About the Client
Client is one of the largest asset management companies with branches spread across India. Manages a comprehensive range of schemes to meet investors varying needs.
Client’s Pain Points
The client was consolidating its customer databases comprising millions of records among various portfolios. It was imperative for client to maintain a single master data-base of unique customers by End Of Day (EOD).
Client was facing several challenges:
Client banked on POSIDEX’s extensive domain knowledge in BFSI and innovative matching and de-duplication technologies in handling variations in names and addresses and scaling to voluminous data. POSIDEX delivered its PrimeMatch® based Data Management Solution with powerful SetMatch® bulk matching engine.
Using POSIDEX solution, the client could now:
This case successfully demonstrates POSIDEX’s capability to handle complexity of matching process in creating customer master database, as well as generating customer profiles periodically.