Case Study

A global investment management company delivers transparency, automation, and efficiencies throughout the contract lifecycle.

A global investment management company delivers transparency, automation, and efficiencies throughout the contract lifecycle.

A global investment management company delivers transparency, automation, and efficiencies throughout the contract lifecycle. CHALLENGES A leading global investment manager provides comprehensive investment management to more than 11,000 institutions and intermediaries. They have helped clients plan for the future with a commitment to research excellence, dedicated service, and responsible investing. Lack of operational agility Inefficient contract authoring SOLUTION BENEFITS The team’s contract processes lacked the automation necessary to provide the desired efficiencies, transparency, and policy enforcement. Contract generation, negotiation, and execution took place via email communications. This increased the potential for version control issues, and the lack of transp

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