Eight Datasets, Eight Weeks: Building One Institutional View for a $500B+ Asset Manager
How Jacobs & Company integrated eight institutional datasets into a unified market intelligence engine powering sales, strategy, and growth.
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Most teams don't have a data availability problem. They have a data integration problem.
A global asset manager with more than $500 billion in AUM was licensing institutional data from multiple leading providers. The firm had made a significant investment in data, but much of it remained trapped in spreadsheets and disconnected systems.
AI for scale. Human judgment for precision.
We integrated 8 datasets and 30+ data files from licensed and internal sources into a unified view of 100,000+ plans and 30,000+ companies.
Where machines lead
- Entity resolution
- Relationship inference
- Cross-dataset matching
Where judgment matters
- Source prioritization
- Data governance decisions
- Business logic validation
From Fragmented Data to One
Institutional View
Measurable outcomes, delivered in weeks.
100,000+
Plans Unified
30,000+
Companies Connected
8
Datasets Integrated
8 Weeks
Delivery Timeline
How the Organization Uses the Data Today
Strategy & Market Intelligence
Using unified data for planning and prioritization across leadership teams.
Sales Enablement
Driving institutional sales team adoption and daily workflow execution.
Salesforce & Tableau
Internal teams operationalizing insights within existing systems.
“We build the engine. The client runs it.”
JACOBS & COMPANY — ENGAGEMENT PRINCIPLE
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Ready to Turn Data Into Competitive Advantage?
We help asset managers, wealth firms, and institutional leaders transform fragmented information into actionable intelligence.