Data Verification of Investment Portfolios for Financial Advisory Firm

The Company: A Leading Advisory Firm Providing Financial Business Data to Economic Development Organizations

Industry: BFSI

Company Headquarters: USA

Data Verification of Investment Portfolios for Financial Advisory Firm

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The Objective:

The client a leading advisory firm supported EDOs with investment intelligence to bring in Foreign Direct Investment (FDI). To structure financial data into customer-centric investment portfolios the client required huge volumes of financial data to be captured, cleansed and validated to convert them into actionable information. The advisory firm looked for a partner to verify huge volumes of financial records captured from multiple sources. Hence the client approached HabileData to support the data collection and verification activities.

The Challenges:

Verifying 28 thousand records with more than 80 fields like foundation year, employee count, revenue, contact details, global head quarter etc.
Hiring and training resources with high comprehension skills to identify missing information and append through web research.
Finding authentic sources to verify information as different sources listed different information on the same company.
Fast-paced data decay made verification of contact details challenging.

HabileData’s Solution

Skilled team was set up to capture data from multiple sources, verify and standardise for single customer view.
Based on the on the skill set the team was divided into two parts to handle data collection and verification of different complexities.
- Semi-skilled professionals handled simple verification tasks like contact details.
- High-skilled professionals handled critical information which required mind application and logical thinking like company revenue, turnover, employee count etc.
Automation was used for quick and accurate data collection and verification.
- Macros, bots and customized crawler were deployed to crawl through multiple websites to capture address of company’s global headquarters.
- Dissimilar information of the same company across various data sources were identified through programmable bots and macros.
Verified data across multiple fields was consolidated into a structured database.
The final data was presented in a customer-centric investment portfolio format.

Business Impact

Quick and easy access to investment data
Integrated view of customer investment portfolio
Visually appealing reports

Value Addition

Accurate verification and enrichment of financial business data built robust investment portfolio to support government agencies bring in Foreign Direct Investment (FDI).

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