Streamlining cost and charge disclosures for agile regulatory compliance
Enabling powerful, fast, real-time checking of static and dynamic data from 1300+ unique feeds.
20
M+
Rows of data processed
18000
Annual client disclosures
100

• External data sources
  10
  Languages
  Read How

Establishing a golden source of truth for a global investment company
Enabling powerful, fast, real-time checking of static and dynamic data from 1300+ unique feeds.
$
197
B
Assets under
management
1325
Unique data
feeds
300
Funds
5
Administrators
Read How

Bridging legacy systems with Salesforce to create a holistic and accurate customer view
Eliminating back-office processing and reducing time to launch and errors.
4
M
Records
moved daily
50
%
Average reduction
in time to launch
53
%
Uptick in New Business data precision
56
%
Improvement in Fund Switch data accuracy
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