-
30-40%
cost savings vs. onshore hiring
-
90%
less time spent on administrative tasks
-
30%
time saving for value added tasks
CLIENT CHALLENGES
- Submitting and monitoring enablement requests from third-party platforms (Bloomberg, MarketAxess, Tradeweb, BondVision, and Ion)
- Act as the central PoC for electronic changes required on above platforms to carry out sales coverage changes, enablements, enablement swaps, reporting, etc.
- Coordinate and liaise with the onshore team (including regular reconciliations) to ensure data accuracy on a real-time basis
- Work with vendors to enhance the systems & processes followed
OUR APPROACH
- Set up a team consisting of business analysts with exposure into different CRM platforms, and advanced excel, SQL and Python skills
- Worked with the onshore team in understanding objective/impact from each system changes
- Introduced processes to be followed for coverage changes, entitlements, enablements, etc. and documented them in liaison with the onshore team
- Performing reconciliation to verify data accuracy
- Worked with the vendors to create process efficiencies
- Produced reports (engagement reports, eSales platform reports, KPI trackers etc.) for business decisions
IMPACT DELIVERED
- Hassle-free end-to-end implementation through Acuity’s experienced team
- Less or no time spent on administrative tasks and implementation
- 30-40% cost savings vs onshore hiring
- Ongoing validation of SOPs and process documentation
- Guaranteed access to real-time, accurate and streamlined processes & data for operational efficiencies
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