A major global investment firm managing over $250 billion in assets faced significant challenges due to siloed information and fragmented business practices across its large workforce. Critical investment data was scattered across multiple systems, combining structured and unstructured formats, making it difficult for professionals to locate and access needed information efficiently. Employees often needed prior awareness of data existence and permissions to retrieve it, causing delays in decision-making. This inefficiency led to wasted time, reduced productivity, and hindered the firm’s ability to make timely, informed investment decisions across its diverse global portfolio.

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