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Case study: Unlocking real-time insights from fragmented global data
A leading UK-headquartered asset manager with $25bn in AUM
A leading UK-headquartered asset manager with approximately $25bn in real estate AUM, investing across global alternatives.
The client struggled to consolidate complex, multi-jurisdictional data into timely and actionable insights.
The challenge
Multiple data sources, formats, currencies, and languages
Limited digitisation across regions and providers
Slow, manual consolidation impacting decision-making
Email-based invoice approvals creating inefficiencies
Reactive processes leading to missed risks and opportunities
The solution
Multi-format data ingestion (XLS, PDF, CSV) without manual conversion
Automated data aggregation: normalisation, enrichment, deduplication
“Map once” configuration to standardise data across sources
Workflow-driven invoice approvals with automated reminders
AI/ML-driven anomaly detection with real-time alerts
Global scalability across languages, currencies, and jurisdictions
Flexible data outputs (API, CSV, database) with Power BI/Excel integration
Managed services supporting onboarding, validation, and governance
The results
Real-time, consolidated dashboards with drill-down capabilities
60% faster invoice approval cycles
Improved decision-making through predictive insights and alerts
Reduced errors and enhanced governance
Seamless integration with downstream reporting and analytics tools
How can we help?
Driving insight, control, and performance
Create a single, trusted view of global portfolio data
Accelerate decision-making with real-time insights
Enhance operational efficiency through workflow automation
Enable proactive risk management with predictive analytics
About Apex Group
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross-asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.