Case Study: Global Financial Services Company Achieves 360-Degree Client Analytics with Corporate Technologies

Global Financial Services Company - Customer Case Study

Global Financial Services Company, a $1Tn global asset manager, needed to improve the accuracy and timeliness of its client relationship and activity data across a complex multi-affiliate business model. After deploying Salesforce.com, the firm’s legacy BI/reporting environment could not provide a consolidated view of client business value, measure marketing effectiveness across segments, or let sales teams quickly analyze performance across products and services. Corporate Technologies, Inc. was brought in to help.

Corporate Technologies, Inc. performed a business and data assessment, identified gaps in the client, sales, and financial models, and designed a revised BI roadmap to deliver a 360-degree view of the client across channels, territories, funds, and affiliates. The solution also introduced segmentation, peer benchmarking, and a master data management strategy. As a result, the company improved sales and marketing engagement, gained better insight into client performance, enabled closed-loop campaign measurement, and received a detailed 3-6-9 month implementation plan with an initial 3-month quick-win phase.