Success Story: Financial Institution

Background:

The sales and marketing organization for one of the larger product lines determined that there was a need to have a more formal process for keeping the sales person in contact with the client for their larger accounts.  They decided there needed to be a flashy document that a sales person could create on demand, and present to the client on a periodic basis that would summarize the features, options and investment choices that were made for that contract.  This would not only provide a tangible reason for the visit, but also provide a basis to try and up-sell the client. This document needed to include both information on the client’s holdings as well as industry benchmark data from third-party providers. 

Situation:

This project had four external consulting organization involved of which we were one.  We were tasked with providing all the data with a model that could be easily understood and navigated and seen as a single ODBC connection.

Action:

We worked with all the stake-holders to develop a data model that met the requirements. We built an operational data store (ODS) and all the ETL processes.  We also developed a manual process to take the Ibbotson and Morningstar benchmark data, which were only available from CDs, and load it into the ODS.  We developed documentation and trained client staff to keep the process running.