Nov 22, 2023 | Asset Management, Azure, Case Studies, Industry, Technology
The client is a prominent employee-owned company that delivers public and business-related services. They excel in providing various services and well-regarded for their commitment to employee ownership.
Sep 11, 2023 | Asset Management, Case Studies, Industry, Power BI, Technology
The client is a leading global asset management firm with over $200 billion in Assets Under Management (AUM). They offer a broad range of products across fixed-income, equities, emerging markets, and alternative investments. With billions of dollars in assets under management, the firm needs a comprehensive ESG Analytics dashboard to effectively track and monitor the investment performance by incorporating environmental, social, and governance (ESG) factors to market risk and make informed investment decisions.
Jul 12, 2023 | Asset Management, Case Studies, Industry, Power BI
The client is a leading global asset management firm with over $210 billion in assets under management and five decades of investment experience. They offer a broad range of products across fixed-income, equities, emerging markets, and alternative investments. With billions of dollars in assets under management, the firm needs a comprehensive AUM dashboard solution to effectively monitor and analyze its clients’ portfolios, track investment performance, and make informed decisions.
Jun 29, 2023 | Asset Management, Case Studies, Industry, Power Automate, Technology
Our client is a prominent financial solution provider, offering a wide
range of services to individuals and businesses. With a large
customer base and a focus on delivering personalized experiences,
the client heavily relies on their CRM system for managing customer
data and running targeted email campaigns
May 19, 2023 | Asset Management, Case Studies, Industry, SQL, Technology
As a leading global asset management firm worth 20+ Billion USD, our client employs a deep value, credit-intensive approach across its investment platform. They specialize in value-oriented special situation investments. However, the client’s current process for executing, monitoring, and resolving issues related to their SQL Server agent jobs was hindering their ability to reach their maximum potential.
Dec 6, 2022 | Asset Management, Azure, Case Studies, Industry, Technology
Our client mainly focus on trading and planning as their top priorities and aim to maximize the investment portfolio’s value through stocks, bonds, real estate, master limited portfolios, and more.