Case Study | Financial Services
Accelerating Distribution with Real-Time Insights
Modernizing distributor operations with a secure, custom-built portal that delivers instant investment insights and elevates client service.
Overview
A leading investment management company recognized a critical gap in its distribution network, stemming from a lack of immediate access to essential funds and investment information for its distribution partners. 10Pearls engineered a secure, unified platform that integrated with backend systems and modernized distributor operations.
Achieved adoption
across 10K distributors
Accelerated partner productivity
with a unified platform
Challenge
Distribution processes were being restricted by fragmented workflows, manual data checks, and inconsistent access to the latest investment information. Without a centralized platform, partners faced challenges with effective client engagements and making timely recommendations.
Solution
10Pearls designed and built a secure, centralized web portal, connected directly to the firm’s Oracle Fusion Cloud ERP / Financials and pulling live fund performance and investment data. This allowed partners to consistently have access to accurate and up-to-date information, while also eliminating the need to switch between platforms. Because it was integrated with Oracle’s financial data, the portal strengthened governance, protected sensitive information, and improved overall data integrity.
Customer
Investment management firm
Services
Tech stack
Oracle
• Oracle Fusion REST APIs
• Oracle Fusion Cloud ERP
• Oracle Integration Cloud
• Oracle Identity and Access Manage
Related case studies
Healthtech
Modernizing medical device tracking
A global leader in medical technology, specializing in diagnostic and medical imaging solutions, needed a web and mobile application to equip their field services team with real-time, accurate asset tracking and modeling to address inefficiencies in operations and patient support.
Healthcare
Simplifying advance care planning
MedStar Health, a non-profit healthcare organization, recognized the need to provide its patients and users with a more efficient and accessible way to create and share living wills and register as organ donors.
Healthcare
Streamlining telehealth service delivery
Amwell needed a more efficient method to deploy software updates and enhance their end-to-end telehealth platform. 10Pearls partnered with them to optimize platform performance and automated their fragmented software deployment processes.
Healthcare
Improving accessibility at point-of-care
A certified medical interpreter recognized that limited access to HIPAA-trained interpreters was impacting effective care for patients with accessibility challenges and disabilities. 10Pearls developed a custom platform that connects physicians with HIPAA-trained interpreters.
Healthcare
Streamlining clinical decision support
A specialty health insurance company wanted to optimize their prior authorization (PA) process and outdated decision-making platform. 10Pearls designed and developed a sophisticated decisioning engine and automated key workflows to enhance the legacy system and streamline the entire PA lifecycle.
Healthcare
Modernizing caregiver support
AARP recognized a growing need to modernize their caregiver program to better support millennial caregivers. 10Pearls designed and developed a web and mobile platform that unified caregiver resources into an accessible, easy-to-navigate solution.
Healthcare
Personalizing MSK patient care
A leading nationwide medical practice with doctor-led care teams was seeking a way to deliver innovative, accessible musculoskeletal (MSK) care to both enterprise health plan members and individual patients. 10Pearls designed and developed a cutting-edge mobile app that harnesses mobile sensor data to guide patients through physical therapy exercises.
Healthcare
Centralizing electronic health records
A major healthcare payer was struggling with operational inefficiencies due to multiple patient data systems. 10Pearls developed a streamlined solution that consolidated patient data and provided seamless access to essential information, significantly reducing workflow bottlenecks and improving care delivery.
Healthcare
Automating claims management
A national health insurance provider faced challenges with growing complexity in authorization services. 10Pearls developed a claims matching system that leveraged automation to accurately cross-match claims with prior authorizations.
Healthcare
Automating utilization management
A large multi-state healthcare payer relied on manual processes to manage prior authorizations (PA) across all lines of business. These manual workflows led to errors and resulted in tens of millions of dollars in incorrect payments due to inaccurate data. 10Pearls automated the prior authorization process, reducing errors and losses due to inaccurate data.
Ready to get started?
Contact us today to learn how we can transform your products or ideas into scalable solutions that drive business value and growth.