Client Overview
A prominent financial data provider catering to institutional clients across the US, UK, and Canadian markets faced growing challenges with outdated and rigid industry classification frameworks.
Problem Statement
The client's dependency on static, third-party classification sources led to:
- Limited adaptability to evolving market sectors
- Delays in investment strategy execution due to sluggish updates
- Inability to capture granular, emerging industry trends
- Rising operational costs and concerns over data ownership and IP compliance
These issues compromised decision-making speed and portfolio precision.
Solution Provided
Decimal Point Analytics deployed a custom-built, AI-driven classification framework, delivering:
- A proprietary taxonomy grounded in deep sectoral research
- A modular and fully customizable classification engine reflecting real-time market signals
- Seamless API integration into the client’s internal data pipelines
- Automated updates within 24 hours of corporate actions, enhancing agility and responsiveness
Outcome
- Greater investment agility: Real-time taxonomy updates empowered faster market entry and exit decisions
- Operational control: Eliminated reliance on third-party providers, reducing licensing costs and improving compliance
- Enhanced segmentation: Clients accessed more granular insights, improving risk assessment and opportunity capture
- Improved scalability: The solution aligned seamlessly with the client’s internal BI dashboards, supporting global expansion
Key Takeaway
Modernizing industry classification with AI and automation transforms investment workflows—reducing costs, improving accuracy, and accelerating strategic positioning.
Looking to replace rigid third-party classifications with smarter, real-time taxonomy?
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