Case Study: Merrill Lynch achieves a quantum leap in timely data modeling and delivery with Quantrix

Quantrix helped Merrill Lynch Overcome Data Silos

Merrill Lynch, a global wealth-management and capital markets firm with roughly $1.5 trillion in client assets, struggled with sprawling multi-dimensional data stored in silos that Excel imports and SQL queries could not aggregate or present quickly enough—managers often needed answers within 15 minutes. The Core Application Infrastructure (CAI) team sought an easy-to-use solution that would fit Six Sigma/ITIL/SPC practices and evaluated options before selecting Quantrix, specifically Quantrix Modeler and its DataLink integration.

Quantrix implemented Modeler and DataLink to connect data sources, eliminate stovepipes and enable multi-dimensional visual modeling. The deployment made data manipulation much faster, helped modelers spot patterns visually, delivered timely information to executive management, and supported quality-improvement goals—resulting in reduced costs, improved client service and what CAI called a “quantum leap” in information delivery.

Merrill Lynch

Vince Caruso

Vice President