Bringing Data to the Front-line

January 2024

A leading asset manager has unlocked significant cost savings and improved efficiency after transitioning from 20 legacy systems to FINBOURNE’s data management solutions.

In this client success story, we explore how they established a single source of truth, empowering operational and investment teams to deliver an outstanding client service.

Read on to discover how they achieved key outcomes such as:

Portfolio diversification: Gaining the flexibility to expand into more complex asset classes
Improve client services: Teams now deliver real-time, accurate information to clients on their holdings
Scalability: Automation has enabled the firm to streamline their operations, reduce manual tasks and enhance efficiency

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