Consultant database solutions for a Top 30 US-based asset manager

CLIENT CHALLENGES

Low-quality and decentralised process
- Client unhappy with the prior vendor
Low database coverage
- 6 of the 25 databases were updated manually by the client’s in-house team
Time-consuming process
- Clunky process to incorporate ad hoc requests, such as new database and new product additions
- Additional efforts by the client to source input data and convert into the vendor’s predefined templates
No DDQ support
- Lack of support for quarterly consultant DDQs

Deployed a centralised team to support end-to-end consultant database updates – CDB specialists + EDGE tool
Used Acuity’s customised EDGE tool to automate databases and sections that were updated manually by the client’s in-house team. This improved time to market and process efficiency
Utilised a flexible solution to prioritise ad hoc requests to support product visibility during screening
Implemented an efficient process to source input data directly from the client’s in-house data sources
Automated data extensive consultant quarterly DDQs
Augmented the EDGE tool to support DOOR quantitative updates

Improved database quality to 99% from 87% in three quarters
Created additional capacity for client to focus on RFPs and other core tasks by providing end-to-end coverage
Provided support to 25+ consultant DDQs in addition to database coverage
Offered flexible and scalable solutions to expand support to other marketing-related activities, such as RFP/DDQ and DOOR updates
Provided support for new registration and historical uploads of 60-70 product profiles across consultant databases

Download as PDF

Your file will start downloading automatically

If it does not download within 1 minute,

Share this on