Verrazzano Capital – Enabling Business Intelligence

Business-Intelligence-within-Financial-Services.jpg

Implementation of an Automated Business Intelligence Platform.

The Challenge

Verrazzano Capital, a boutique equity asset manager, approached Equantiis to implement an automated Business Intelligence platform which would assist them in making informed data led decisions.

On a daily basis Verrazzano received data from various sources and in any variety of different formats. This data required extensive manual processing before it could be used by the business.

The existing manual process presented a risk in terms of potential human error as well as a large overhead in terms of physical time to deliver. In this fast moving industry, it was therefore paramount to bring efficiency to this process as well as allow the business to expand on its capability to report on this valuable data giving timely and accurate financial positioning of all of its funds.

In order to make informed decisions and automate data handling Verrazzano recognised the need to implement a platform which would aggregate their various streams of data and present it back in reports and dashboards for users.

The Solution

An initial workshop was carried out with various stakeholders within the business to understand the businesses key objectives and how business intelligence could support these. Following the initial research Equantiis put together a team of business analysts and data scientists to design a platform to best serve the needs of the business focusing on a number of specific outcomes.

An initial workshop was carried out with various stakeholders within the business to understand the businesses key objectives and how business intelligence could support these. Following the initial research Equantiis put together a team of business analysts and data scientists to design a platform to best serve the needs of the business focusing on a number of specific outcomes.

The Result

  • Automated collection and processing of financial feeds from banks, markets, exchanges and fund service platforms.
  • Rapid processing of feeds, removing human intervention and data processing errors.
  • Increased frequency of updates through automation.
  • Secure Web based interface to provide global access.
  • Fully interactive reports and Dashboards.
  • Easy to use self-service interface to promote end user control
verrazzano-color.jpg

"Working with Equantiis was a great experience. They clearly understood the complexity and the nature of our request. Our business infrastructure and multiple sources of information can be difficult to understand but Equantiis was able to provide innovative solution. The result allows us to access key information quickly in order to provide a better service to our clients.”

COO
Verrazzano Capital
Neil Hedges

Do you know your visitors? If you answered anything other than a resounding “Yes!” then we can probably help you.

You May Also Like

rpsthumbnail-586x597.jpg

Equantiis aided RPS in ensuring organisation wide GDPR compliance.

Iodgdprthumbnail-586x597.jpg

Equantiis' work with IoD included a GDPR exercise to embed a privacy culture into their organisation.