CGI Enhances the Client Experience with Faster Data Migration to Digital Wealth Platform | Hitachi Vantara
HITACHI VANTARA
Hamburger Hamburger Hamburger
United States Community Get Support
SEARCH
Community Get Support
AMERICAS
AMERICAS
ASIA PACIFIC
ASIA PACIFIC
EUROPE, MIDDLE EAST AND AFRICA
EUROPE, MIDDLE EAST AND AFRICA
en_us

CGI Enhances the Client Experience with Faster Data Migration to Digital Wealth Platform

  • Challenge

    Challenge

    Simplify data migration when onboarding clients to proprietary wealth management platform.
  • Solution

    Solution

    Deploy Pentaho Data Integration to automatically migrate data with a single, re-usable script.
  • Outcome

    Outcome

    • Simplifies migration of client data and decreases risk of data loss or errors.
    • Reduces development time by up to 80%, freeing up the team for platform improvements.
    • Enhances the client experience and boosts competitive advantage.
Read the Full Customer Story
Customer Story Customer Story Customer Story

Challenge

SImplifying the Migration to Digital Wealth Management

When building a platform to support business processes, its features and functionality are likely to be the most important factor. But as any digital solution is only as good as the data it holds, ensuring the seamless migration of existing data is also a key consideration.

CGI is a global business and technology consulting company with 77,000 consultants and other professionals across the globe. The company delivers an end-to-end portfolio of capabilities, from strategic IT and business consulting to systems integration, managed IT and business process services and intellectual property solutions. The Global Wealth & Capital Markets team sells proprietary software to large financial services clients.

CGI’s Wealth360 solutions are designed to simplify and automate portfolio management, fund accounting and fund allocation. “Our platform helps wealth managers increase efficiency and make better decisions,” explains Joe Marchese, Director of Consulting Services, Global Wealth & Capital Markets at CGI in Canada. “Migrating client data to the platform is one of the first and most important steps in the onboarding process, so it’s key to our ongoing relationships and must go smoothly.”

CGI’s Data Migration and Conversion team used to have to develop new code for every data source. As the client’s data could include up to 200-plus data files in various formats, it was often a time-consuming and complex process.

The team had a vision to create an automated ETL (extract, transform, load) data migration process that was based on a single, flexible and re-usable script. “We wanted a single component so we could load all the client source data in a simple, automated process,” confirms Karthic Kumar, Lead Data Migration ETL/Integration at CGI.

From Customer Testimonial
Customer Testimonial

The ability to process data faster and more accurately means we can start every client engagement on the right foot. More cost-effective data migration and a better client experience adds up to greater competitive advantage.

Joe Marchese

Director, Consulting Services, Global Wealth & Capital Markets
CGI

Solution

Scalable, Flexible and Reusable Data Migration Tools

CGI has been using Pentaho Data Integration to support its Wealth360 solution since 2016. The company had used the Pentaho Community Edition prior to this, then as data volumes increased, it migrated to the Enterprise Edition.

Using Pentaho Data Integration, CGI can migrate client data to its digital wealth platforms seamlessly. In 2020, CGI enhanced its ETL capabilities with the solution’s MetaData Injection (MDI). “We worked with the Hitachi Vantara Professional Services team to roll out MDI. Now, we have a re-usable script in our framework that can process multiple source files at the same time,” explains Anil Prakash, ETL Technical Manager at CGI. “The end-to-end automated process is highly scalable and can cope with XML, CSV, or Oracle tables up to 100 GB.”

The Data Conversion and Migration team use the Pentaho MDI feature around once a week. This can be to onboard new clients or to update existing clients to the latest version of its wealth management platform. The solution provides reports so the team can reconcile source and target systems at a glance. “With Pentaho data Integration, we can identify anomalies sooner, which helps prevent deployment delays,” explains Kumar.

Next, CGI is looking to improve its data migration capabilities with additional Pentaho Data Integration features. This will include using its reporting capabilities to create real-time dashboards that deliver continuous status updates.

Outcome

Boosting the Client Experience with More Efficient Onboarding

Using Pentaho Data Integration, CGI has maximized efficiency, reducing development time by up to 80%. “We no longer have to develop and run code for every source file,” explains Prakash. “With the re-usable script within our data migration framework, we’ve also reduced run time by up to 30%. This has freed up development teams to spend more time enhancing the platform.”

The solution also ensures CGI experiences zero data loss during migrations, and has decreased complexity while increasing agility as the team can react more quickly to change. “The ability to process data faster and more accurately means we can start every client engagement on the right foot,” confirms Marchese. “More cost-effective data migration and a better client experience adds up to greater competitive advantage.”

Explore More

Data Modernization Services

Data Modernization Services

Engage the experts and lay the foundation for AI-driven business with a modern data infrastructure, governance and DataOps.

arrow link
Pentaho Data Integration

Pentaho Data Integration

Deploy data pipelines.

arrow link

Tell Your Story.

First Name
Last Name
Business Email Address
Title
Company
Address
City
Phone
Postal Code
Additional Information(optional)

Thank you. We will contact you shortly.

Note: Since you opted to receive updates about solutions and news from us, you will receive an email shortly where you need to confirm your data via clicking on the link. Only after positive confirmation you are registered with us.

If you are already subscribed with us you will not receive any email from us where you need to confirm your data.

Explore more about us:


To Talk to a Representative,
Call 1.678.403.3035

Corporate Headquarters

Hitachi Vantara LLC
2535 Augustine Drive
Santa Clara, CA 95054


View privacy policy

You’re in the Right Place!

Hitachi Data Systems, Pentaho and Hitachi Insight Group have merged into one company: Hitachi Vantara.

The result? More data-driven solutions and innovation from the partner you can trust.


Visit Hitachi Vantara
Continue

You’re in the Right Place!

REAN Cloud is now a part of Hitachi Vantara.
The result? Robust data-driven solutions and innovation, with industry-leading expertise in cloud migration and modernization.


Visit Hitachi Vantara
Continue

You’re in the Right Place!

Waterline Data is now Lumada Data Catalog, provided by Hitachi Vantara. Lumada Data Catalog, available stand-alone, is now part of the Lumada Data Services portfolio.


VISIT LUMADA DATA CATALOG
VISIT LUMADA DATA SERVICES

You’re in the Right Place!

Hitachi Consulting and Hitachi Vantara have integrated into a new company under the Hitachi Vantara brand. We help you connect what’s now to what’s next.


KNOW MORE
CONTINUE

This site uses cookies from Hitachi and third parties for our own business purposes and to personalize your experience. By using this site, you agree to the use of cookies. For more information, visit Hitachi Cookies Policy.

 
{ "FirstName": "First Name", "LastName": "Last Name", "Email": "Business Email", "Title": "Job Title", "Company": "Company Name", "Address": "Address", "City": "City", "State":"State", "Country":"Country", "Phone": "Business Telephone", "LeadCommentsExtended": "Additional Information(optional)", "LblCustomField1": "What solution area are you wanting to discuss?", "ApplicationModern": "Application Modernization", "InfrastructureModern": "Infrastructure Modernization", "Other": "Other", "DataModern": "Data Modernization", "GlobalOption": "If you select 'Yes' below, you consent to receive commercial communications by email in relation to Hitachi Vantara's products and services.", "GlobalOptionYes": "Yes", "GlobalOptionNo": "No", "Submit": "Submit", "EmailError": "Must be valid email.", "RequiredFieldError": "This field is required." }
en