Case Study: Global Financial Services Company achieves faster client onboarding and streamlined data integration with Astera Software

Global Financial Services Company Overcomes Challenge of Complex Client Data Integration With Centerprise

This global financial services holding company — with more than 6,000 advisors, 2.5 million accounts across 2,500+ locations, and over $400 billion in client assets — faced daily mass account transfers from incoming clients whose data came from disparate systems and formats. Nonconforming layouts and diverse encodings (fixed-length, delimited, Excel, COBOL, XML, PDF) caused recurring validation and processing delays that slowed onboarding.

The IT team chose Astera’s high-performance, scalable data management platform, using its unified, user-friendly environment and native connectors to create complex mappings and load all incoming data into a single SQL database. The solution streamlined integrations, reduced the need for custom SSIS development, minimized bugs, and saved significant time and resources.