Case Study: Premier Global Financial Services Firm achieves accurate, lower-risk data integration and faster go-live with Infogix

Ensuring Conversions with Confidence

A premier global financial services firm managing $1.6 trillion in assets across roughly 1,600 offices worldwide acquired a competitor and needed to merge hundreds of database tables and datasets into a single platform supporting 3.2 million accounts and 16,000 advisors. The acquisition created complex ETL transformations, many-to-many and three-way reconciliation needs, and the firm required a rigorous QA process to ensure accuracy, completeness and proactive identification of conversion risks before phased live cutovers.

Infogix deployed its Enterprise Data Analysis Platform to automate data capture, verification, balancing and reconciliation, provide attribute-level quality checks, reusable testing rules, and centralized reporting and visibility. The solution delivered early error detection (avoiding reprocessing costs and preventing potential regulatory fines), increased granular test coverage, real-time feedback during cutovers, faster implementation with reduced resources, and consistent, automated reporting to the firm’s central repository.