{"id":676,"date":"2024-11-18T13:45:23","date_gmt":"2024-11-18T17:45:23","guid":{"rendered":"https:\/\/www.softwareag.com\/resources\/adabas-natural\/wealth-management\/"},"modified":"2025-11-12T11:41:10","modified_gmt":"2025-11-12T15:41:10","slug":"wealth-management","status":"publish","type":"resource","link":"https:\/\/www.softwareag.com\/es\/resources\/data-integration\/wealth-management\/","title":{"rendered":"Powering wealth management with real-time data insights"},"content":{"rendered":"<div class=\"wp-block-group alignfull customer-story-wrapper has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-bottom:var(--wp--preset--spacing--l)\">\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Conozca al cliente:<\/h2>\n\n\n\n<p>This bank is one of the largest in Canada and its wealth management division manages over $1.1 trillion CAD in assets for high-net-worth individuals and families, institutions, and charitable organizations.<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f415f12b wp-block-columns-is-layout-flex\" style=\"margin-top:48px\">\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/pico.png\" alt=\"icono del pico de la monta\u00f1a\" class=\"wp-image-362\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Desaf\u00edos<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A traditional data warehouse provided out-of-date information during planned and unplanned customer calls\u2014resulting in loss of expert authority and trust.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/checklist.png\" alt=\"icono de lista de control\" class=\"wp-image-365\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Resultados<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Built a virtual data warehouse<\/li>\n\n\n\n<li>Created real-time, virtualized dashboards <\/li>\n\n\n\n<li>Improved wealth management customer loyalty <\/li>\n\n\n\n<li>Provided superior customer service <\/li>\n\n\n\n<li>Added high-net-wealth customers <\/li>\n\n\n\n<li>Cut legacy data management costs<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/lightbulb.png\" alt=\"icono de bombilla\" class=\"wp-image-367\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Soluciones<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.softwareag.com\/es\/connx\/\">CONNX<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Too many data sources\u2014no single view<\/h3>\n\n\n\n<p>This Canadian bank\u2019s wealth management division administers over $1.1 trillion CAD in assets for high-net-worth individuals and families, institutions, and charitable organizations. It\u2019s a corner of the financial world that lives or dies by the authority of information, exclusive and up-to-date analysis of trends and market movements and, above all, customer trust in the expertise of advisors.<\/p>\n\n\n\n<p>When a customer calls the bank about her portfolio, she expects her advisor to have intimate knowledge of her financial status at his fingertips, along with the right information to know when and how to act. This expertise is literally what she\u2019s paying for.<\/p>\n\n\n\n<p>But as the wealth management market has sped up, data has proliferated. On top of that, people have gotten used to instant, reliable access to information thanks to experiences interacting with Google, Apple, and Amazon. For the bank, this meant that something as simple as a caller waiting a little too long for an advisor to pull up a portfolio or confusion over which version of a report was the last a caller had received could cost a customer\u2019s business. And that of her friends, family, and colleagues.<\/p>\n\n\n\n<p>The reality was that changing data volumes and customer expectations meant the bank\u2019s customer service risked falling behind. What it needed was a solution to empower its advisors with instant access to more customer data than ever before, pulled from numerous data sources\u2014and presented in a virtualized, accessible view.<\/p>\n\n\n\n<p>Doing nothing was not an option. But the solutions offered by Oracle, TIBCO, and iWay all had critical downsides, from requiring too many components to a constant need for re-writes and re-linking data to vendor lock-in. The bank needed another way.<\/p>\n\n\n\n<p class=\"translation-block\"><a previewlistener=\"true\" href=\"\/es\/content\/softwareag\/corporate\/en_corporate\/platform\/connx.html\/\" target=\"_self\">Software AG\u2019s CONNX<\/a> was it. With seamless, powerful, and quick access to virtualize data across multiple legacy systems, the bank\u2019s advisors gained total insight into everything a caller wanted to know\u2014in real-time, in simple dashboard views.<\/p>\n\n\n\n<p>And since the bank was already using <a href=\"https:\/\/www.softwareag.com\/es\/adabas-natural\/\">Adabas<\/a>, adding CONNX meant getting a complete solution from a single vendor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Data access and virtualization: Going real-time, with a virtual data warehouse<\/h3>\n\n\n\n<p>The bank added CONNX to begin modernizing its rudimentary data warehouse. CONNX brought the bank its first taste of real-time access to a traditional data warehouse model. A model that while ideal for batching analytics, business intelligence, and reporting, is generally only populated at the end of the business day or a 24-hour cycle.<\/p>\n\n\n\n<p>\u201cOne of the key requirements for the bank was it wanted information accessible in real-time,\u201d says Daniel Bierman, Principal Product Manager, Software AG. \u201cIt also needed to be able to generate historical reports\u2014going back decades\u2014so that a wealth manager knew which version of a monthly or quarterly report was the most recent his caller had received, and what updates, including intra-day activity during the call, had occurred since.\u201d<\/p>\n\n\n\n<p>That\u2019s why, after seeing what CONNX could do for a basic data warehouse, the bank decided to harness the solution to connect to more data sources and build something even more powerful: a virtual data warehouse. The new system, which the bank called its Active Data Warehouse, would be able to access and virtualize data, and sometimes even transform it, across disparate legacy systems like Adabas, Sybase, AS400, Oracle, and beyond\u2014all in real-time.<\/p>\n\n\n\n<p>CONNX was the only solution that could deliver on the bank\u2019s needs. Its new virtual data warehouse had unique powers that differentiated it from the competition, including the ability to mine for the right information, gather data, and perform data transformation to fix errors on the fly.