Case study

We Enabled a US Fintech Company to Build a Scalable Workflow and Reduce the Overall Cycle Time by Two-Thirds

SG Analytics Case Study Data Modernization


A US-based fintech organization aiming to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicers, capital allocators, and wealth managers. 
The client wanted a one-stop solution for assistance in critical customer lifecycle activities like onboarding, collection, exception handling, and support service desk. SG Analytics (SGA) worked as an extended arm for the product & support team with expertise in data operations and data management.


The workflow designed by SGA implements finance specialists involved in

  • Multiple document sourcing showcasing outcomes and strategies for hedge funds & drawdown funds
  • Document sourcing covers – account statements, transaction summaries, fact sheets, financial reports
  • Categorize documents as per client requirements
  • Mine performance data across various documents    published by the fund managers 
  • Email connects with fund managers to set up accounts on third-party websites
  • Coordinate with stakeholders on account lifecycle management
  • Develop and monitor workflow to build scalable practices to coordinate between departments and stakeholders
  • Maintain centralized database and scheduled updates 
  • Service desk support to monitor salesforce environment to manage customer requests and take required actions for timely resolution



SGA worked as an extended arm for the client as a Data Operations team and supported four critical customer lifecycle activities: 

(i)    Onboarding Read more

(ii)    Collection Read more

(iii)    Exceptions Handling Read more

(iv)    Service Desk Read more


  • 5x volume  managed without incremental operational cost
  • 70% reduction in average processing time across workflow structures
  • Logistic setup time reduced from four weeks to one week



  • On-the-go data availability with accessibility limited to only   authorized users
  • Real-time data mining with centralized data and trackers
  • Scalable workflow to manage multiple projects simultaneously with limited manual effort
  • Proactive workflow management for qualitative operational output 
  • Automated scheduled reports to meet business needs
  • Diverse operational structures curated for individual workflows    
  • Structured cadence to manage agile workflow dynamics

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