Corporate access

Corporate access calendar management for a bulge-bracket investment bank

  • Near real-time calendar refresh

  • 40% cost saving

  • Round-the-clock support through team in Asia

  • Less or no time spent on admin tasks


CLIENT CHALLENGES
  • Manage the corporate access calendar
  • Clean and resolve issues in event and participant data maintained on asynchronous applications by different teams
  • Liaise with corporate access specialists to resolve issues of incomplete or conflicting details
  • Upload clean and accurate event details to a corporate access events aggregator
  • Update the calendar in real time
OUR APPROACH
  • Set up a 3-FTE team with the required skill sets within a week
  • Analysed and finalised processes
  • Obtained access to relevant applications and folders
  • Drafted and validated SOPs
  • Established touch points for seamless coordination
  • Screened and reconciled data from different applications to arrive at clean and complete events to be uploaded
IMPACT DELIVERED
  • Access to up-to-date event details
  • Near-real-time calendar refresh
  • Ability to follow up and resolve issues round-the-clock with support from corporate access specialists in India
  • 30-40% cost saving vs onshore hiring
  • Ongoing validation of SOPs and process documentation
  • Guaranteed access to accurate and streamlined data
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What we have done

CRM
What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth

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What we are proud of

40%

cost saving

Hassle-free execution

T&E and invoice processing
What we are proud of

40%

increase in efficiency

Increase in data accuracy

CRM and business intelligence
What we are proud of

40%

cost saving

c.40%

increase in onshore bandwidth