Objective

To help a leading European investment bank overhaul its legacy production process for product marketing materials to enhance quality and reduce costs.
 

CRISIL's Solution

• The CRISIL team created a systematized process incorporating automation tools to produce 25 daily, two weekly and one daily research product across the United States, EMEA and Japan
  
• Key support areas include:
  
  • Morning meeting notes: Agenda packs for internal participants circulated prior to the start of daily morning meetings
    
  • Research consolidation: A pre-market summary of research published, for easy reading
    
  • Market summary reports: Impact update on key stocks based on published news, highlighting research views
    
  • Other key reports: Reports on material changes, as well as customized reports for sales and specific client requirements
    
  • Foreign language reports: CRISIL provides much-needed language expertise for editions in Japanese
    
• All products undergo strict compliance and quality control checks and are regularly assessed for efficiency upgrades
• All standard and custom reports are automated with pre-defined master templates; any technical deviations/upgrades required after transition to a new platform are handled by the team in co-ordination with the client technology development team
  

Client Impact

• The CRISIL team has taken complete ownership on both quality and timely product delivery
• Automation tool has reduced costs related to product marketing process by around 60%
  

Questions

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