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Transforming consultant databases, RFPs and client reporting to support global growth and strategic diversification

Sector

Asset Management

Type

Operational Efficiency and Digital Enablement

“Our partnership with Acuity has been a strategic driver in the success of our business. The team’s commitment, consistency and ability to scale have made them integral to our long-term growth strategy.”

Senior Vice President, Investment Operations

Challenges

Challenge

A leading global asset manager with over $3tn in assets under management was pursuing an ambitious growth strategy, expanding into fixed income, diversifying beyond equities and increasing its presence across Europe and Asia. To support this pivot, the firm needed to modernise its marketing operations and client servicing infrastructure.

The client’s internal teams were constrained by manual processes, fragmented ownership and inconsistent turnaround times across consultant databases, RFPs, DDQs and client reporting. The challenge was to build a scalable, technology-enabled model that could support global growth while maintaining brand integrity and operational control.

Our Solution

approach

Acuity began supporting the client in 2018 with consultant database updates and quickly expanded into RFP/DDQ management, client reporting and onboarding. Today, we operate as a strategic partner across the full client journey, from business development to servicing.

Our support includes:

  • Consultant database management: 850 profiles maintained with enhanced turnaround via our Consultant Database Management platform
  • RFP and DDQ response: Over 1,500 responses annually across asset classes, including ESG and firm-level questionnaires
  • Client reporting: 20,000 reports annually across retail and private wealth channels
  • Client onboarding: End-to-end support for account setup, fee invoicing and regulatory documentation

We introduced automation and standardization across all tracks, deploying our propriety digital solution for consultant databases and building custom templates for RFPs and client reporting. Our teams now own the full lifecycle of each function, enabling consistency, speed and scalability.

The Impact

Challenge
  • 30 to 40 percent cost savings compared to onshore models
  • 75 percent share of global RFP/DDQ volumes and 100 percent coverage of consultant databases
  • Strategic bandwidth released across marketing, operations and client servicing teams
  • Team growth from 4 to 45 FTEs across four service lines
  • Accelerated turnaround for consultant database updates
  • Improved governance and brand consistency through centralized ownership and quality control
  • Transition to managed services underway, enabling further scalability and cost predictability
  • Embedded partnership with direct access to strategic resource planning teams

Connect with Us

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