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Internal Data Integration and Process Automation Platform for Investment Firm

s-pro.io

Financial services

Business services

Key Challenges Identified

Fragmented data across multiple systems hinders timely access to critical information. Manual processes reduce operational efficiency and productivity. Lack of real-time market data integration and analytical tools impedes informed investment decision-making.

About the Client

A Swiss investment management firm seeking to optimize internal processes and enhance data-driven decision-making

Project Goals

Centralize data management across disparate systems
Automate manual workflows and approval processes
Enable real-time market data analysis and portfolio tracking
Enhance cross-departmental collaboration capabilities

Core System Capabilities

Multi-source data integration engine
Customizable workflow automation tools
Real-time market data visualization dashboards
Collaborative document management system
Risk assessment and portfolio performance tracking modules

Technology Stack Preferences

Cloud-native architecture

API-first development approach

Modern frontend framework (React/Vue)

Relational database with data warehousing capabilities

System Integration Needs

Third-party market data providers (Bloomberg, Reuters)
Internal accounting systems
Research databases
Document management systems

Operational Requirements

High-availability architecture (99.9% uptime)
Enterprise-grade data security and encryption
Scalable infrastructure for growing data volumes
Role-based access control system
Responsive user interface across devices

Expected Business Outcomes

Anticipated 40% reduction in manual data processing time, 30% improvement in investment decision response times, and 25% increase in cross-team collaboration efficiency. The platform will enable data-driven investment strategies while maintaining compliance with Swiss financial regulations.