Finance

The investment world requires and generates huge volumes of data in numerous formats every day, nearly around the clock. To meet the needs of their clients, our customers in the financial services and wealth management industries require information that can be accessed, delivered, analyzed and compiled – quickly, accurately and securely.

DSCS can help you implement new processes and technologies to consolidate data from multiple sources and different operating systems for integrated information access. We develop complex systems encompassing data conversion, enhancement, tracking and user interfaces to process and scrub data faster and deliver outputs that are easier to work with.

Case Studies

Wealth Management Firm: Data conversion

Challenge:

  • Increase processing speed and reduce the cost and personnel required to convert and clean financial data from different sources and formats.

Solution:

  • Develop a proprietary system to convert paper and electronic feeds into a single cohesive set of data within 24 hours of receipt.
  • Create normalization and validation programs to increase quality of data output in a smart system that would learn and adapt to continually improve efficiencies over time.

Results:

  • New system increases efficiency and capabilities, while reducing turnaround time, costs and staff resources.

Leading Nonprofit Financial Data Provider: Database and interface design

Challenge:

  • Defend client's leadership position and business advantages as competitors use technology to obtain and deliver more data faster.

Solution:

  • Develop an online retrieval system for a complex set of financial information.
  • Collect and convert information from numerous paper and electronic forms into a structured XML data set, ensuring the highest levels of accuracy.
  • Create a sophisticated search system, interface and underlying mark-up for information, range and relationship searches.

Results:

  • Ongoing data collection feeds a robust online system that saves time, effort and money.
  • Delivers the highest quality data in a user-friendly yet sophisticated environment.
  • New capabilities and systems help reinforce client's market leadership.




To get the DSCS perspective on meeting your data management challenges, contact:

Gregory A. Brown
Vice President, Strategic Development
email