Improve Portfolio performance by using automated Business Intelligence reports and Data Integration.

Industry: Financial Services

Client: Equipment Finance – Leasing Company

Business need

Our client was growing through a merger of three small corporations and struggled to integrate and synchronize customer, financial, and transactional data from disparate back-office systems. Due to the lack of trust in the numbers provided by the business intelligence software that was a mix of three systems and complex components, the executives had to spend hours validating the information and creating analysis and mapping tables in Excel to find equivalences between these unrelated systems.

CXO Corporation - Data Solutions - Software


CXO designed and developed data integration and master data management processes to provide a single version of the company’s information. The standardization and automation of reports across all divisions provide accurate numbers to the executive team and business managers. By using these solutions, the company can offer timely advice to brokers and internal collections teams, based on a detailed understanding of the financial products mix and current portfolio performance.


The implemented solution improved profit margin by providing an effective way to standardize and get the value out of corporate data. Our client has improved their portfolio performance by using automated business intelligence reports and data integration that save hours of valuable time and thousands of dollars by providing accurate information.


SQL Server Integration Services, SQL Server, IBM Cognos Business Intelligence (Report Studio, Analysis Studio), IBM Cognos Framework Manager, IBM Cognos Transformer, IBM Cognos Packages, and PowerCubes.

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