Case Study: Wealth and Investment Management division of a US bank achieves BCBS 239 compliance and enhanced automated risk analytics with Evalueserve

Wealth and Investment Management Company - Customer Case Study

Wealth and Investment Management Company, the wealth and investment management division of a US bank, needed high-quality credit risk analytics and timely, BCBS 239‑compliant reporting while scaling staff and capabilities. Evalueserve was engaged to address gaps in ETL, reporting and data governance, including metadata management, data lineage and validation tools.

Evalueserve built a dedicated team of ETL specialists, developed a robust, agile risk‑reporting framework with executive dashboards, enhanced the metadata management system and deployed automated data‑validation tools. The solution produced 80+ credit risk reports over four years, delivered comprehensive BCBS 239 compliance, drove a 50% increase in internal report users and a 60% rise in metadata system usage, and reduced manual effort to improve decision‑making.