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Data Integrity

Bringing advanced web analytics and automation to Wealth Management

The Wealth Management marketing team of an Investment Banking client had issues with tracking the performance of its web marketing activity. Their existing process was labour intensive, inflexible, and inaccurate. 

Industry: Wealth Management


Too many Data Sources

Their existing data process was poor; extracting data from 3 different data sources. Analytic data was provided via a relatively inflexible reporting portal.

Manual Data Entry

Manual data entry into excel/copy and paste was a key reason why the existing process was poor, in particular the manual aggregation of Google Analytics to Excel.

Manual Download & Reporting

Manual reporting from 3 sources in PowerPoint, and manual download of pre-canned reports from their application stack introduced more errors.

No Business Rules

And this is where the problem starts: it makes consolidation of data difficult; data is inaccurate; difficult to reconcile to other data sources and hard to discern a hierarchy.

Lack of Data Structure

Multiple users, no formal data model and a difficult data structure allowed data variations and inconsistencies.

Data Solution

Data Normalisation Service and Reporting Automation

Calimere Point ran an advanced analysis of the Wealth Management data processes and identified the solution for them. 3 Key Parts of the Solution:
  1. Create a process that can flexibly identify and normalise the data from long strings into a structured format
  2. Create an automated data process that feeds a dynamic dashboard
  3. Most importantly, ensure the accuracy of the data model and rules are kept up to date on an ongoing basis

The Data Model

We were able to benefit the client greatly from our data tagging experience. We created a structured data model and a rule set that would take all the client’s data variants and mapped them to the new data standards. But such tagging can’t be blind, it has to take context into account.

Automated Data Process

  • API connections to Google (Search Ads 360; Display & Video 360; Campaign Manager) to remove the manual downloads
  • Automated run of Calimere Point’s Data Model using our modern data analytics tools
  • Output to a dynamic dashboard on a secure website
  • The solution was deployable either on-premises within the clients infrastructure, or via the CPRA Cloud Platform

Regular Communications

  • Turning off the tap of bad data: regular calls are scheduled to ensure data is on track and to give notice and agree the naming of new marketing activity.
  • This is helped by Calimere Point’s automated data process that automatically extracts and highlights i) new data and ii) existing data that has changed.
  • Data discipline gradually reduces the length of such calls as clients and agencies become more familiar with it. In the absence of this, the one-time cleaning was a waste of money.

Trustworthy data is a key element of business decision-making

Data Delivered

Providing flexible, easily accessible, and accurate marketing information on time.

Money Matters

More efficient use of spend; in one case a client’s marketing spend had to be diverted by their agency into crunching the (inaccurate) numbers.

Knowledge is Power

Transparency of marketing spend and marketing effectiveness. Provides accurate, timely information on the relative performance across regions, channels and formats.

"It’s pretty scary how wrong data collected about you can be - especially if people make important decisions based on this incorrect information. This becomes more frightening as more and more decisions become information-based.”

Related Data Solutions

Calimere Point have helped our clients gain value from the data revolution.

Peter Griffiths

Co-Founder & CEO
Peter is the co-founder and CEO of Calimere Point and has been with the firm since its inception in 2009. Prior to founding Calimere Point he spent the first 15 years of his career in Investment Banking, working within trading, structuring and risk management disciplines across a number of asset classes. Peter has a Masters in Finance from London Business School, a BSc in Economics and Finance from Oxford Brookes University and is a qualified accountant (CIMA qualification).

Dominique Nelson-Esch

Chief Marketing Officer

Dominique is a multi-disciplinary visual designer, communications and brand strategist, with a two-decade journey in collaborating with startups and SMEs. Her portfolio includes consulting for over 100 businesses globally, where she managed branding, design, and digital communications.

Dominique’s extensive background in financial services equips her with a nuanced understanding of our industry landscape, including 14 years in financial services, holding key roles such as Head of Portfolio Risk Audit and Niche Portfolio Management for major Insurers.

In her current role as Chief Marketing Officer (CMO) at Calimere Point, Dominique focuses on strategically positioning and promoting the firm. Her goal is to enhance brand awareness and establish market leadership through innovative marketing strategies that highlight Calimere Point’s expertise in delivering impactful data-driven solutions.