A leading global financial services company that is focused on serving high net worth individuals was struggling to effectively on-board their clients and capture a clean, unified view of them to be consumed by downstream applications and systems. The company’s US location leveraged a customer account repository that was built in-house over 10 years prior but, unfortunately, didn’t contain the functionality that they needed moving forward. This prompted the organization to consider migrating to a new on-boarding application. However, before making the migration, the company needed to deal with the problematic state of the data contained within the legacy application. The data itself is entered into the application by one or more of the division’s 400 relationship managers and flows through a third-party clearing house prior to being incorporated into their systems.
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