Customer Success Stories
MFS x Jacobi Interview
Transforming Investment Strategy with Technology: MFS and Jacobi
Discover how MFS is redefining client engagement and investment strategy through data-driven insights and cutting-edge technology.
In this exclusive interview, John Barry from MFS’s Strategy & Insights Group shares how the firm is leveraging technology such as Jacobi to deliver customized and scalable solutions for institutional and wealth clients across the globe.
“Jacobi has helped us scale the value we deliver—reducing time, minimizing errors, and enabling deeper, forward-looking analysis.”
Whether you're an asset allocator, OCIO platform provider, or investment strategist, this conversation offers a behind-the-scenes look at how MFS is using innovation to stay ahead in a rapidly evolving financial landscape.
Key Takeaways:
- How MFS’s Strategy & Insights Group supports clients with tailored asset allocation and risk analytics
- The role of technology in streamlining complex data analysis and enhancing decision-making
- Real-world examples of how Jacobi empowers MFS to deliver faster, more accurate insights
- How MFS uses Jacobi not only for client work but also for internal investment planning and strategy
Customer Success Stories
.png?width=1355&height=600&name=Jacobi%20X%20WTW%20(2).png "Jacobi X WTW (2)")
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