Case Study: a FTSE 100 investment management firm unifies sales data and speeds integration changes with Optymyze

FTSE 100 investment management firm cuts integration change cycles from months to days with Optymyze

A FTSE 100 investment management firm faced a significant challenge with its fragmented and brittle data integrations across core systems like CRM, HR, and finance platforms. These point-to-point connections were difficult to maintain, requiring lengthy IT change cycles and extensive manual reconciliation, which increased operational risk. To address this, the firm partnered with vendor Optymyze to achieve a more governed and agile data model.

Optymyze implemented a centralized, metadata-driven integration solution that unified sales, advisor, and financial data into a single governed model. This approach decoupled integration logic from source systems, allowing business rules to be adjusted without rebuilding custom code. As a result, the firm reduced integration change cycles from months to days, improved audit readiness, and eliminated recurring reconciliation efforts, gaining significant agility while maintaining strict governance.