-
T+5 to T+2
significant reduction in turnaround time
-
99.7%
maintained consistent quality
CLIENT CHALLENGES
- Decentralised data sources
- Increased number of ad hoc requests and volume of reports taking up too much capacity
- Firm-wide initiative taken to adopt new technology to improve process efficiency and upskill the team
OUR APPROACH
- Transitioned all recurring activities to Acuity to free up bandwidth of the sales team
- Compiled detailed process guides and trackers for business continuity
- Deployed a multi-skilled team to handle different types of requests and centralised the function
- Built templates and automated processes
IMPACT DELIVERED
- ~30% savings in capacity by offloading the tasks to Acuity
- T+5 to T+2 – significant reduction in turnaround time of regular reports
- 99.7% – maintained consistent quality
- Maintained a five-star feedback rating since the start of the engagement
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