How a fund administrator fixed its data and sped up AI

This service provider delivers corporate services and fund administration for clients across multiple time zones. Its client records lived in four separate systems, each owned separately, with no master data. That meant there was no agreed version of its core records, and nobody had a clear view of how the key systems connected.

The people side needed work too. There was no shared view of how ready the business was for change, and teams weren’t sure how to prepare, so a slow rollout was a real risk. Everyday work was costly as well. Around 15,000 emails came in each month, and every one was read, sorted and routed by hand, taking about 90 seconds each.

We started by finding out what was really there. We ran a full tech stack analysis, mapped every integration gap end to end, and assessed the data debt across all four systems. Then our data and AI consulting began building towards one golden source, a single record that everything else works from.

We worked on the people side at the same time. We built a readiness blueprint with the business teams, assessed each function in turn, and prepared people before any new technology arrived.

With the foundations underway, we put AI where it could help straight away. We deployed Enate’s Email Agent to sort inbound emails and route them to the right team, taking manual triage out of the workflow.

Every integration gap is now mapped, giving a clear foundation for full integration. Four systems are consolidating into one, the single source of truth is underway, and data debt is coming down.

Teams that weren’t sure how to prepare are now queuing up to adopt new solutions, and rolling one out takes a week. Emails are sorted around 100 times faster and about 100 times cheaper than by hand, so the team has room to take on more volume without adding headcount.