A prominent wealth management firm struggled with inefficiencies in portfolio reporting and client advisory workflows. Advisors spent hours aggregating data from disparate sources, leading to delayed insights and slower decision-making. As a result, the firm risked losing high-value clients to more agile competitors.

Technohandz collaborated with the client to develop an integrated, data-driven platform. The solution included:

1. Data Lake Implementation:
   Created a centralized data repository using Azure Data Lake Storage to consolidate portfolio, market, and external financial data.
2. Real-Time Analytics:
   Leveraged Databricks for processing and analyzing data in real time, providing instant insights into portfolio performance and market trends.
3. Interactive Dashboards:
   Developed user-friendly dashboards with Power BI to visualize data dynamically, enabling advisors to deliver personalized recommendations.
4. Predictive Analytics Models:
   Integrated machine learning models to forecast market trends and simulate portfolio adjustments, empowering advisors with actionable insights.

The transformation delivered remarkable outcomes:

• Reporting Time:
  Reduced from 2 days to real-time insights, allowing advisors to respond to client needs instantly.
• Advisor Efficiency:
  Freed up 15% of advisor time for strategic client interactions and decision-making.
• Client Satisfaction:
  Scores improved from 75% to 95%, enhancing retention and generating new business opportunities.