Consultant database solutions for a Top 30 US-based asset manager

  • 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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