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
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