TruBI Helps a Top 10 Financial Wealth Management Company to Generate Faster and Accurate Reports
Case Study

TruBI Helps a Top 10 Financial Wealth Management Company to Generate Faster and Accurate Reports


A top 10 Financial wealth management company of India and one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services.


Financial Services



The client had multiple BI tools and solutions, however they failed to get a consolidated view of the reports generated. The users were heavily dependent on the IT teams for adding additional columns and data for creating the reports and dashboards as they were not able to do it by themselves.

The client wanted a single, integrated, flexible, self-service centralized BI and reporting solution which will enable its business users to analyse & monitor critical information for effective and faster decisions.


Datamatics team of experts understood the requirements of the client and suggested the use of its centralized BI solution, TruBI, coupled with SQL data warehouse.

The comprehensive solution offered an integrated data warehouse to provide holistic and streamlined data at the data warehouse level with automated data validations.

TruBI dashboards helped in monitoring KPIs and conducting drill-down analysis for quick decisions and provide user-friendly dashboards with detailed and clear instructions thus providing an enhanced User Experience.


Decision making speed - BI Tool Case Study

Decision making speed

Increased due to visualization of important information

User Satisfaction - BI Solutions Case Study

User Satisfaction


Data Security - Business Intelligence Solutions case study

Data Security

on a very high level

Accuracy in Reporting Analysis - BI Tool case study


In reporting, analysis and planning

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