Client 2 - Investment Management Industry

One of our clients is a boutique investment manager who manages assets from both institutional and retail investors. The client used a range of solutions for their investment reporting capabilities, however was using excel for a large part of their internal reporting including financial and management reporting.

Their problem statement was centred around how they can centralise and modernise their reporting capabilities:

• Improve their client engagements by developing a unified data solution for their sales and distribution team.
• Making analytics accessible across the organisation by implementing a cost-effective data platform for their investment data.
• Modernise their management information reporting from spreadsheets to data visualisation tools