<\/p>\n\n\n\n<p>For instance, if the date of a particular customer\u2019s stock trade existed in different formats across different data sources, CONNX could mine for the date in question\u2014no matter how the date was formatted, such as a string with the year first or last\u2014and convert what if found to a consistent format. With CONNX feeding the virtual data warehouse, all this now happens in the background as a wealth manager visualizes trades and associated data seamlessly in a uniform dashboard.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Data-driven decisions boost customer satisfaction and growth<\/h3>\n\n\n\n<p>For the bank and its customers, the virtual data warehouse represented a total turnaround. Now that managers had a complete overview of a customer\u2019s portfolio at their fingertips in real time, customer trust soared.<\/p>\n\n\n\n<p>High-net-worth individuals knew that their investments were in the right hands no matter how the global markets moved. As word got out, the bank saw an increase in customer satisfaction, and the rising tide lifted the bank and the wealth it managed for individuals, institutions, and non-profit charities alike. Fresh data, smiling customers, and powerfully effective and direct dashboarding for wealth managers means CONNX helped raise an already sterling reputation at the bank to the next level.<\/p>\n\n\n\n<div class=\"wp-block-group alignwide sag-cards-row has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-top-color:var(--wp--preset--color--gray);border-top-width:2px;border-right-style:none;border-right-width:0px;border-bottom-style:none;border-bottom-width:0px;border-left-style:none;border-left-width:0px;margin-top:var(--wp--preset--spacing--xl);padding-bottom:var(--wp--preset--spacing--l)\">\n<h2 class=\"wp-block-heading alignwide\" style=\"margin-top:48px;margin-bottom:var(--wp--preset--spacing--m)\">Tambi\u00e9n te puede interesar:<\/h2>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f7d19e04 wp-block-columns-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--m)\">\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/09\/ds-an-03-1.svg\" alt=\"\" class=\"wp-image-1132\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Adabas y Natural 2050+<\/h4>\n\n\n\n<p>Varios clientes de Adabas &amp; Natural han encontrado la manera de mantener sus aplicaciones principales a largo plazo gestionando con \u00e9xito el cambio generacional del talento dentro de su equipo.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/es\/resources\/adabas-natural\/generational-change\/\">Saber m\u00e1s<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/08\/wp-an-01.svg\" alt=\"\" class=\"wp-image-306\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Incorpore DevOps con NaturalONE<\/h4>\n\n\n\n<p>Adopte un enfoque sin c\u00f3digo para integrar aplicaciones Natural con .NET, Java\u00ae y aplicaciones basadas en la nube.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--2\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/es\/adabas-natural\/devops\/\">Saber m\u00e1s<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/08\/ds-an-02.svg\" alt=\"\" class=\"wp-image-307\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Aprovechar los servicios gestionados<\/h4>\n\n\n\n<p>Deje que nuestros expertos le ayuden a modernizar sus aplicaciones, ahorrar costes y acelerar el desarrollo en un entorno moderno.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/es\/resources\/data-movement\/managed-services\/\">Saber m\u00e1s<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-style-left-aligned pre-footer-cta has-purple-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-top:var(--wp--preset--spacing--l);padding-top:var(--wp--preset--spacing--xxl);padding-bottom:var(--wp--preset--spacing--xxl)\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading alignfull has-text-align-left has-grande-font-size has-white-color has-text-color has-link-color has-large-font-size wp-elements-2ce05cddd5e88e341bd12df4b7140b4a\">\u00bfTu organizaci\u00f3n est\u00e1 lista para integrar los datos de la nube y del mainframe?<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-5b92afae2dd829e796e63bc93605e2ec\">Aseg\u00farate de que tu organizaci\u00f3n est\u00e9 verdaderamente basada en datos aprovechando toda la informaci\u00f3n de su negocio, independientemente de c\u00f3mo est\u00e9 estructurada, sin cambiar sus sistemas de misi\u00f3n cr\u00edtica. &nbsp;<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-dark-bg-primary is-style-dark-bg-primary--4\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/es\/contact\/\">Habla con nuestros expertos<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-dark-bg-transparent is-style-dark-bg-transparent--5\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/es\/connx\/connx-demo\/\">Solicita una demostraci\u00f3n<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Read how a leading Canadian bank used CONNX to build a virtual data warehouse, improve customer loyalty, &#038; boost wealth management services with real-time data.<\/p>","protected":false},"featured_media":677,"template":"","product":[66,48],"resource-industry":[6],"resource-topic":[21,67],"resource-type":[12],"resource-subdirectory":[65],"class_list":["post-676","resource","type-resource","status-publish","has-post-thumbnail","hentry","product-adabas-natural","product-connx","resource-industry-banking","resource-topic-data-integration","resource-topic-modernization","resource-type-customer-story","resource-subdirectory-data-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Powering wealth management with real-time data insights<\/title>\n<meta name=\"description\" content=\"Read how a leading Canadian bank used CONNX to build a virtual data warehouse, improve customer loyalty, &amp; boost wealth management services with real-time data.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.softwareag.com\/es\/resources\/data-integration\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Powering wealth management with real-time data insights\" \/>\n<meta property=\"og:description\" content=\"Read how a leading Canadian bank used CONNX to build a virtual data warehouse, improve customer loyalty, &amp; 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