Client Data From Multiple Sources Creates Chaos
The Problem

The customer, a leading financial clearinghouse, had been using spreadsheets and lists to manage its data. Spreadsheets were kept in dozens of offices and organizations, which made it difficult for anyone to get an overview of the data.

The Solution

The customer's ACES data information platform provides a central place for all stakeholders to access their own data and share the information they need with others.

The solution has not only made it easier for employees to access the data they need, it has also improved communications by making it possible for them to filter and display the data in a way that makes sense to them—for example, by showing which customers have opened or closed accounts.

JP Morgan
Golden Tree Asset Management