How a $27B Asset Manager Achieved 70% Faster Data Processing & Near-Zero Errors

Client Overview

A New York-based global alternative asset manager, overseeing $27 billion in assets, sought to enhance its data management efficiency across public and private market segments. With vast volumes of investor and financial data, the firm needed a robust CRM data management solution to streamline operations, improve decision-making, and ensure data integrity.

Challenges

The firm faced several data management inefficiencies that hindered operational effectiveness:

• High manual intervention – Excessive reliance on manual data entry increased errors and operational workload.
• Inconsistent and inaccurate data – Discrepancies in CRM records affected investor engagement and reporting accuracy.
• Slow data retrieval – Delayed access to crucial information impacted decision-making and responsiveness.
• Reactive error handling – The lack of proactive data validation led to recurring quality issues.

Recognizing the need for a scalable, automated approach, the firm leveraged advanced solutions to transform its CRM and data management framework.

Solution Delivered

Designed a comprehensive, automation-driven solution to enhance CRM efficiency and ensure data accuracy.

• Automated Data Processing & Quality Control
  Deployed an AI-driven validation framework to eliminate manual data inconsistencies.
  Introduced real-time anomaly detection and weekly sanity checks to proactively correct errors.

• Accelerated Data Retrieval & Unified Access
  Optimized CRM architecture for faster, structured data access, reducing retrieval times significantly.
  Established a centralized, unified data view to enable seamless collaboration across teams.

• Enhanced CRM Accuracy & Reliability
  Implemented a self-correcting error-handling mechanism, reducing database discrepancies to near zero.
  Ensured consistent, automated updates, increasing data reliability and investor confidence.

Business Impact

DPA’s data automation and CRM optimization strategy delivered measurable improvements:

• 70% faster data processing, allowing teams to focus on high-value tasks.
• Near-zero errors, significantly improving CRM reliability and investor insights.
• Proactive error detection, reducing reactive fixes and improving long-term data quality.
• Accelerated decision-making, with instant access to accurate, structured data.
• Enhanced operational efficiency, cutting down data review time from hours to just minutes.

Key Takeaway

For asset managers handling vast investor datasets, a structured, automation-driven CRM strategy is essential. By leveraging data analytics and process automation, firms can enhance data accuracy, eliminate inefficiencies, and make smarter, faster decisions.

Take Control of Your Data – Unlock Accuracy & Efficiency

Struggling with CRM inefficiencies and data accuracy issues?

Decimal Point Analytics helps asset managers achieve faster data processing, near-zero errors, and seamless decision-making. Get in touch today to optimize your CRM and data management strategy.