Our
Customer
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Our Customer
AT A GLANCE
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600
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The client is an asset management company with more than 30 years of experience investing in equities and fixed income instruments across regional and global markets.

Business Challenges
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The client was struggling to integrate large volumes of data from various custodians.
Business Requirements
Deliver self-service for 70% of the service requests and reduce dependency on the customer service center
Paperless delivery to reduce annual mailing volume by 50,000 – 70,000 pieces
Deliver digital experience for a positive impact on the policyholder’s satisfaction
Setting up accurate tooling for all aspects of testing to market
Reduce time/effort spent on new feature development
The client is a fund management facilitator for investors. Fund management involved a study of investor profiles, interaction with multiple teams to understand the investor portfolio and accordingly devise a customized solution.
Here are a few business challenges they encountered –
Integrating information from various custodians
Lack of centralized data repository, leading to difficulty in managing and analyzing data efficiently
Absence of a consolidated view for fund management
Lack of data governance and data ownership
Multiple data sources for reporting
Deriving insights, which are often people dependent – time-consuming and tedious activity due to a huge volume of data and manual efforts
The client is a fund management facilitator for investors. Fund management involved a study of investor profiles, interaction with multiple teams to understand the investor portfolio and accordingly devise a customized solution.
The client is a fund management facilitator for investors. Fund management involved a study of investor profiles, interaction with multiple teams to understand the investor portfolio and accordingly devise a customized solution.
Integrating information from various custodians
Integrating information from various custodians
Lack of centralized data repository, leading to difficulty in managing and analyzing data efficiently
Lack of centralized data repository, leading to difficulty in managing and analyzing data efficiently
Integrating information from various custodians
Business
Benefits
HIGHLIGHTS
Seamless integration of the platform with improved time-to-market and huge cost savings.
Business
Benefits
Our holistic solution for deviation and amendments management led to excellence in clinical trials operations, effort reduction, and performance improvement.
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Scalable solution design and data model built for consolidation of data
Single source of truth
More than 50% effort savings due to the AIM tool kit
100% automation for improved efficiency
Comprehensive exploration dashboard to generate insights based on multiple measures and dimensions
360-degree analytics for fund and asset management – fund AUM, daily flows, monthly flows, accounting, sales pipeline, ABOR, IBOR reports and fund factsheets
Business
Benefits
Minimal impact and almost nil disruptions during the pandemic as virtual agents took over the load of actual agents
API enabled platform for quick and easy plug in to capabilities ranging from content, concierge requests, user preferences, chat and self-service lifestyle functions
Reduction in number of licenses
Increase in customer satisfaction through focussed data to insights
30% faster onboarding with automation and other enhancements like quick routing
85% of interactions previously through calls are now routed through chat
Provide Business Intelligence as a Service to end pharma clients for enabling better customer experience in pharma
Single source of truth for all business needs of top executives (both internal & external)
Easy access to integrated data for analysis and reporting
Complete ownership and democratization of data
Data warehouse evolution to accommodate future data sources
Acceleration of platform adoption for external users
The AIM (analytics for investment manager) tool kit delivered a 360-degree view of the business with the following benefits-
We identified the gaps and found that the reason for the redundancy was the manual operation of tasks. It was not only time-consuming but also had rising risks. We decided to digitize the client’s business processes by deploying Hexaware’s AIM data model to amplify their digital future readiness and modernize business across regions.