Transition: Migrating factsheet-generating process from current vendor to Seismic

  • One-stop solution for data processing

  • Seismic-based solution to update LiveDocs


CLIENT CHALLENGES
  • Dependence on third-party vendor to generate factsheets
  • Factsheets available only in un-editable PDF format
  • Multiple parties involved in inputs, data processing and sourcing
  • No data review conducted by third-party vendor
  • Time-consuming change-management process resulting in longer TAT
OUR APPROACH
  • Developed a one-stop solution for data processing with user-friendly templates
  • Provided a Seismic-based solution to upload data, and process and update LiveDocs
  • Created process to generate factsheets in PowerPoint and PDF formats
IMPACT DELIVERED
  • Significant reduction in TAT
  • End-to-end support for data processing and factsheet generation and review
  • Transparent factsheet-generating process
  • Cost-effective – reduced client costs by 60-65%
  • SPOC to expedite change management
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What we have done

Leveraging technology: LiveDocs implementation and Seismic support
What we are proud of

Set up workflow to publish marketing assets

Set up centralised processes

Seismic support to a Greenwich-based asset management firm
What we are proud of

130

Pitchbooks created

6,000+

slides migrated