-
Top 30
US-based asset manager
-
30%
cost saving compared with previous solution
-
USD 620bn
US asset manager
-
1,100+
profiles across 20 databases
CLIENT CHALLENGES
- Low-quality and decentralised process
- Client unhappy with the prior vendor
- Low database coverage
- 6 of the 25 databases were updated manually by the client’s in-house team
- Time-consuming process
- Clunky process to incorporate ad hoc requests, such as new database and new product additions
- Additional efforts by the client to source input data and convert into the vendor’s predefined templates
- No DDQ support
- Lack of support for quarterly consultant DDQs
OUR APPROACH
- Deployed a centralised team to support end-to-end consultant database updates – CDB specialists + EDGE tool
- Used Acuity’s customised EDGE tool to automate databases and sections that were updated manually by the client’s in-house team. This improved time to market and process efficiency
- Utilised a flexible solution to prioritise ad hoc requests to support product visibility during screening
- Implemented an efficient process to source input data directly from the client’s in-house data sources
- Automated data extensive consultant quarterly DDQs
- Augmented the EDGE tool to support DOOR quantitative updates
IMPACT DELIVERED
- Improved database quality to 99% from 87% in three quarters
- Created additional capacity for client to focus on RFPs and other core tasks by providing end-to-end coverage
- Provided support to 25+ consultant DDQs in addition to database coverage
- Offered flexible and scalable solutions to expand support to other marketing-related activities, such as RFP/DDQ and DOOR updates
- Provided support for new registration and historical uploads of 60-70 product profiles across consultant databases
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