Consultant database solutions for a trillion dollar asset manager

  • €1.5tn

    leading European asset manager

  • 40%

    cost saving compared with previous solution

  • 60%

    faster turnaround time

  • ca.250

    profiles across six databases

  • Time to market
    • Higher time to market due to delayed data availability
  • Data quality
    • Inconsistent data reporting
  • No new product registration
    • Lack of support for new product registration
  • Information getting dated
    • Outdated information for product/firm narratives
  • Deployed a centralised team to support end-to-end consultant database updates – CDB specialists + EDGE tool
  • Set up a process to follow up on data coming from multiple teams
  • Conducted historical data audits and restatements
  • Updated product/firm narratives
  • Improved database quality to 98% from 85% in two quarters
  • Improved turnaround time from T+5 to T+2
  • Added two new consultants in the client’s coverage list
  • Provided support for new registration and historical uploads of ca.20 product profiles across consultant databases
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What we have done

Consultant database solutions for a Top 30 US-based asset manager
What we are proud of

Top 30

US-based asset manager


profiles across 20 databases

Consultant database solutions for a US specialist asset manager
What we are proud of


data quality for mid-sized US specialist asset manager


fill rates by adding 100 new profiles