Case Studies


BI for Asset Managers

Qualitative research scheme


Leading Asset Management Company with a large investor base and diverse asset classes

Due diligence


Mirroring critical transactional and investor data available with the transfer agent on a daily basis. Implementing a framework for better analyzing sales performance, channel and distributor performance; Investor analytics including acquisition efficiency, profitability and up-sell potential

Due diligence


Creation of a comprehensive data warehouse containing all transactional and master data elements including data from fund accountants, transfer agent and CRM

Due diligence


Independent access of information reducing dependence on the transfer agent


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