-
20%
efficiency created via content optimisation
-
$700bn
US-based global asset manager supporting retail clients
-
End-to-end
DDQ and DOOR support
-
2500+
DDQs completed annually
CLIENT CHALLENGES
- Rising complexity and volumes
- A spike in volumes of complex and extensive DDQs. 10-15% y/y growth across complex and extensive DDQ requests
- Limited bandwidth to drive technology initiatives
- Due to limited bandwidth, the client was unable to drive the planned technology initiatives
- High attrition risk among tenured resources
- In-house tenured resources were getting overwhelmed due to unsustainable volumes and pressure; there was a potential risk of losing key resources
OUR APPROACH
- Created a centralised team to 14+ DDQ specialists working as an extended arm of the client’s global DDQ team
- Provided end-to-end support on both recurring and non-repeating requests across all complexity types (low, medium, and extensive and complex)
- Structured the team in four groups; three asset class teams (fixed income, equity and alternatives) and an open pool, including new hires
- Used a process-driven approach – extensive usage of standard operating procedures (SOPs), checklists and project management principles
- Leveraged auto-fill functionality available on the RFP knowledge base to optimise content usage and create additional efficiencies for the wider group
IMPACT DELIVERED
- Saved significant time (15-20%) on extensive and complex DDQs
- Created efficiencies used across refining stock responses, extended SME outreach, conducted training and development programmes, and packaged the final client deliverables
- Ensured an early and quick adoption rate of auto-fill functionality among team members across recurring and non-repeating questionnaires
- Provided regular feedback on content to enhance usage of content for DDQs
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