Case Study: Global Asset Management Company achieves faster, deeper global sales and marketing insights with Informatica Intelligent Cloud Services

Global Asset Management Company Improves Global Sales and Marketing Decision-Making

Global Asset Management Company, which manages over a trillion dollars in assets and serves millions of retirement savers, needed to modernize its on‑premises SQL Server data mart and put a formal analytics strategy in place to support a fast‑growing global distribution organization. The team needed a cloud‑first, scalable way to bring together sales, marketing, financial and third‑party data so sales and marketing leaders could make faster, more informed decisions as the business and investor preferences evolved.

The company implemented Informatica Intelligent Cloud Services to ingest Salesforce and other sources into an Amazon S3 data lake and load curated data into Snowflake on AWS via Informatica’s Snowflake connector, using prebuilt connectors to incorporate third‑party competitive data. The new pipeline delivered faster time‑to‑value for cloud data warehousing, provided more granular sales and marketing insights for territory optimization and targeted campaigns, and created a reusable foundation for future data science work such as attribution, propensity modeling, next‑best‑action, and closed‑loop marketing.