Expert Services by Data Integrator

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Client

Europe's largest investment management firm

Challenge

Client sending out 400+ Solvency II reports, with that number due to increase and additional EIOPA reporting on the horizon. Current process relies on excel macros collating  and performing calculations on data across a number of csv files .  Two people working on this full time for 6 weeks each quarter.

Solution

  Used a mixture of Alteryx workflows and Python scripts, orchestrated through the Alteryx server to pull data and provide conditional logic on over 130 data points. Csv files were replaced with SQL queries linked to database and apis pulling data from the web. Man hours were reduced to 1 hour for checks each quarter. Reports were automatically scheduled and delivered to clients. Future changes to the process can be much more easily implemented through the well documented and annotated Alteryx canvas. 

Client

Fintech Sales and Marketing 

Challenge

 Company had invested in different sales/marketing/CRM software and third party intent data, but they were not getting the return on investment they hoped for. They was generating a lot of great data, but it sat in multiple siloed locations (customer data, web data, marketing, intent data, events), and they were not able to generate actionable intelligence from it. Salespeople were reluctant to synthesise information across 10 different screens and mainly lived in Salesforce (CRM).

Solution

  To solve the complexity of multiple data sources not correlating into actionable intelligence for the business, Data Integrator mapped all of the data into a single data warehouse built with Snowflake, whilst adding artificial intelligence algorithms in order to help identify priority prospects at a account and prospect level. MLops strategy was also implemented to constantly check these machine learning algorithms for accuracy and retrain models automatically if necessary. A sales and marketing information hub was beautifully designed and built using Thoughtspot and we integrated this dashboard into the clients Salesforce so the salespeople could work from one place. Using  Thoughtspot technology, salespeople were also able to create their own custom dashboards by simply describing in natural language what they wanted to see.

Client 

Private members casino in London 

Challenge 

Casino serves a small audience of high value players, croupiers record a lot of data on playing sessions through tablets on each of the playing tables. There was a issue with data quality as the data was entered by hand, the casino also didn’t feel they were getting a lot of value from this data

  Solution 

 Established reliable data through the use of specialist tools and artificial intelligence (Trifacta\Alteryx) to analyse  data quality, rectifying any issues such as discrepancies due to typos, inconsistent formatting, null values, and so forth. This cleaned data was then enriched with improved metrics. Patron's £ win/loss per visit may not provide a comprehensive understanding of casino performance, so we created new data fields such as Expected Value of a visit/playing session; using fixed odds for non-skill games and monitoring player performance over a significant playing time for skill games like Blackjack to adjust the expected value calculation accordingly.
Additionally we incorporated metrics such as: Customer Segmentation: Categorizing customers based on their characteristics, game preferences, and spending patterns. Return on Entertainment Spend: Especially relevant when offering complimentary services like hotel stays.
RFM Scoring: Prioritize high-value players using Recency (time since the last visit), Frequency (number of visits), and Monetary value of the visits. 

Client

London based investment manager

Challenge

  Pension investors are keen to have more visibility on Environmental, Social, and Governance issues (such as climate change, human rights, and executive pay) attributed to their investments, and how the investment manager is evaluating these companies, especially for ESG fund ranges. Investment manager had developed a proprietary, rules-based approach to scoring companies, creating a need to be transparent on this methodology to drive fundamental change in the market.

Solution

 We helped break down the ESG score for each company into it’s many constituents and helped develop a traffic light system for 34 unique areas of interest (i.e. carbon emissions, business ethic incidents etc). We also marked the peer group of that company on this traffic light scale and indicated where the company was trending over time in that particular area. This information was beautifully incorporated into a Tableau dashboard that was seamlessly integrated into the investment managers website. Investment clients could search by company name or ISIN and get the breakdown of that particular ESG score

Client 

Personal training facility with multiple locations

Challenge

  Trainers currently logging client session performance on spreadsheet, not visible to client and no performance tracking over time. Body measurements taken by hand also stored on spreadsheet with no way of conveniently tracking body composition changes. Client details were captured on PDF at signup and were stuck in that format.

Solution 

  A custom application was built to capture new training, measurement, and customer data and store directly in new cloud database. Old data was pulled from PDFs and spreadsheets and added to database also. A portal was then added to the client's website where their customers could see their gym performance and body composition improvements visually represented to them, as well as statistics on sessions attended over time.