Master data management case study

Helping asset managers in acquiring, managing, and enriching the most useful information for accurate business attribution


The client needed support on their advisor contacts and relationships data management process.

Most of the advisor contacts were from large broker dealers or wire houses having multiple offices and advisors spread across different locations in the US and globally.

The source data came from multiple external publishers that needed to be consolidated through the MDM process and eventually consumed by the business end-users in CRM for tracking and analysis purposes.

Following are few problems the client was facing:

  • Data management process
  • Support migration process to new CRM system
  • Support CRM user requests on any data issue or streamlining requirement