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The organization required agile transformation to provide clients with a unified portfolio view across investments with real-time performance updates. Existing technology limitations included fragmented data structures, lack of standardized APIs, poor user experience across integrated product flows, and inability to consolidate business-critical data from disparate sources into a single platform for comprehensive vendor-specific insights.
A global financial services provider offering asset management, corporate banking, insurance, and digital payments solutions across 36 countries with localized advisory services
Enables real-time client portfolio visibility improving decision-making efficiency by 40%, reduces manual data management tasks through automation saving 200+ hours monthly, enhances cross-channel user experience increasing client satisfaction scores by 35%, and establishes foundation for agile service innovation through standardized API architecture.