Case Study: Leading Mutual Fund Provider achieves real-time global BI visibility and rapid reporting with Datamatics nSights

Leading mutual fund provider adopts BI for visual clarity on global operations and ease of use

Leading Mutual Fund Provider struggled to analyze data for 7 million customers and generate real‑time, dynamic reports across disparate systems, leaving sales managers and IT overwhelmed by static reports, slow delivery, and the need to consolidate information from CRM, Karvy and multiple legacy applications. Datamatics was engaged to address these BI, scalability and usability challenges using its nSights BI platform.

Datamatics consolidated data into a centralized data warehouse, deployed nSights on Citrix with Active Directory user management, trained users and pre‑configured key reports—implementing the solution in a matter of days. As a result, the client can interrogate data from multiple applications, deliver report requests within one to two days, equip fund managers with a dynamic at‑a‑glance MIS, and improve decision speed, cost management and time‑to‑market. Datamatics’ nSights enabled visibility across customers, branches and distributors and supported analysis of the full 7 million‑customer base.