Enterprise Application Development And Data Management Streamlining For a US Pension Advisory Firm

  • 95% efficiency increase

  • 50% y/y client growth

  • ~80% automated fund status report generation process


CLIENT PROFILE AND CHALLENGES
  • Portfolio management team of a top US pension advisory firm
  • Key challenges were:
    • Enhanced client reporting
    • Improved ability to source new investments, retain clients
    • Better fund manager evaluation
    • More robust and integrated database and reporting architecture
OUR APPROACH
  • Re-engineered the business process by building a centralised data warehouse to pull data from various internal and external data sources
  • Developed a complete framework for the entire research, analytics and operations process
  • Developed comprehensive ETLs, data adaptors, and data validation filters
  • Built an analytical platform to accelerate the regulatory and investor report generation process
  • Used data validation filters to publish research, analytics and reports at an enterprise level
  • Achieved an overall efficiency improvement of 95% in generating a 70-page report
IMPACT DELIVERED
  • Acuity Knowledge Partners conducted a detailed white-boarding session to scope out support levels and complexity
  • Presented a scalable solution for up to 50% y/y client growth
  • Improved ability to source new investments, retain clients
  • Enabled high-powered real-time analytics
  • Reduced production time of a 70-page quarterly performance report by 95% (to <5days from 90 days)
  • Achieved ~80% automation for fund status reports from trustee feeds using 40+ security types and 100+ data feeds
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What we have done

CRO risk data, CECL, analytics and reporting for a US-based bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

Centralised data warehouse including APIs for a bulge-bracket investment bank
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach