Instrument Data Management Platform for a Global Wealth Management Conglomerate | Tech Mahindra

Instrument Data Management Platform for a Global Wealth Management Conglomerate

About the Customer

The client is a leading global wealth and asset manager based out of Luxembourg. It offers investment capabilities and investment styles across all major traditional and alternative asset classes.



The client aims to reduce operational costs by transforming reference data management operations in their Fund Services and Asset Management division, through an optimization of their operational expenditure model.

Approach & Solution

Integrated Managed Services

Tech Mahindra rose to the challenge and developed a unique and differentiated end-to-end managed service (MDS) by combining a robust and mature software platform hosted on an underlying infrastructure coupled with reference data operations.

Streamlined Service Delivery

Use of operational best practices and knowledge management framework to enhance service delivery

Open-Source Optimization

Use of open source tools to reduce cost and enhance efficiency

Enhanced Query Handling

Improved customer query management established by implementing effective tools


Value Delivered

Efficiency and Savings

Customer achieved significant cost savings (30% reduction) and operational excellence for their data management systems

Unlocking Asset Value

Customer monetized their asset , there by unlocking economic value from an IT asset

Optimized Cost Solutions

Replacing end of life shelf products with sophisticated and cost effective solutions

Infrastructure Cost Optimization

Capex to Opex conversion of Infra costs adding more cash for the client

Seamless Business Transition

Uninterrupted business activities through effective transition methodology

Cost, Value, Quality

30% reduction in operations cost, asset monetization for the customer and improved data quality