Case Study: Leading Investment Bank improves business intelligence and regulatory reporting with Broadridge

Data Management Best Practices Applied at an Investment Bank

Leading Investment Bank engaged Broadridge to solve a major data-quality challenge in its fixed-income transaction archive. The bank wanted to use its data for business intelligence and regulatory reporting, but more than three-quarters of the data was not fit for ETL because of inconsistent formatting, weak governance, and data sourced from multiple systems and trading venues.

Broadridge Consulting Services performed an in-depth analysis of the bank’s data lake, then cleansed, rationalized, and normalized the archived records by repairing entries, removing duplicates, and enriching the data. As a result, the bank gained clean, ETL-ready data that improved analytics, reporting, governance, and compliance support, while also reducing risk and enabling better operational efficiency and decision-making.