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A UK-based global asset manager (AM) with 200bn AUM. The AM sought to streamline its existing manual onboarding process to address issues including long turnaround time, poor client experience and administrative burden on its senior client service resources.
CLIENT CHALLENGES
- Lack of integrated workflows with a clear outline of key tasks and dependencies based on client type
- A need to bring in efficiencies in the process for better client experience
- Delay in client onboarding process
- Bandwidth constraints as seniors on the client-side spending a lot of time working on documentation and hence not getting time to focus on the core compliance, legal entity checks
OUR APPROACH
- Reduced turnaround time
- Took over manual tasks and established a standard and scalable process for both the organisation and its clients
- Enhanced productivity for the client by relieving its staff from spending valuable time on manual tasks and coordination
IMPACT DELIVERED
- ~30% savings in bandwidth by offloading manual tasks to Acuity
- 20% increase in operational efficiencies by eliminating duplication
- 99.7% quality on a consistent basis
- Five-star feedback rating since the start of the engagement
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