A client utilising the Nexus investment platform faced limitations with its generic reports, which were costly to customise and upgrade.
The reliance on standard reports hindered the ability to meet specific management information (MI) needs and adapt to evolving business requirements.
Partnering with DDs, the client transitioned to a more efficient data management system. DDs facilitated the daily transfer of data via XML files to an SFTP server, enabling the ingestion of delta files into a SQL database.
This integration enriched internal reporting capabilities, allowing for the creation of dynamic dashboards and real-time key performance indicators (KPIs).
To ensure data integrity and proactive business management, DDs implemented robust data automation that provided quality checks and established alert mechanisms for any delivery or processing failures.
✅ Enhanced Reporting: The client gained the ability to generate customised, real-time reports tailored to specific MI needs, replacing the limitations of generic platform reports.
✅ Improved Data Quality: Data automation, validation and monitoring processes ensured high-quality, reliable data for decision-making.
✅ Operational Efficiency: Streamlined data handling and reporting processes reduced manual efforts and associated costs.
✅ Revenue Generation: The enriched data became a valuable asset, enabling the client to monetise it by offering advanced analytics services to larger portfolio clients.
By collaborating with DDs, the client transformed its investment reporting and data management processes, leading to improved operational efficiency and new revenue streams through data monetisation.
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