ABOUT THE CLIENT

The Asset Management Group is a leading independent asset manager in the Philippines. They provide tailored investment solutions through a range of products that can help everyone achieve their financial goals. This group manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third-party clients.

The Challenge

In the pursuit of enhancing client satisfaction, the asset management firm aimed to deliver tailored solutions and consulting catering to diverse client segments, while also striving to expedite time-to-market. The group, recognizing the limitations of simply having data due to scattered and siloed information, partnered with Cloud4C to begin their digital transformation journey.

The Solution

Cloud4C transformed the asset management group's data landscape by building a secure, scalable platform on Azure Synapse. This eliminated data silos, streamlined reporting (from days to hours), and accelerated data movement (minutes vs. hours). By leveraging Power BI, users gained clear insights for faster decision making, ultimately leading to quicker product launche

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Key Accelerators

A unified
single
source of
truth

Faster
Product
Rollouts

Reduced
reporting
time

Improved
decision making

Scalability
and security