A global wealth and asset management firm, growing rapidly through acquisitions and mergers, faced significant data fragmentation across Salesforce, legacy tools, and regional platforms.

A global investment and wealth management firm unlocked the value of its data with AI-driven forecasting, client segmentation, and portfolio optimization—empowering teams with predictive insights, personalized recommendations, and actionable analytics to drive growth and enhance client satisfaction.

A boutique financial institution modernized its legacy systems with a cloud-based data lakehouse, unifying fragmented platforms, enabling real-time insights, streamlining manual processes, and creating a scalable foundation for analytics and growth.

A global investment firm needed a solution to unify fragmented account data into a true client view and enable actionable analytics.