Sales & Marketing Literature Review Support for US-Based Global Asset Manager

  • 35%

    reduction in cost of complacency

  • 100%

    timelines


CLIENT CHALLENGES
  • The client’s Compliance team was facing bandwidth issues in managing the review of large volumes of sales and marketing literature
  • The client wanted support for the newly setup Compliance team in the UK in reviewing sales and marketing literature
  • Acuity Knowledge Partners was selected to enhance the client team’s bandwidth by handling labor-intensive tasks such as reviewing sales and marketing literature
OUR APPROACH
  • Provided a dedicated team to provide support across multiple tasks, including marketing material review
  • Reviewed marketing material for US/EMEA regions
  • Managed the complete process – from document retrieval, review, feedback, and communication with relevant teams to regulatory filing
  • Developed a detailed checklist for document review
IMPACT DELIVERED
  • Enabled client’s two-member EMEA Compliance team to manage increasing volume of marketing material
  • Reduced cost of compliance by 35%
  • Improved process efficiency by enhancing the reviewing and reporting processes
  • Developed (and maintained) process documentation, including standard operating procedures (SOPs) and issue logs
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What we have done

Multi-functional Compliance Support for US-based Global Asset Manage
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach