-
$800bn
global asset manager
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ca.98%
accuracy rate
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ca.$1.5m
cost saving in five years
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ca.80%
bandwidth created
CLIENT CHALLENGES
- Sourcing data from multiple locations and manual data updates led to inaccuracies
- Upheavals in reporting templates and tighter deadlines
- Attrition within client teams led to service disruption and lowered knowledge retention
- Lack of access to technology/automation solutions resulted in unnecessary manual intervention
OUR APPROACH
- Set up a centralised data vault
- Provided dual-phase validation to ensure accuracy
- Leveraged Acuity’s client report generator to deliver bespoke client reports within a shorter turnaround time
- Handled client queries by:
- Managing the client’s mailbox
- Maintaining a strict ‘within a BD’ turnaround time for more than 80% of client requests
- Offered multiple customised widgets for quick reporting
IMPACT DELIVERED
- Ensured ca.98% accuracy of overall reports
- Ensured quick turnaround time to market shortened by 8 BDs
- Saved costs of ca.USD1.5m over the last five years
- Took complete ownership from data collation to query handling
- Freed up ca.80% bandwidth for the client’s reporting team
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