Next generation wealth data management platform optimized for customer driven intelligence.
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- The EEI team helped the client transition from an account-centric to a client-centric model which lowered operating costs and improved the client experience. Also unified and enriched existing wealth management data while eliminating redundant and misaligned information.
- A new operational data store provided mobile channel connectivity and will serve as a hub to migrate inefficient, disparate data silos creating significant cost savings over time.