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Increased efficiency by 95%
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Achieved 50% y/y client growth
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Automated ca. 80% of the fund status report-generation process
CLIENT PROFILE AND CHALLENGES
- Portfolio management team of a top US pension advisory firm
- Key challenges were:
- Enhanced client reporting
- Improved the ability to source new investments and retain clients
- Better fund manager evaluation
- More robust and integrated database and reporting architecture
OUR APPROACH
- Re-engineered the business process by building a centralised data warehouse to extract data from various internal and external data sources
- Developed a complete framework for the entire research, analytics and operations process
- Developed comprehensive ETL services, data adaptors and data validation filters
- Built an analytical platform to speed up the regulatory and investor report-generation process
- Used data validation filters for publishing research, analytics and reports at an enterprise level
- Achieved an overall efficiency improvement of 95% for generating a 70-pager report
IMPACT DELIVERED
- Conducted a detailed white-boarding session to scope out support levels and complexity
- Offered a scalable solution to achieve up to 50% y/y client growth
- Improved the ability to source new investments and retain clients
- Enabled high-powered real-time analytics
- Reduced the production time of a 70-pager quarterly performance report by 95% (time reduced to less than 5 days from 90 days)
- Automated ca. 80% of the funded status reports from trustee feeds using over 40 security types and over 100 various data feeds
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