-
40%
of annual costs saved
-
99%
accuracy achieved in deliverables
CLIENT CHALLENGES
- Needed enhanced marketing material to manage soaring volumes due to business expansion
- Extreme bandwidth constraints, low database coverage and manual processes limited ability to create focused content
- Quality constraints due to a decentralised data-source format led to inconsistencies and errors
- Slower time to market increased pressure to have robust processes in place
- Required an extended team to help with trade confirmation and settlement – accounting for all trades, JIRA activities, pricing checks, factor updates and reconciliations
- Low percentage of data completion compared with that of other asset managers in the same universe
- Validation of data reports and manual uploads of recurring quantitative data in CBDs and RFIs on a monthly/quarterly basis impacted quality, with capacity utilisation beyond 100%
OUR APPROACH
- Set up a highly skilled team of 37 domain specialists – fund analysts, DTP experts, investment writers, investment operations, index operation specialists and technology specialists
- Liaised with product management/compliance/marketing manager/data support team to create/update/publish deliverables in line with requirements
- Analysed workflows and automated processes to enable flow of structured data, increased time to market and reduced recurring manual effort, improving quality and increasing productivity
- Investment operations team supported client in trade processing and tracking JIRA activities, and liaised with respective brokers/custody for trade confirmation and settlement
IMPACT DELIVERED
- A scalable and flexible solution
- Saved 30-40% of annual costs and maintained 100% timeliness and 99% accuracy in deliverables
- Migrated over 100 pages and assets to the AEM platform as part of a content-migration project. Consistently delivered over 100 email builds for campaigns each month and 500 pieces of marketing material covering a wide range
- Provided real-time support, access to domain experts and experienced supervisors, and reduced turnaround time from T+5 to T+1/T+2
- Delivered end-to-end coverage and solutions and increased efficiency and quality through automation, which resulted in a higher completion rate, more visibility on products offered and capacity for the client to focus on new areas of business
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