Case Study: an investment management firm accelerates distributor access to real-time insights with 10Pearls

Investment Management Firm accelerates distributor adoption across 10K distributors with 10Pearls

10Pearls partnered with an investment management firm that was facing challenges with its distribution network. The firm's processes were restricted by fragmented workflows and manual data checks, which prevented its distribution partners from having immediate access to essential funds and investment information.

10Pearls designed and built a secure, centralized web portal integrated with the firm's Oracle Fusion Cloud ERP to pull live fund performance data. This solution provided partners with instant access to accurate information and eliminated the need to switch between platforms. 10Pearls achieved adoption across 10,000 distributors and significantly accelerated partner productivity with the new unified system.