Case Study: Global Financial Services Firm speeds recommendations from hours to minutes and delivers targeted investment advice with TIBCO Data Science (TIBCO Software)

Top Financial Services Firm Innovates with Spotfire Data Science

A top-five global wealth manager with more than $2 trillion in assets and 16,000+ advisors faced information overload: tracking thousands of client positions amid tens of thousands of daily market events made it hard to surface timely, personalized investment ideas and required breaking down data silos so advisors could act at the point of decision.

The firm implemented TIBCO Data Science, embedding analytic scoring into its CRM to centralize data, generate investor-relevant scores, and push targeted recommendations to advisors. The solution democratized analytics with drag-and-drop workflows, cut recommendation cycle times from hours to minutes, avoided expensive hires, and established feedback loops for continuous model improvement.