Creating a Single Source of
Truth for Customer Data with Boomi
Client Overview
Our client is a UK-based online investment management company headquartered in London, offering personalised investment portfolios tailored to individual goals and risk appetite. The company provides ISAs, pensions, and general investment accounts and has been recognised for its technology-driven, customer-centric approach to investment management. As the organisation expanded across multiple regions, customer data became fragmented across several systems, limiting visibility and consistency.Business Objective
The primary objective was to create a single source of truth for customer data by consolidating records from multiple systems into a governed master repository. The client aimed to eliminate inconsistencies, improve data quality, and enable personalised customer experiences supported by accurate and reliable data.Industry
Financial Services
Platform
Boomi
Service
Master Data Management
Looking to unify customer data across multiple systems and improve data governance? Partner with NeosAlpha to design and implement a scalable Master Data solution tailored to your organization.
Explore our Boomi ExpertiseResults
Single Source of Truth
The organisation established a unified customer master repository, enabling a complete and consistent view of each customer across business units.
Improved Data Accuracy
Enhanced matching and validation mechanisms significantly reduced duplication and inconsistencies across systems.
Operational Efficiency
Automation of integration and governance processes reduced the time and effort required to manage customer data.
Personalised Customer Engagement
With accurate and consolidated data, the business was able to deliver more targeted and customised value propositions to customers.
Technology Stack
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