-
~50%
increase in coverage
-
~25%
client analysts utilized additional time created
-
Enhanced
Investor Confidence
CLIENT CHALLENGES
- A global top-15 private asset management firm with operations in the US, UK, Europe and Asia Pacific required help to review its client reporting process, identify challenges, implement best practices and set up a robust reporting process
OUR APPROACH
- Knowledge gathering: Conducted a detailed process review where Moody’s subjectmatter experts (SMEs) met with 25 analysts to understand the current client reporting process
- Documented process steps to ensure consistency in completing client reports after transition to Moody’s
- Set up a dedicated client reporting support team to deliver all ongoing reports
- Automated data sourcing resulted in delivery of betterquality reports on time, with minimum manual intervention
IMPACT DELIVERED
- Absence of a knowledge repository and workflowtracking mechanism
- Manual data gathering from multiple internal data sources
- Multiple analysts and teams involved in completing the reports
- Less time to focus on core activity, i.e., relationship building
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