Reltio MDM for a Global Asset Manager — Investor Data Governance Across 22 Jurisdictions

"The investor data quality problem was costing us in regulatory risk, operational burden, and missed distribution opportunity simultaneously. Celumai addressed all three."

— Chief Operating Officer, Global Asset Manager ($180B AUM)

Investor data was maintained separately by each fund administration team. An institutional investor with positions across 8 funds appeared in 8 different databases with inconsistent KYC status, contact details, and mandate constraints. Regulatory reporting required manual consolidation that took 6 weeks per quarter.

We implemented Reltio as the investor master data hub, connecting 8 fund administration systems, the distribution CRM, and the regulatory reporting platform. A stewardship workflow was built for ongoing KYC maintenance, with automated alerts when investor status changes required action.

Quarterly regulatory reporting time reduced from 6 weeks to 3 days. Cross-product investor visibility enabled $340M of additional AUM from existing investors in the first year. KYC completion rate increased from 71% to 99%.

Is this familiar?

Reltio MDM challenges in BFSI — what we see most often

Businesses in BFSI running Reltio MDM often face the same underlying issues: data quality problems that compound over time, automation configurations that worked at launch but have not kept pace with the business, and adoption gaps that mean the CRM captures only a fraction of what it should.

The challenge is rarely the platform itself. Reltio MDM is capable of handling this complexity. The challenge is the implementation — the data model decisions, the integration architecture, and the process design that determine whether the platform works for the business or against it.

Celumai specialises in Reltio MDM implementations and rescues for BFSI businesses. If the issues described in this case study are familiar, the causes and solutions are likely similar.