-
$2.4m
annualized cost savings
-
30%
decrease in turnaround time
-
>30,000
reports generated per annum
-
100+
automation tools developed
CLIENT CHALLENGES
- A global asset management firm required support in generating various reports, such as factsheets, presentations, brochures, client reports, and other Excel-based reports. It expected large volumes and wanted to ensure a quick turnaround with consistent quality.
- However, the client was facing the following challenges:
- Lack of bandwidth to handle quarterly volume peaks and increased demand from sales for new sales collateral
- Lack of sophisticated database, issues with data quality, and coordination with multiple teams, which delayed time to market of reports
- The client required a partner with proven expertise in fund marketing support, coupled with technology expertise, who could help deliver a profitable strategy
OUR APPROACH
- Assisted the client in designing a centralized database to plug data from various sources, including financial data providers
- Acted as a central team and coordinated with various teams to source data
- Automated data collation, validation, and reporting for a standard set of reports to improve report quality
- Used Acuity Knowledge Partners Report Generator, a proprietary tool, to automate report generation
- Streamlined processes and eliminated unwanted/manual subprocesses to reduce turnaround time
IMPACT DELIVERED
- Deployed a multidisciplinary team with domain experts from fund marketing, data analytics, technology, and DTP
- Implemented an efficient project management
- Leveraged our experience in working on similar processes with other global asset managers and implemented best practices
- Implemented strong governance framework to provide strategic guidance to the engagement
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