Case Study: Global Investment Management Company (Capital Markets Firm) achieves 100M-record processing in 2 hours and seamless Excel integration with Infor Birst

Capital Markets Firm - Customer Case Study

A global investment management firm with about $1 trillion in assets under management and a longstanding, high‑performing retirement fund needed to equip 250 financial analysts with up‑to‑date market intelligence while preserving their Excel‑based workflow. The firm faced highly complex, high‑volume data across equities, fixed income, derivatives and other instruments from multiple sources, and its legacy Oracle BI system couldn’t integrate with Excel or transform data fast enough for round‑the‑clock markets.

Birst Web Services were deployed to integrate seamlessly with the analysts’ custom Excel front end and to handle back‑end transformations at market speed. The solution processes 100 million records in two hours, delivering timely intelligence and Excel integration that the previous Oracle BI setup could not provide.