MODERN DATA PLATFORM DESIGN & REAL-TIME INTEGRATION FOR A GLOBAL WEALTH MANAGEMENT CLIENT
Challenges Faced:
A global wealth and asset management firm experiencing rapid growth through acquisitions and mergers encountered substantial data fragmentation across Salesforce, legacy systems, and regional platforms. This fragmentation resulted in poor data quality, delayed reporting, and inconsistent decision-making due to the absence of unified data connectivity. Manual workflows and isolated systems created operational inefficiencies and increased the likelihood of errors. The lack of standardized integration and centralized data visibility severely limited the firm’s ability to leverage automation, enhance CRM capabilities, and perform advanced analytics, ultimately hindering overall business performance and strategic agility.
Solutions Implemented:
Element22 delivered a modern, integrated data platform strategy that included:
Data Platform Design
Built a catalog-centric, cloud-native architecture.
Platform Integration and Pipeline Development.
Implemented real-time, bidirectional sync between CRM and investment system using IPaaS for automation and error handling.
Scalable Infrastructure to Support Global Data Access
Designed an event-driven integration layer and region-specific routing for global platforms.
Data Lake & Analytics Enablement
Designed scheduled pipelines to Azure Data Lake to support centralized reporting and downstream analytics.
Documentation and Governance
Delivered end-to-end documentation including data flows, mappings, test cases, and monitoring logic; recommended best practice governance framework for data integrity.
Results and Impact:
The implementation of the solution delivered measurable improvements across key areas of the organization:
Client-Facing Teams – gained real-time CRM enrichment and consistent client data across platforms.
Operations – improved data quality and reduced manual intervention through automated sync and validations.
Management – enabled enterprise-wide reporting and analytics with scalable architecture and centralized data lake.
Conclusion:
Element22 designed and implemented a unified data platform and integration layer that eliminated silos, automated data flows, and empowered the client with real-time visibility, operational efficiency, and a foundation for advanced analytics.
