This customer profile describes a New York–based wealth management company with around 1,000 employees that provides services ranging from estate planning and insurance advisory to investment and family office management. To strengthen analytics and reporting, the firm implemented Oracle Fusion Data Intelligence alongside Oracle ERP Cloud. ITC supported the initiative with end‑to‑end analytics services, ensuring seamless integration and customization aligned with business needs. The engagement included training, coordination with Oracle support, and implementation guidance to avoid disruptions. As a result, the company improved data visibility, analytics capabilities, and decision‑making, gaining more reliable insights to support financial planning, operations, and long‑term growth.

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