Enterprise Data Management Case Study

capital markets IT
Global asset management firm based in Southern California with over $180 billion of assets under management. The firm offers a range of investment products spanning across equities, fixed income, and alternative investments. Their data is stored in multiple systems, each with a different functionality such as CRM, trading, accounting, portfolio management, etc. They also rely on critical securities data from Bloomberg, Fitch, RIMES, and other third-parties.

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Lack of enterprise view – The client had a “spaghetti model” of data rather than a centralized repository. This made it challenging to manage the various types of data, impacting the data quality, security, and their ability to adapt to changing requirements.
Siloed operations – The firm could not provide a unified view of essential information due to the inefficient data structure, causing inefficiencies and hindering cross-department communication and decision-making.
Lack of time and resources – The technology team was aware they needed an Enterprise Data Management (EDM) system, but was busy addressing short-term needs and lacked the resources to engineer the solution in-house.

The asset management firm hired UB Technology Innovations (UBTI) to help reengineer their legacy data repository.UBTI’s experts collaborated with the client to set up an efficient new EDM system tailor-made for their needs.

  • The firm now has a flexible structure for users to query, report, and analyze data. This has improved users’ access to relevant data and dramatically reduced turnaround time.
  • The streamlined data management process increased the firm’s ROI by reducing costs and boosting efficiency.
  • The client has access to UBTI’s around-the-clock production, maintenance, and operations support, which has enabled their in-house technology team to focus on transformational projects

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