Data Consolidation to Power Portfolio Decisions at a Family Office
Data Consolidation to Power Portfolio Decisions at a Family Office
Challenge
A family office was sitting on fragmented, inconsistent data across portfolios—missing timely investment opportunities due to poor data hygiene.
What We Did
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Unified disparate datasets into a single view of public and private assets
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Built automated workflows for discrepancy resolution and data validation
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Created a standardized asset identifier to align internal and external data
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Enabled real-time portfolio insights and actionability
Outcomes
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80% drop in data quality issues
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70% reduction in manual prep time
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Scaled to handle growing data volume and complexity
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Activated AI-driven insights for faster decisions