Diverse workflows spanning sales and marketing, investment management, middle and back-office areas

US-based asset manager (AuM: $460 billion)

Key requirement
 

• Handling increased volumes while optimizing operational costs
• Seamless integration across regional entities
• Flexibility to work across time-zones
• Local market presence for emerging market coverage

Engagement highlights

• Quick scale up of the team across diverse workflows
• Teams synchronized across time zones to provide uninterrupted coverage and support to regions worldwide
• Scalable SME driven FTE model
• Improved productivity and increased flexibility 
  

CRISIL GR&RS key support areas

Investment research
 

• Research support on financial modelling, earnings, investment notes across sectors
• ESG research and integration
  

Digital marketing
 

• Manage web content and provide digital analytics support
• Website performance analysis, campaign analysis, tag audit and data quality improvement 

Asset servicing and operations
 

• Handling both in-house and out-of-house reconciliation for Cash, Position and Cost basis
• Overseeing fund accounting and administration for Mutual Funds, UCITs, CITs, etc.
• Preparing customized performance reports and portfolio reviews
• Handling daily reporting tasks and client advisor emails for the team
  

CRISIL impact

Benefits to the client

• Higher focus on core workflows
• Service 2x requests during peak times Faster turnaround for scheduled and ad-hoc requests
• Automation initiatives leading to ~65% reduction in manual efforts while reducing error rates
• ~40% savings in costs related to operations support from CRISIL
• Enhanced cross-training and developed SOPs

Questions

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