Opportunity
A mid-sized hybrid RIA-Broker/Dealer came to us with non-standard data that was not uniform and was procured from fragmented data sources across multiple vendors. This meant they had no consistent source data integration or single “version of the truth” or data ownership.
How We Solved It
To remedy this situation, we defined the data architecture and delivered a plan to build a single centralized data repository to procure and store data from various sources.
Value Delivered
This hybrid RIA-broker/dealer now has a uniform data source and single source of the truth to enable data sharing and analytics from a centralized data store.
Need help analyzing your data integration and source data? Contact us to design your digital client journey.
