Case Study: a UK-based online investment management company creates a single source of truth with NeosAlpha and Boomi MDH

a UK-based online investment management company unifies customer data with NeosAlpha, reducing duplication and inconsistencies

A UK-based online investment management company faced challenges with customer data fragmented across multiple regional systems and CRM platforms, including Salesforce and SAP. This fragmentation led to duplication, inconsistencies, and governance gaps, which hindered a unified customer view. To address this, the company partnered with NeosAlpha to implement a Boomi Master Data Management (MDH) solution to create a single source of truth.

NeosAlpha initiated the program with data profiling and then designed a master data model within Boomi MDH. They integrated data from all source systems, using matching rules to create golden records and a governed repository. This solution provided the company with a single source of truth, significantly improved data accuracy, and increased operational efficiency. As a result, the business gained the ability to deliver more personalised and targeted customer engagement.