Case Study

Precisely Data360 selected by financial services organization for investment hub governance initiative

Precisely Data360 selected by financial services organization for investment hub governance initiative

Overview This Fortune 100 mutual life insurance company has partnered with Precisely since 1990 to assure the quality of their critical business data. Precisely solutions span a vast array of systems and processes to validate the integrity of data required for key business operations such as performance accounting and revenue recognition. In 2014, they built a new, state-of-the art investment data hub. The CDO proactively implemented Precisely solutions to achieve quality data that could be trusted from incoming sources like custodial banks, third party vendors and on-line asset managers that fed their deal allocator system, new investment accounting system, data warehouse and ultimately, their general ledger. In parallel with the implementation of the services organization

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