The same client, keyed five times
One household exists in the core system, CRM, portfolio platform, GL, and risk tools — with five versions of the truth.
Use case · Finance
One client. Five systems. One number you can trust.
An officer onboards a client today. Scroll, and follow that record from the onboarding desk, through the five systems that hold your book today, to the board pack and the exposure number — and watch what changes when it's only entered once.
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Why finance
Finance doesn’t have a data shortage. It has a distance problem.
Every transaction, position, and client record is data. The gap is the distance between the desk where numbers are born and the reports the board and the regulator steer by.
Reporting runs a cycle behind
Board packs and returns are assembled by hand. By the time exposure is compiled, the market has moved.
Profitability surprises at review
Client and product profitability is pieced together on request — too late to change pricing or focus.
Judgment lives in a few heads
Credit precedents, product knowledge, and client history belong to senior people — and leave with them.
The journey
Seven steps. One number.
The health of the book lives in clients, positions, and exposure — born at the desk, steered by in the boardroom, watched by the regulator. The seven steps below walk one client's record along that route, each removing a place where the number breaks today. Follow the line.
Data FoundationBusiness IntelligenceAI & Automation
Core bankingCRM / onboardingPortfolio platformGeneral ledgerRisk & compliance
Where the client is scattered today
One central platformMicrosoft Fabric
This is where the number's journey changes. Instead of being re-keyed into the core system, CRM, and risk tools separately, it lands once — here — and flows everywhere it's needed. Five versions of the client become one.
Step 01 · Data Capture & Quality
01The number is born
An officer onboards a new client. Today the record starts in a form filled in differently by every advisor and gets patched downstream over and over — whether anyone ever trusts it is decided right here, at the desk.
Our approach
We help define what each client and account record must carry — identifiers, risk classification, consent — and enforce quality at the point of entry, so the record is right at the source.
Who feels it
Front officeOne clean entry at onboarding — no downstream data-fix tickets.
ComplianceKYC completeness enforced by design, not by periodic file review.
OperationsFewer breaks and exceptions caused by bad reference data.
The payoff — Client and account data is complete from day one — remediation projects shrink, and every downstream number gets cleaner.
Step 02 · System Integration
02It stops being re-keyed
That client used to exist five times — in the core system, CRM, portfolio platform, GL, and risk tools — each with its own balance.
Our approach
We help map how client and position data should flow and build a single client master — so one entry propagates to statements, the core system, and regulatory reporting on its own.
Who feels it
AdvisorsA complete picture of the client relationship in one place.
OperationsReconciliation breaks drop; exceptions become the exception.
ITGoverned integrations on one platform — not a web of point-to-point scripts.
The payoff — Hours of reconciliation disappear, and every function works from the same client and the same balance.
Step 03 · Business Intelligence Roadmap
03It reaches the report by itself
Board packs and returns are still assembled by hand each cycle — so exposure questions take days, long after the market has moved.
Our approach
We help automate the reports you already produce and stand up self-serve exposure and profitability views — refreshed on demand, while decisions can still be adjusted.
Who feels it
ExecutiveExposure and profitability visible on demand, not once a cycle.
AnalystsThe collection week disappears; the work becomes analysis.
RiskPositions and limits monitored continuously, same definitions everywhere.
The payoff — Answers to “what’s our exposure?” arrive in minutes instead of days — while decisions can still be adjusted.
Step 04 · Data as a Product
04Everyone agrees what it means
“Assets under management” means different things to sales, finance, and risk — and month-end debates about whose number is right are routine.
Our approach
We help the business settle on one definition per number and publish each KPI with an owner and a source — findable by anyone, from the desk to the boardroom.
Who feels it
New hiresRamp on the numbers in days, not months.
AnalystsFewer “can you pull this for me” requests.
LeadershipOne agreed definition per number, across front office and finance.
The payoff — Self-service that’s actually self-serve — the KPI library becomes the shared language of the business.
Step 05 · AI & Automation Governance
05It stays safe around AI
Analysts are already pasting client details into AI tools — client PII and material non-public information need guardrails before that spreads, and a regulator will ask how it’s controlled.
Our approach
We help classify data by sensitivity and set up a governed AI environment — a document assistant can read public filings while client accounts stay ring-fenced, with every use logged for an examiner.
