Acquire a 360-degree view of your customers’ financial data that is always up-to-date and accurate.
Our automated Data Management Service is optimized, from Acquisition to Analysis, resulting in high-quality client data that is comprehenive, accurate, and always up-to-date.
1. Acquisition
Automatically acquire client data from multiple sources: aggregators, (e.g. Plaid, Flinks), file import, or manual entry.
2. Product Management
Product Master spans multiple asset classes, regions, and currencies, ensuring product data is always correctly identified, priced, and managed.
3. Cleaning/ Filtering
Error detection and correction, removal of duplicates, resulting in clean, accurate client data.
4. Data Repository
Aggregated, 360-degree view of the client's financial life, spanning all third-party services providers and sources of data.
5. Analysis
AI/ML and Logical analysis models drive Business Intelligence and informed client outcome.
Level 1
Fundamental
Level 2
Analysis
Level 3
Behavioural