Case Study: Top 10 Financial Wealth Management Company achieves faster, more accurate reporting and quicker decision-making with Datamatics' TruBI

TruBI Helps a Top 10 Financial Wealth Management Company to Generate Faster and Accurate Reports

Top 10 Financial Wealth Management Company, a leading Indian financial services firm with ~2,500 employees, faced fragmented BI capabilities, heavy IT dependence for report changes, siloed Excel-based reporting and poor data quality that slowed insight-driven decisions. Datamatics was engaged to deliver a centralized, self-service BI solution using its TruBI platform coupled with a SQL data warehouse to consolidate and standardize data sources.

Datamatics implemented an integrated data warehouse, pre-built business logic, OLAP and user-wise data access plus TruBI dashboards to enable drill-down analysis and self-service reporting. The Datamatics solution produced faster, more accurate reports, a single version of truth, improved data quality and security, increased decision-making speed and business user satisfaction, and reduced reliance on manual Excel processes.