-
~98%
accuracy of reports overall
-
~USD1.5m
in the past 5 years
-
~80%
bandwidth for the client reporting team
CLIENT CHALLENGES
- A global asset manager with over USD800bn in AuM required an offshore partner to assume complete responsibility of its client reporting suite across regions
OUR APPROACH
- Set up a centralized data vault
- Leveraged Moody’s client report generator to deliver bespoke client reports within a shorter TAT
- Customized multiple widgets for quick reporting
- Introduced dual-phase validation to ensure accuracy
- Handled client queries:
- Managed client mailbox
- Maintained a strict ‘within a BD TAT for more than 80% of client requests
IMPACT DELIVERED
- 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 reduced knowledge retention
- Lack of access to technology/ automation solutions resulted in unnecessary manual intervention
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