Enabling Real-Time Data Transformation for a Global Investment Services Leader
Overview.
The client is a global investment management and operations solutions provider, serving institutional investors, financial institutions, and individual clients across geographies. As a regulated financial services firm, the organization relies heavily on data-driven insights to support portfolio management, reporting, and investor transparency.
The client faced significant data silos and inconsistent access to critical investment, fund, and transaction data across business units. There was a pressing need to modernize its data architecture to enable real-time data flow, seamless integration of reference systems, and provide fund managers with actionable insights through consolidated dashboards.
Solution
Coforge was engaged as the strategic partner to design, build, and manage the data architecture underpinning the client’s global investment management platform. With a dedicated team of 25–30 data professionals and a 24x7 data operations team, Coforge delivered a comprehensive data modernization program. Key initiatives included:
Real-Time Data Infrastructure: Coforge developed a composable data management service powered by Kafka-based real-time pipelines to ensure consistent, low-latency access to fund, investor, and transactional data across multiple systems.
Data Integration: A unified data abstraction layer was created to connect disparate systems, including Markit EDM for reference data and investment/accounting platforms (Portfolio Accounting, Open Fund Accounting, Closed Fund Accounting, Family Office). SSIS was used to ensure smooth, governed data flow across environments.
Analytics & Business Intelligence: Coforge designed and implemented a Fund Manager dashboard, consolidating portfolio data from multiple systems of record to provide an end-to-end view across key investment domains - positions, performance, and transactions - enabling informed decision-making.
The Impact
75% reduction in data ingestion issues, ensuring cleaner, more reliable datasets
90% decrease in analysis and research time, accelerating investment decision-making
Dashboard development time reduced from 4 weeks to just 3 days, enhancing agility
This engagement highlights Coforge’s strength in delivering data-driven transformation for global financial institutions. Coforge empowered the client to unlock value across its investment ecosystem with speed, accuracy, and confidence through real-time data architecture, advanced integration, and BI-led transparency.
