Building a governed data foundation
Curate Partners helped a leading bank modernize its data product and governance framework to enable real-time insights and enterprise reporting.
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Financial Services
Accelerating Analytics at Scale with a Data Product Playbook
We partnered with a leading financial institution to design and roll out a practical Data Product Playbook that standardized how data is defined, governed, and consumed. This approach accelerated analytics, automation, and compliant reporting through prioritized, certified data products.
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Driving Efficiency and Compliance through IT Service Management and Automation
Financial Services Driving Efficiency and Compliance through IT Service Management and Automation Focus Areas IT Service Management (ITSM) Process Automation Operational Efficiency Business Problem A global financial services firm faced increasing pressure to streamline IT operations while ensuring compliance with stringent regulatory requirements. Fragmented IT processes, manual ticket handling, and inconsistent documentation created inefficiencies and
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Automating Data Reconciliation and Enhancing IT Infrastructure for a Financial Services Company
Finance Automating Data Reconciliation and Enhancing IT Infrastructure for a Financial Services Company Focus Areas Automation IT Infrastructure Digital Transformation Business Problem A fund administration company was struggling to manage data across its platforms. It used manual processes to reconcile data from multiple sources, but this brought in inconsistencies in reporting and increased the risk
Automating Tax Compliance and Optimizing Processes for a Financial Services Firm
Finance Automating Tax Compliance and Optimizing Processes for a Financial Services Firm Focus Areas Automation Process Optimization Digital Transformation Business Problem A tax compliance and advisory company used manual processes, which were slow and prone to error, for managing tax credit studies, invoice reviews, and tax returns for its corporate clients. This delayed client service
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Automating Trade Reconciliation and Standardizing Client Reporting for a Financial Services Company
Finance Automating Trade Reconciliation and Standardizing Client Reporting for a Financial Services Company Focus Areas Automation Process Improvement Digital Transformation Business Problem A mid-sized financial services company was struggling with high operational costs and low client satisfaction because of difficulties in trade reconciliation and client reporting in its middle-office operations. The firm manually reconciled trades
Optimizing Client Service and Data Management for a Financial Advisory Firm
Finance Optimizing Client Service and Data Management for a Financial Advisory Firm Focus Areas Data Management System Digital Transformation Automation Business Problem A financial advisory was facing challenges in managing client information. The company didn’t have a centralized system to organize and follow client interactions, service requests, and portfolios, and advisors had to spend quite
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Automating Trade Reconciliation, Account Opening, and Tax Reporting for a Wealth Management Firm
Finance Automating Trade Reconciliation, Account Opening, and Tax Reporting for a Wealth Management Firm Focus Areas Automation Digital Transformation Business Problem A wealth management firm was struggling to meet client expectations. Their use of manual processes caused operational delays for key activities such as new account opening, tax preparation, and trade reconciliation and resulted in
Streamlining Project Management and Process Improvement for an Investment Management Firm
Finance Streamlining Project Management and Process Improvement for an Investment Management Firm Focus Areas Project Management Data Integration Key challenges: The lack of a standardized project tracking system was creating challenges for an investment management company. The firm had no visibility into the overall progress and allocation of resources which led to inefficiencies and duplicate
IT Automation and Operational Efficiency Enhancement for a Wealth Management Firm
Finance IT Automation and Operational Efficiency Enhancement for a Wealth Management Firm Focus Areas Digital Transformation Automation Business Problem Manually processing key workflows such as trade reconciliation, account opening, and tax preparation led to delays, and errors, and impacted client satisfaction for a wealth management company. The firm needed to standardize and automate these processes
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