Deliver personalization via report automation

Asset Management

Deliver personalization via report automation

A leading asset management firm personalized offerings by automating processes to glean customer insights.


A leading asset management firm based in the U.S.


Help asset managers deliver personalized solutions to establish differentiation.

Tools and technologies

AquaData Studio, Java, Perl, Python, Spring, Hibernate, VRS, PostgreSQL, Composite and MS SQL.


A generational shift in investment behavior, changing regulations, a thinning pool of investible funds and new investment patterns are posing a challenge to asset management firms.

Our client, an asset management company, wished to overcome these difficulties and stand out by offering customer-centric solutions that are flexible and adaptable. The client was overwhelmed by the need for intense manual effort to run their front, mid and back office functions; and inconsistent business rules. Other challenges included rampant data duplication, time-consuming data validation, the inability to get a holistic view of their accounts, and poor user experience on the platform.


Iris created a robust data ecosystem and used advanced technologies such as artificial intelligence/machine learning (AI/ML), intelligent automation, cloud computing and test automation to deliver better digital experiences to the stakeholders.

We streamlined and integrated the client’s front, middle and back office functions. We helped the client integrate their back-office solutions with their custodians, increasing operational efficiency by more than 75%. We automated the creation of more than 7,000 reports. We developed a strategic reporting module that gave customers a holistic view of their accounts and holdings. We set up a business data validation team offshore and enabled self-service option for bespoke reports.


Our solution helped the client significantly improve front-end experience for customers, reduce manual effort and costs in the back office, and improve overall operations efficiency. Our actions:

  • Automated the exhibits process with 75% increase in throughput
  • Reduced manual effort by 70% and improved monthly artefact generation throughput by 40%
  • Reduced manual effort for customization in client profile management by 60%
  • Achieved $50,000 savings monthly in data validation for client profile management

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