[CUSTOMER]

A Financial Services Firm

[BUSINESS NEED]

The company was going through a growth period, adding 2-5 new companies to their portfolio per quarter. They struggled like most to onboard all new acquisitions to their current systems. One major strain was having duplicate product names as well as inconsistent product naming in their different systems.

[CUSTOMER CHALLENGES]

• Inconsistent Product Names
• Incorrect Product Attributions
• No Consistent Point-of-Truth for Product List