Wealth & Asset Management
The Future of Data Collaboration for Wealth and Asset Managers
The digital age brings unprecedented challenges and opportunities for Wealth and Asset Managers. Whether it's risk analysis, portfolio management, or regulatory compliance, the currency of success is data. Cinchy specializes in Controlled Co-Production of Data that redefines the way data is accessed, shared, and managed across your organization.
Why is Controlled Co-production of Data Crucial for Wealth and Asset Management?
Wealth and Asset Management is a landscape replete with complex portfolios, compliance regulations, and multi-level strategies. The capacity to rapidly share and synchronize data across various platforms not only enhances your operational agility but also provides a framework for regulatory compliance and secure data sharing.
Agility & Speed
Traditional data systems are slow and rigid, making it difficult to adapt to market changes. Cinchy's data collaboration ensures flexibility without compromising control.
Efficiency
Eliminate data silos and duplicate work. Controlled co-production means every piece of data is captured once and used across multiple applications.
Compliance
As regulations like GDPR and Dodd-Frank evolve, controlled co-production allows for real-time, compliant data sharing within and across organizations.
Capabilities Designed for Wealth and Asset Managers
Liberate data from applications, manage and control as data products, and provide instant access and real-time data collaboration.
Data Federation
Avoidance of central bottlenecks by distributing work across business domains. Cinchy facilitate seamless cross-functional data sharing without creating a central point of failure.
Data Liberation
Two-way sync of data to/from existing systems and a semantic model. Cinchy allows you to avoid costly, use-case specific integrations and leverage your existing investments.
Data Collaboration
Controlled co-production of data across teams. Cinchy unlocks the capability to execute complex, data-driven operations seamlessly.
Top Ten Use Cases Enabled by Data Collaboration
Client Profiles
Address inconsistencies in client data and enable better personalization, enhancing client retention and targeted advising.
- Collaborative Data Products: Client Profiles
- Teams: Client Services, Advisors
- Systems: CRM, Portfolio Systems
Portfolio Analytics
Overcome data silos and delayed decision-making, gaining real-time insights and enhancing risk management
- Collaborative Data Products: Portfolio
- Teams: Analysts, Portfolio Managers
- Systems: Trading Platforms, Analytics Software
Compliance Reporting
Automate compliance reporting, reducing regulatory risks and avoid regulatory fines
- Collaborative Data Products: Compliance
- Teams: Compliance, Legal
- Systems: Compliance Tools, Internal Databases
Trade Execution
Optimize trade efficiency and reduce slippage, resolving issues related to latency, trade errors, and real-time collaboration.
- Collaborative Data Products: Trade Data
- Teams: Traders, Analysts
- Systems: Execution Management Systems, Risk Management Systems
Financial Planning
Enhance client satisfaction by improving the accuracy of financial projections and data reconciliation, addressing issues related to inaccurate forecasts.
- Collaborative Data Products: Portfolio Data
- Teams: Financial Planners, Client Advisors
- Systems: Planning Software, CRM
Asset Allocation:
Optimize returns and adjust to market conditions in real time to overcome challenges associated with non-optimal asset mix and data silos.
- Collaborative Date Products: Asset Mix
- Teams: Portfolio Managers, Risk Managers
- Systems: Portfolio Management Systems, Analytics Platforms
Market Research
Make informed investment decisions and timely strategies, resolving problems related to stale data and delayed information flow.
- Collaborative Data Products: Market Data
- Teams: Research Analysts, Strategy Teams
- Systems: Market Data Providers, Internal Research Repositories
Client Onboarding
Streamline onboarding processes and ensure compliance assurance, reducing slow onboarding and data errors.
- Collaborative Data Products: Client Data
- Teams: Client Onboarding, Compliance
- Systems: CRM, KYC/AML Systems
Fraud Detection and Prevention
Share suspicious activity reports across platforms in real-time.
- Collaborative Data Products: Trading System
- Teams: Compliance, Legal
- Systems: Compliance Tools, Internal Databases
Tax Optimization
Maximize post-tax returns and ensure compliance with tax regulations, addressing issues related to tax filing errors and inefficient tax planning.
- Collaborative Data Products: Tax Data
- Teams: Tax Advisors, Portfolio Managers
- Systems: Tax Software, Portfolio Management Systems
Seamless Digital Transformation
Building on Existing Investments
Avoid rip & replace strategies by building on top of your existing systems. Cinchy's two-way data sync allows you to extract maximum value from your current technology investments.
Future-Proof Your Technology
Control and AI
Data collaboration also uniquely enables controlled deployment of cutting-edge technologies like generative AI. With Cinchy, you can securely share training data and AI model outputs, ensuring that you maintain control while adopting advanced capabilities.
See data collaboration in action!
Connected data without the effort, time, and cost of traditional data integration.