-
1,800+
clients
-
20-25%
more client-facing time
-
Standardised
approach and centralised database
-
Robust
risk monitoring
CLIENT CHALLENGES
- Bandwidth constraints at the front-office level for project-based tasks
- A fragmented approach and no centralised database
- Delay in execution of client transition plans
- Regulatory pressures and delayed decision-making
OUR APPROACH
- Quickly set up a dedicated team of ESG SMEs and completed the project by the specified deadline
- The team followed a standardised approach to collecting ESG and climate transition-related data points and created a centralised database
- Shared regular weekly progress updates with stakeholders and ensured seamless execution of the project
- Completed the project within the deadline with a 100% approval rate
- Followed the process detailed below in delivering a database of client transition plans
- Screened the client portfolio in line with the scope of work to identify ESG-related information in the public domain
- Analysed and captured the following data points:
- Emission performance, emission-reduction targets/transition pathways, strategies for transition, CDP listing, SBTi validation for targets, validation on emission reporting
- Worked in line with standard operating procedures to ensure 100% accuracy and uniformity of data captured
IMPACT DELIVERED
- Standardised data collection and storage across sectors and geographies in a centralised format
- Provided additional bandwidth to the front office by handling transactional tasks
- Performed robust risk monitoring and reporting through a centralised master tracker and dashboard
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