ACCELERATING DATA CATALOGING AND GOVERNANCE WITH GENAI
A diversified financial services firm integrated data from a newly acquired market-making operation into its Fixed Income Capital Markets business, creating a centralized data catalog to enhance analytics, risk management, and regulatory compliance.
POWERING INDEX TRANSPARENCY WITH BENZAITEN
A leading global asset manager partnered with Element22 to transform how it manages index data sourcing and licensing.
ANALYTICS POWER® BENCHMARKING IN ASSET MANAGEMENT
A leading global asset manager partnered with Element22 to develop an industry benchmark highlighting trends, maturity, and competitive insights in advanced analytics and alternative data adoption.
STRATEGIC M&A ADVISORY FOR FINANCIAL DATA MANAGEMENT INVESTMENTS
A leading private equity firm assessed two financial data management companies to evaluate their investment potential and strategic fit within its data and technology portfolio.
JOINT VENTURE FEASIBILITY FOR TWO GLOBAL DATA LEADERS
Two leading global financial information providers explored combining their commoditized data services to reduce costs, improve efficiency, and restore profitability while continuing to deliver essential content to clients.
MODERN DATA PLATFORM DESIGN & REAL-TIME INTEGRATION FOR A GLOBAL WEALTH MANAGEMENT CLIENT
A global wealth and asset management firm, growing rapidly through acquisitions and mergers, faced significant data fragmentation across Salesforce, legacy tools, and regional platforms.
AI-DRIVEN CLIENT ANALYTICS AND PORTFOLIO OPTIMIZATION FOR A GLOBAL WEALTH MANAGEMENT CLIENT
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.
TRANSFORMING LEGACY PLATFORMS INTO A MODERN DATA LAKEHOUSE
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.
BUILDING A SINGLE VIEW OF CUSTOMER FOR A GLOBAL WEALTH MANAGEMENT CLIENT
A global investment firm needed a solution to unify fragmented account data into a true client view and enable actionable analytics.