Futuristic Data Platform for a Large Financial Services Company
Client Overview
A global leader in asset management and one of the world’s largest investment management companies, headquartered in New York. With a presence spanning multiple continents, the organization manages trillions of dollars in assets, serving a diverse clientele, including institutional investors and corporate, government, and individual investors. Renowned for their innovative investment strategies, cutting-edge technology, and deep market expertise that drive long-term value. Their scale and reach demand robust, efficient, and reliable infrastructure to support investment decisions, manage risk, and ensure regulatory compliance.
Taming the Expanding Data Volumes to a Single Source of Truth
A leading wealth management organization faced mounting challenges in an increasingly complex financial landscape.
Their legacy systems struggled with fragmented data silos, delayed reporting, and limited analytical capabilities. The organization needed a unified, intelligent solution to empower teams, enhance client trust, and stay competitive.
The client is committed to delivering exceptional value to their stakeholders through innovative investment strategies and superior risk-adjusted performance.
To maintain their competitive edge and address the challenges posed by rapidly increasing data volumes, the client sought to transform its data management infrastructure.
Deliver Best in Class Investment Expertise
Implement a holistic investment
strategy focused on achieving
superior risk-adjusted performance
to meet the evolving needs of
institutional and individual investors.
Consolidate Data Management on a Single Platform
Develop a unified platform
capable of handling the client’s
rapidly growing data anagement
requirements, ensuring calability
and adaptability for future growth.
Ensure Data Integration and Standardization
Build a platform that integrates data
from multiple sources and
standardizes it to provide a
consistent, accurate, and reliable
foundation for decision-making.
Enhance Data Quality and Accuracy
Implement robust processes and
technologies to improve data
quality and accuracy, enabling the
client to make informed,
data-driven investment decisions.
Strengthening Data Governance and Compliance
Establish a comprehensive data
governance framework to ensure
compliance with global regulatory
standards and industry best
practices, reducing risk and
enhancing transparency.
Drive Operational Efficiency
Streamline workflows and reduce
manual intervention through
automation, enabling the client to
focus on delivering value to their
stakeholders.
Support Scalability and Future Growth
Create a flexible and scalable
platform that can adapt to the
client’s evolving business needs and support their long-term growth objectives.
Indium Delivers a Unified Data Management Platform to Scale with Global Growth
A global leader in asset management partnered with Indium to deploy the Mosaic platform, a transformative ecosystem designed for unifying data, analytics, and collaboration.
Here’s how Mosaic addressed their needs:
Data Access Layer (DAL)
nancial data from multiple sources. This ensures analysts can retrieve real-time and historical data efficiently.
Factor Framework
It enables investment professionals to create, update, save, and share customer factors for stock analysis and portfolio construction. This flexibility
allows users to tailor their investment strategies dynamically.
Portfolio Analysis Tool
Facilitates in-depth portfolio analysis, risk assessment, and benchmark comparisons. This tool provides real-time insights to help investors align 3 portfolios with their financial goals.
Global Optimization Engine
A sophisticated AI-driven tool for goal-based wealth optimization, ensuring optimal asset allocation and maximizing returns while minimizing risks.
With Indium’s implementation of the Mosaic platform, we enabled them to make data-driven investment decisions confidently. By integrating AI/ML
capabilities, enhancing data accessibility, and optimizing portfolio strategies, the client gained a significant competitive edge in the financial market.
Indium Drives Tangible Outcome with Near Real-Time Data and Boosts User Satisfaction
By integrating Mosaic’s innovative capabilities, we optimized portfolio performance, reduced time-to-decision, and redefined excellence in client-centric asset stewardship.
Near Real-Time Data Availability (<2 sec Response Time)
The deployment of the Mosaic platform enabled seamless access to mission-critical financial data in under two seconds. This near real-time data availability empowered portfolio managers, analysts, and other key stakeholders to make faster, more informed investment decisions. The firm significantly enhanced operational efficiency and responsiveness to market changes by eliminating data latency.
20-25% Increase in User Adoption
The intuitive user experience, enhanced analytics and automation capabilities, substantially increased platform adoption. Employees and stakeholders found accessing insights, collaborating, and executing asset management strategies easier. This increase in engagement underscored the success of Indium’s user-centric approach in designing and deploying the Mosaic platform.
40% Increase in Net Promoter Score (NPS)
With improved performance, seamless data integration, and a highly responsive system, the client witnessed a 40% boost in their NPS. This metric reflects enhanced user satisfaction, increased platform trust, and improved customer experience. The ability to access and act on data quickly fostered confidence among users, ultimately driving business growth and operational excellence.
About Indium
Indium is an Al-driven digital engineering company that helps enterprises build, scale, and innovate with cutting-edge technology. We specialize in custom solutions, ensuring every engagement is tailored to business needs with a relentless customer-first approach. Our expertise spans Generative Al, Product Engineering, Intelligent Automation, Data & Al, Quality Engineering, and Gaming, delivering high-impact solutions that drive real business impact.
With 5,000+ associates globally, we partner with Fortune 500, Global 2000, and leading technology firms across Financial Services, Healthcare, Manufacturing, Retail, and Technology-driving impact in North America, India, the UK, Singapore, Australia, and Japan to keep businesses ahead in an Al-first world.
