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December 16, 2025 6 min read
Minimum Viable Architecture: From Project Thinking to Platform Thinking
Discover how minimum viable architecture (MVA) empowers organizations to balance rapid delivery with long-term flexibility. Learn practical strategies to standardize interfaces, preserve extension points,…
August 18, 2025 4 min read
From Chaos to Clarity: Transforming Data into Strategic Intelligence
Firms are investing in more tools, more feeds, and more data, but many still struggle to make their data actionable. Sales teams rely on…
February 28, 2025 6 min read
Faster, Smarter Data for BI Tools
For Business Intelligence (BI) professionals, CRM administrators, and Sales Enablement teams, managing large volumes of data, ensuring its accuracy, and turning insights into action…
February 21, 2023 4 min read
Differentiate with CRM Data Management
With more asset managers looking to cut costs and outsource, how should you choose your CRM data management solution partner and avoid the risks…
December 16, 2021 5 min read
Unify Intermediary and Institutional Data with Asset Management Technology
This article guides you through the process starting with how retail and institutional teams function with unique data requirements to how they can work…
May 27, 2021 6 min read
Using BI to Identify Actionable Opportunities
BI professionals from our client community (29 individuals from 16 asset managers) came together for a roundtable event to discuss how they’re activating data…
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