Who feels it
ExecutiveAI adoption with a defensible control story for regulators.
ComplianceClient data ring-fenced from AI tooling, with an audit trail.
EveryoneA clear answer to “am I allowed to use AI for this?”
The payoff — AI gets adopted broadly and safely — on governed data, with an audit trail an examiner can follow.
Step 06 · Data Culture & Engagement
06The front office shapes what’s built next
Advisors and operations staff know exactly what’s broken about the data they work with — but workarounds multiply instead of fixes.
Our approach
We help put a visible request channel in place, from idea to shipped — so the people closest to the client keep shaping how the data is captured and used.
Who feels it
Front officeTheir input visibly shapes the tools — so they keep giving it.
LeadershipPain points surface early, with context, instead of festering.
The orgAdoption compounds — each shipped request builds trust in the next.
The payoff — The business keeps getting more data-driven after the engagement ends — improvement becomes routine, and visible.
Step 07 · Centralized Knowledge Base
07It becomes know-how
Credit precedents, product knowledge, and client history live in a few senior heads — and walk out the door with each departure.
Our approach
We help stand up a central knowledge base with AI-assisted capture — so a retiring credit officer’s precedents inform the next borderline case, not a departure loss.
Who feels it
OfficersPolicy and precedent at hand for every decision.
New staffOnboarding from a knowledge base, not from shadowing alone.
AI toolsThe context they need to be accurate about your institution.
The payoff — Onboarding and AI both get faster and more accurate — institutional judgment stops walking out the door.
The same number, everywhereDesk to boardroom
Board & risk dashboardsKPI portalGoverned AIKnowledge base
The client the officer onboarded this morning is the exposure figure on the board pack — on agreed definitions, ready for an examiner. One entry, one truth — the book visible while decisions can still move.
Benefits realized
What changes when the strategy lands.
The shifts below are what the seven focus areas add up to in a financial institution — desk to boardroom, onboarding to examination.
BeforeThe same client keyed into five systems
AfterOne client master, entered once
BeforeBoard packs assembled by hand each cycle
AfterAutomated flow, refreshed on demand
BeforeExposure questions answered in days
AfterExposure by segment in minutes
Before“Ask the analyst” for every report
AfterSelf-serve KPI portal with definitions
BeforeAI experiments near client PII
AfterGoverned AI with an examiner-ready trail
BeforePolicy and precedent in a few senior heads
AfterA searchable, living knowledge base
How we engage
Strategy and execution, delivered together.
We don't spend months writing a roadmap before anything changes. Each phase combines discovery, design, and implementation, so your teams begin using new capabilities while the roadmap continues to evolve.
Discovery & Assessment
We learn how your institution actually runs — from the onboarding form at the desk to the pack on the board table.
Interviews across front office, operations, risk, and finance Inventory of core, CRM, portfolio, GL, and risk systems Gap map: where client, account, and transaction data break down Audit of existing reports and the manual effort behind them
Mostly conversations — no disruption to client work. You end the phase with a map of every place the same client is re-keyed or reconciled, and what that costs.
Analysis & Framework Design
We design the central platform and start building — capture, connections, and guardrails, as requirements firm up.
Central platform and customer/vehicle data model on Microsoft Fabric / Azure / Databricks Capture-at-entry design: guided onboarding with built-in checks Integrations ranked by ROI — client master to core and CRM first Sensitivity tiers and AI guardrails for client PII and account data
The first automated reports replace manual ones mid-phase. A pilot team runs the new onboarding flow with live clients, and their feedback shapes the design.
Roadmap & Validation
You leave with a phased roadmap and a substantially implemented platform — a plan and working capability, together.
Phased roadmap covering every data initiative Priority dashboards and system connections live KPI portal and knowledge base stood up Wish-list platform open to front office and operations
The board pack already assembles itself. There’s one place to find every number — and a prioritized plan for what comes next.
Phases can be resequenced to fit your priorities. Engagement model and investment are tailored per organization — book a meeting and we'll scope it to you.
Start here
Bring us your systems and your book.
We'll show you how your data should flow, identify the biggest opportunities for improvement, and define a phased engagement that fits your business.
30 minutes No obligation Microsoft Partners