Through IBM cloud solutions, the company reduced costs and automated data execution and analysis, which were previously performed manually by financial analysts
Constância Investimentos, one of Brazil’s leading asset and fund managers, has adopted IBM Cloud as part of its journey to modernize the company’s database curation in a hybrid cloud, automating processes and data analysis – which were previously performed manually by the company’s analysts. Using IBM tools and solutions, the time for the initial loading of billions of stock market quote data has gone from 14 days to just 2 days. The time for incremental loading, which is new data generated daily from the initial load, has reduced from 12 hours to 4 hours and 30 minutes.
Through tools such as IBM Cloud Pak For Data – a modular set of integrated software components for analyzing, organizing and managing data – and IBM Cognos Analytics, which combines automation and AI-driven data, it was possible to optimize processes that include customer information, portfolios, investment projections and market elements, which are connected for investors' business decision-making and have high dynamism in the financial market.
Now, with faster insights, there was an increase in execution performance and agility in handling data. In addition, moving workloads to the IBM cloud generated savings of around 40% for the company, since it was possible to contract services gradually, as Constância's demands arose.
Marcio Dantas, CTO of CXP Brasil, a business partner that implemented IBM technologies at Constância Investimentos, explains that the solutions – which also involve data management within a data fabric architecture and automated dashboards – help in the process of calculations and business forecasting in the financial market through data models that are run to obtain different views and perspectives based on algorithms and calculations.
“We are talking about integrations with the CVM (Brazilian Securities and Exchange Commission), Capital IQ, Bloomberg and automated calculations of concepts and indicators. What used to be done through file exchanges over a period of days is now done in real time. We have increased the organization and coherence of calculations of concepts and indicators: in numbers, we are currently talking about 3 billion records involved in concept calculations and 6 billion in indicator calculations,” explains Dantas.
Iraldo Canella, IT director at Constância Investimentos, says that handling this large mass of data in an automated manner allows calculations and forecasts to be made for the investment fund, which directly impacts the end client. “By automating data using IBM solutions and with the flexibility of an intentional hybrid approach, we are able to generate and insert them into dashboards for investors, the company’s board, and the market. What excites me most about this project, which is still ongoing, is the possibility of building a robust architecture capable of enabling the coherent calculation of many indicators, for many countries, quickly and with redundancy,” he says.
Taking advantage of IBM Cloud’s scalability has also helped improve the company’s systematic management model, as explained by Cassiano Leme, CEO of Constância Investimentos. “We have a very large database that contains all the accounting information of all Brazilian companies that are or have ever been publicly traded, with billions of records. Monitoring more than 100 companies without a systematic and automated model would require much more time and effort from teams. With this data stored in a hybrid cloud, it is possible to separate companies that are at different stages of business and even map price trends, for example, which allows for more assertive analyses,” he says.
For Marcelo Vieira, Cloud Leader at IBM Brazil, it is clear that cloud solutions can help improve productivity and reduce complexity, extracting the full potential of data and teams. “With the flexibility of a hybrid cloud approach and innovative solutions from IBM, we are able to generate much greater security, integration, observability and agility in data management. This makes the decision-making process more assertive, with the optimization of analyses, in addition to enabling teams to dedicate themselves to more strategic functions in the business,” he adds.
About Constância Investments
Constância Investimentos is a systematic strategy manager that uses technology and quantitative methods to guide data-driven investment decisions. Founded in 2009, the company has Brazilian roots and a global perspective, offering multi-strategy solutions. With a highly qualified team and a pioneering approach in Brazil, Constância seeks to provide sustainable long-term returns for its clients, while maintaining its commitment to transparency and accountability. Learn more in this link.
About CXP
CXP Brasil, an information technology consultancy, was created to keep alive the motto “Your challenge is what drives us”, meeting the main demands of companies through solutions and services, offered in partnership with the largest manufacturers in the market. Founded in 2021, the company's goal is to unite the digital world with differentiated service, bringing the best customer experience on their journey towards digital transformation.
About IBM
IBM is a leading global provider of hybrid cloud and AI, and expert consulting. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs, and gain competitive advantage in their industries. Thousands of government and corporate entities in critical infrastructure areas such as financial services, telecommunications, and healthcare rely on IBM’s hybrid cloud platform and Red Hat OpenShift to quickly, efficiently, and securely impact their digital transformations. IBM’s advanced innovations in AI, quantum computing, industry-specific cloud solutions, and consulting deliver open and flexible options to our clients. All of this is backed by IBM’s historic commitment to trust, transparency, accountability, inclusion, and service. For more information, visit IBM.com. IBM website.
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