INSIGHTS

How to make use of Asset Management data, a fundamental building block of CX, to improve Client Experience

This paper provides an in-depth view of the challenges faced to deliver Client Insights within Asset Management. Data and analysis is a key building block to improve Client Experience. Read More >

CASE STUDY

How do you bring Client Insights to a major Asset Manager?

What does a major European Asset Manager do when they want their workforce to better understand their clients? Read More >

CASE STUDY

How do you roll out Tableau across an investment bank Front Office?

What does an MI team do when they want to replace Business Objects with Tableau, when after an entire year, still don’t really know how to get good use out of it? This was the challenge faced by […] Read More >

CASE STUDY

Solve the challenge of Credit Risk reporting within an investment bank

The Head of Credit Risk at a major investment bank had the challenge of revamping their existing reporting system. Many different teams were spending increasing amounts of time manually compiling and distributing tables of data […] Read More >

CASE STUDY

How do you manage employee conduct risk within a investment bank?

Our client, a global investment bank, wanted the ability to monitor the most recent and historic conduct of its employees. They also wanted senior management to be proactively informed of certain conduct breaches. […] Read More >

CASE STUDY

How to rapidly create and implement a cost effective Data Quality solution

A large global investment bank thought it prudent to invest in a new software to assist a new data quality team. They discussed this at length at a senior level. It was anticipated that it would take at least a year to choose a software vendor, […] Read More >