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Case Study

Client Research for an Acclaimed Financial Institute

A European Financial Institute Wanted Data Research Solutions by Experts

Research is the act of diving into data sources to discover breakthroughs. An acclaimed financial institution in Europe was focused on researching finance-based client profiles. Its data warehouse comprised millions of records.

“Research Routes Millions of Leads in Any Field”

Prestigious finance-based profiles were intermixed within the warehouse. This leading financial institution meets the requirement of both B2B data insights and non-corporate organisations across Europe. Enhancing its clientele across the continent was its primary requirement.

case-study-financial
Challenges

Challenges

Discovering a massive pool of 5 million records was a significant hurdle. Subsequently, researching relevant profiles proved to be an acid test. The client research process became an intense intellectual exercise. We encountered problems in:

  • Architecting a uniform structure for all profiles.
  • De-duplication, as it deterred data quality.
  • Data loss due to errors in storage, transmission, or processing.
  • Managing simultaneous updates across all records.
  • Storing processed data in refined form after every update.
  • Managing backups for such a massive volume of data.
  • Ensuring successful transmission of large files.
  • Frequent delivery failures during data transmission.
Solution Provided

Solutions Provided

We recognised the project's potential from the very beginning. To overcome the challenges, we utilised innovative ideas and exceptional digital solutions to ensure the safe delivery of what was a precious asset to the client. Our experts eliminated barriers by:

  • Creating a unique structure for data stacking.
  • Managing all records in categorised stacks.
  • Organizing accurate data mapping.
  • Running multiple duplicate-checking modules for removing duplicate entries.
  • Arranging encrypted and highly secure methods for data transmission.
  • Allocating an extraordinary storage system for data retention.
  • Authorising access so a limited, secure number of personnel could see.
  • Restricting data loss to less than 10%.
  • Establishing a transparent operational model compliant with GDPR.
Technology Used

Technology Used

We derived new opportunities for our client via research services. We understood which techniques would best achieve our objectives quickly and efficiently. This proficiency proved our professionalism in handling proprietary data and processing. The technology that helped us earn praise from the client included:

  • MS Excel
  • MS-Access
  • Automation
Result

Result

We meticulously extracted leads from vast amounts of raw data, utilising the internet as our primary data mine, sourcing gold-standard information from various directories and websites. Frequent meetings to discuss project improvements helped us optimise our approach and navigate all obstacles. The extraordinary outcomes included the following:

  • A reduction in the client’s operational costs by 50% to 55%.
  • Seamless, friction-free operations.
  • A score of 4.5/5 in the C-SAT client satisfaction survey.
Benefits Client Get

Benefits the Client Received

We identified that high-quality leads were the client's priority. By defining clear goals and a detailed blueprint for executing data research, we succeeded. Beyond fulfilling the primary requirements, we benefited the client by:

  • Providing ready-to-use, refined data of their target audience.
  • Delivering data that required minimal further analysis.
  • Staying ahead of schedule regarding all deliveries.
  • Decreasing data loss.
  • Increasing marketability.
  • Increasing their market share.
  • Constructing a roadmap to reach prospective clients.
  • Cutting unnecessary overhead costs.

Presenting Performance with Facts

Figures to Measure the Accelerating Rate of Improvement

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M
Records Researched

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%
Data Loss

0

%
Net OC Saving

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/5.0
C-Sat Survey Rating

Success Stories

Eminenture—The globally acclaimed most trusted BPM company


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