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Modernizing Operations for a Global Investment Management Firm
Client Overview:
As an industry leader in the global investment sector, our client offers an array of services such as accounting, compliance and trading- to name a few. They were looking for a better way to manage their operations, considering the growing volume of data – both structured and unstructured.
Challenges:
They were managing their operations on many financial systems which included Eze OMS, Geneva, BASIS SQL Server, and SharePoint Online. Here is the list of challenges they were facing:
Delayed decision-making and increased operational risks on multiple platforms
Lack of transparency and collaboration in the teams
Data management became a challenge due to ongoing manual errors
Solution:
To help our client overcome these challenges, the team of Beyond Key worked in sync with their stakeholders and took time to understand the pain points. This global investment management organization wanted to achieve clarity, direction, and scalability in their business. Beyond Key helped them with streamlined workflows and measurable outcomes. You can download this case study to learn in detail.
To discover the full details about how Beyond Key offered the impactful results, please download the complete case study.
Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.
Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.
Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.
Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.
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