Case Study: Global Financial Services Company achieves daily AUM and sales visibility with Corporate Technologies, Inc.'s SAP Business Objects solution

Global Financial Services Company - Customer Case Study

Global Financial Services Company, a global asset management firm with $750B in AUM, needed a “one stop” dashboard to provide daily visibility into AUM, sales, and commission fees across a complex multi-affiliate sales structure. Corporate Technologies, Inc. was engaged to help address the challenge, with a need for better analysis of assets, sales, clients, and financial planning impacts.

Corporate Technologies, Inc. implemented an SAP Business Objects solution that integrated a new Enterprise Data Warehouse with Oracle Hyperion Essbase financial data, delivering deep asset and sales analysis through dashboards and reporting tools. The result was a sales/AUM dashboard that gave client managers simplified, high-quality portfolio metrics and fee calculations, while BOBJ mobile service for iPad access proved especially valuable for influential users.