BUILDING A SINGLE VIEW OF CUSTOMER FOR A GLOBAL WEALTH MANAGEMENT CLIENT

Written By Kalliyana Tep

Client Background

A global investment and wealth management firm engaged Element22 to build a solution from scratch, unifying fragmented account-level data into a true client view and enabling actionable analytics.

Solutions Implemented

To address these challenges, Element22 delivered an integrated Single View of Customer platform, including:

  • Entity Resolution Engine

    • Matched and merged records to create a unique customer ID

  • Data Quality Rules Engine

    • Applied at the source system level for cleaner, more reliable data

  • Analytics Integration

    • Over 80 insights through Tableau dashboards on demographics, activities, and holdings

  • Process Hub

    • Built orchestration to centralize jobs, reveal transformations, and visualize data lineage

  • Machine Learning Models

    • Generated predictive client insights and recommendations

  • Household Algorithm

    • Creates dynamic household profiles and role assignments, strengthening client relationships and enhancing the delivery of tailored financial solutions

Results and Impact

The implementation of the solution delivered measurable improvements across key areas of the organization:

Advisors – gained a unified view for better prospecting and cross-selling.

Senior Management – gained unified data for more efficient, data-driven decisions and improved client retention.

Operations – benefited from automated data remediation and improved data quality for compliance and operational efficiency.

Conclusion

Element22 designed and implemented a solution that consolidated fragmented account-level data into a Single View of Customer, powered by a unique identifier. This enabled data-driven decision-making, improved client engagement, and supported the client’s executive mandates for operational efficiency and growth.

Kalliyana Tep
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