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Franklin Templeton unifies data to unlock AI‑driven intelligence at scale
Franklin Templeton’s Transformation at a Glance
Eliminated the overhead of platform upgrades, security patching, and infrastructure management
Enabled long-term scalability, data consistency, and AI‑powered analytics across the organization
Improved data oversight and accountability through Strategy’s enterprise‑grade governance framework
Unlocked access to Strategy’s latest AI capabilities to explore new analytical use cases
The Challenge: Fragmented Data Foundations After a Major Acquisition
Franklin Templeton manages $1.6 trillion in assets for institutional, retail, and high‑net‑worth clients worldwide. But its 2024 acquisition of Putnam Investments introduced a significant data integration challenge: a fragmented analytics ecosystem spread across multiple deployments.
The firm operated two on‑premise Strategy environments, each with its own authentication system and governance model, while Putnam relied on an AWS‑based deployment using Okta single sign‑on. Each environment also maintained its own semantic layer, business logic, and security configuration.
This resulted in inconsistent analytics outputs, duplicated logic, and no unified, governed foundation for enterprise analytics. The fragmented setup also prevented Franklin Templeton from adopting Strategy’s latest AI capabilities, limiting the speed and scale at which teams could access trusted insights.
The Strategy: Building a Unified, AI‑Ready Data Foundation
The Foundation
Franklin Templeton began by establishing the security and compliance groundwork required for cloud migration. The firm configured firewalls, validated data protection controls, and ensured regulatory alignment across all environments.
With Strategy cloud and its advanced security protocols, the company integrated Okta OIDC to unify identity management and verify every user’s access securely.
The Solution
Leveraging Strategy’s open, vendor-agnostic architecture, Franklin consolidated its three separate deployments into a single, governed analytics environment.
A unified Strategy‑powered foundation now provides consistent business logic, shared definitions, and standardized governance across all teams and workflows.
The Differentiation
By moving to a consolidated cloud environment, Franklin unlocked Strategy’s out‑of‑the‑box AI capabilities. Users can now ask natural language questions, auto‑generate reports, create SQL, and build self‑service dashboards instantly.
These AI tools help teams surface deeper insights, generate scenario‑based narratives, and interpret data consistently across the organization.
The Application
Franklin Templeton now leverages governed, AI‑powered dashboards that navigate data flows, present complex asset management metrics, and deliver competitive analysis.
The firm now co‑locates internal investment performance data with external benchmarks from Morningstar and Lipper, enabling AI‑powered competitive insights and product performance analysis at scale.
Faster Decisions, Stronger Governance, Smarter Insights
The Impact
Strategy’s enterprise‑grade cloud capabilities aligned directly with Franklin Templeton’s modernization priorities. The Strategy cloud infrastructure ensured consistent governance across all teams while equipping users with AI‑powered analytics to support faster, more strategic decision‑making.
The Future
The firm continues to broaden Strategy adoption across the organization. Additional business units are joining the platform after seeing demonstration sessions showcasing Strategy’s AI capabilities, accelerating Franklin Templeton’s shift toward a unified, AI‑driven analytics culture.
The Long-Term Vision
Franklin Templeton plans to expand its use of Strategy’s HyperIntelligence Suite: contextual, AI‑powered insights that surface directly inside existing workflows. These zero‑click insights will help employees understand the ‘why’ behind each metric and make faster, more accurate decisions.
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