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Global Financial Services Company


Global Financial Services Company Overcomes Challenge of Complex Client Data Integration With Centerprise

"Centerprise has saved our company significant programming time and resources. With our former tool we would have had to build complicated SSIS packages to transform huge amounts of disparate incoming data. There aren't a lot of bugs in Centerprise and it works as advertised. Centerprise serves all of our complex data integration needs."
Application Developer



This diversified financial services holding company has subsidiaries worldwide engaged in investment and financial planning, as well as investment banking and asset management. Total client assets exceed $400 billion.



With more than 6,000 financial advisors serving more than 2.5 million accounts in more than 2,500 locations throughout the United States, Canada, and overseas, the IT team for this company takes care of daily mass account transfers from incoming clients, most of whom have disparate data systems using fixed length, Excel, and SQL database formats that must be transformed into the main SQL database format. Frequently, data does not conform to existing layouts, adding to the complexity and causing delays in validating and processing.  Because new clients join the company constantly, data integration is an ongoing challenge.


Business Needs

This company needed a robust data integration solution that could handle the complexities of validating and processing mass account transfers in a myriad of formats quickly and reliably. With new clients joining the company on a daily basis, delays in onboarding and transferring data had to be overcome.


Astera Solution and Results

The IT team, which consists of both developers and business users, chose Astera’s Centerprise Data Integrator because of its user-friendly, unified environment that provides a straightforward means to create the many complex data mappings needed to transform client account data into the company standard data format to be integrated into the server. Centerprise provides native connectivity to all the common file formats such as fixed length, delimited, Excel, COBOL, XML, and PDF, and supports all encodings. This enabled the team to address all of the disparate data formats and efficiently map and integrate incoming data into the company database.


Why Astera

Centerprise Data Integrator's sophisticated complex data-mapping capabilities and native connectivity combined with its unified environment and user-friendly interface was precisely what this company's IT team needed for the task at hand.


Astera brings powerful data management and application integration solutions within reach of any organization. Astera's open source solutions for developing and deploying data management services like ETL, data profiling, data governance, and MDM are affordable, easy to use, and proven in demanding production environments around the world. For organizations looking to jump-start a big data initiative, Astera provides applications that accelerate data loading and other aspects of Hadoop setup by enabling developers and analysts to leverage powerful Hadoop technologies like Hadoop Hive, Pig, and Sqoop without having to write Hadoop code. Astera's ESB and data services infrastructure solutions extend proven Microsoft technologies like WCF and MSMQ to deliver affordable, flexible service enablement of distributed applications. To help enterprises improve operational performance, Astera also offers packaged solutions that support business process modeling and simulation as well as rapid development, testing, and deployment of process-oriented applications..NET, SQL Server and all Microsoft-related trademarks are the property of the Microsoft, and are used with permission.