Challenge Faced:

As part of its fund management and reporting activity, the Client was engaged in preparing multiple factsheets every month, which requires a lot of fund manager’s bandwidth. The task of preparing factsheet is a time-consuming exercise and required multiple level of manual checks for disclosure of accurate data and information. The Client was looking to ease pressure on fund manager’s and automate the complete process.

Solution Provided:

Our team studied and analyzed the complete process to understand the bottlenecks. Based on our studies, we break-down the whole process in simple and smaller segments. We further introduced customized automations to reduce the turnaround time and improve accuracy. Our solution streamlined the complete process thus enhancing client’s bandwidth and producing error-free factsheets.