Leading independent asset and wealth management firm ATR Asset Management (ATRAM) Group has elevated their services through digital technology by integrating Azure API Management and Azure Synapse Analytics into their operations.
This investment represents a significant step in digital intensity for the entire ATRAM organization and in the country.
With Microsoft’s multi-cloud management platform and support services, ATRAM was able to expand and extend the scope of its capabilities with data, making its services and products available to multiple partners and customers.
ATRAM’s vision is to enable all Filipinos to become investors, starting with more accessible investment opportunities accessible, especially to retail investors, and even disrupt the industry practice of accessing portfolios via relationship managers.
Last year, ATRAM launched an app that makes it easier for current clients to access data and for new clients to set up accounts in under 10 minutes.
“When we started implementing our digital strategy, we focused on improving accessibility and client experience. Now we need to focus on elevating that client experience that sets us apart from competitors,” ATRAM Digital Solutions head Cyrus Salvador.
“We needed to bring technology that could help us deliver the desired end-to-end experience, both internally and as we move to integrating our partners,” Salvador said.
ATRAM Data and Analytics head Bea Charmelyn Lambitco said elevating the client experience meant that the asset manager needed to provide customized solutions and advice fit for the needs of clients across varying segments, with a view of improving go-to-market time.
ATRAM recognized that access to data was not enough, especially when the data was scattered and siloed.
“We encountered data quality issues and were looking for data governance,” Lambitco said.
Using Azure Synapse Analytics, ATRAM built a unified platform that enabled it to process sensitive and critical data efficiently, safely, and cost-effectively.
Azure Synapse Analytics seamlessly integrated into ATRAM’s existing reporting infrastructure and allowed wider use of Power BI capabilities, allowing ATRAM’s teams to have quicker turnaround times for reporting.
More importantly, ATRAM can now tap into other data capabilities beyond descriptive functions and into predictive and prescriptive capabilities, such as forecasting future events or optimizing actions.
Beyond data analytics and reporting, ATRAM is also refining data warehousing.
“Our partnership with ATRAM showcases the opportunities unlocked by technology in the financial landscape. By having the right solutions that enable a client like ATRAM to scale efficiently, not only are we enhancing their operations, but we are demonstrating the potential of data when managed and optimized well,” Microsoft Philippines Chief Executive Officer Peter Maquera said.
