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Transforming operational delivery across marketing, reporting and investment operations to unlock strategic bandwidth and measurable impact

Sector

Asset Management

Type

Operational Efficiency and Multi-Service Transformation

"The quality of work is consistently strong. The teams are proactive, meet deadlines and manage expectations with professionalism. They’ve helped us shift our internal focus from execution to strategy — and that’s a game-changer.

Senior Director

RFP and Marketing Operations

Challenges

Challenge

A global investment firm operating under a multi-affiliate model was expanding into areas such as alternatives and private credit. This shift introduced operational complexity and the need for better cost control. Internal teams were spending up to 40 per cent of their bandwidth on operational support, limiting their ability to focus on strategic priorities and innovation.

The firm needed a partner to absorb operational workload across multiple functions, including client reporting, marketing operations, Request for Proposal (RFP) and Due Diligence Questionnaires (DDQ) response, and investment operations, while maintaining speed, accuracy and consistency.

Our Solution

approach

We deployed a multi-functional team across Financial Marketing Services, Investment Operations and Data Transformation.

Our support included:

  • RFP and DDQ response management across multiple business units
  • Marketing operations and Seismic platform support
  • Client reporting and dashboarding
  • Application development and production support
  • Corporate action processing across 120 CLO deals
  • Annual quality rating reviews (AQRR) and data collection across 400 portfolio companies

We introduced industry best practices, automated recurring DDQs and standardised AQRR templates across regions. Our teams absorbed 40 per cent of operational workload, enabling internal teams to shift focus to strategic initiatives.

The Impact

Challenge
  • 40% cost savings compared to onshore models
  • 50% real-time support for time-sensitive investment operations
  • Strategic bandwidth released across marketing, compliance and investment teams
  • Expansion into compliance and private capital through internal referrals, demonstrating a real long-term impact for the client
  • Adoption of an AI-powered compliance tool to support rule adherence and oversight

Connect with Us

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