Recently, a highly innovative RIA called on us to help them consolidate their multiple data stores into a single model and reduce their manual extraction from multiple sources to support various business processes.
How We Solved It
By developing a consolidated superset of data from multiple custodians into an entity relationship model, we consolidated their data fields into a uniform view.
This RIA now has a singular view of customer account positions in a single data model that is easy to access and build analytics reports against.
Need help designing an effective data model? Contact us to design your digital client journey.