Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
The client is one of North America’s largest commercial banks.
Client Need
The client faced significant limitations with their existing fragmented system. Key issues included:
Disrupted data flow across internal and external systems
Restricted ability to deliver real-time advisory and portfolio management insights
Weak analytics capabilities, leading to lower client satisfaction and increased attrition rates
Solution
Innova’s experts delivered a comprehensive, tech-driven solution tailored to unify systems and enhance analytics.
Implemented an API-driven strategy to integrate disparate systems for seamless data flow
Developed a robust API ecosystem using MuleSoft for seamless integration across internal and external platforms
Built advanced data services to unify held-away asset data
Strengthened analytics capabilities with MuleSoft connectors, delivering actionable insights into client investment behaviors
Adopted agile methodologies to ensure rapid deployment and adaptability to market changes
Realized Benefits
The implemented solutions yielded the following benefits:
Achieved a 30% increase in portfolio optimization and boosted decision making through real-time access to held-away asset data
Improved client satisfaction by 25% with advanced customer analytics
Grew Assets Under Management (AUM) by 18%, driven by value-added services that attracted and retained high-net-worth clients
Established the client as an industry innovator with a competitive edge through tech-driven solutions
Tools & Technologies
MuleSoft
Microsoft SQL Server
React
.NET Core
Docker/ Kubernetes
AWS
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