Increasing customer centric visibility with highly available trusted insights.
A leading Wealth Management firm was on the brink of missing Service Level Agreements with key business constituents (Financial Advisors & Clients) due to an increase in business volume, merger integration and legacy system complexity.
Overnight batch processing functions needed to be stabilized so that critical daily market valuations and client portfolio reporting would be received on time.
EEI experts provided deep technical expertise to quickly assess the problem and recommend short and long-term actions.
Tactical improvements provided immediate relief by reducing abends and mainframe processing time.
EEI proposed a Future State Roadmap, based on best practice, to address gaps in monitoring, critical path governance, performance management and to ensure long term resolution.
Increased window of data availability for wealth managers, following market close & prior to market open, by nearly 6 hours – resulting in better understanding of client portfolio data for upsell and cross-sell capabilities.
Durable solution – ensured that the necessary data was always available, resulting in higher levels of trust