Case Study

Gathering and Sharing Firm News and Reports – without the Pain

Gathering and Sharing Firm News and Reports – without the Pain

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Case Study Gathering and Sharing Firm News and Reports – without the Pain Investors can only make timely, high-quality decisions if they learn about key events as they happen. This global asset manager had access to all the news and company reports it needed – but merging the data and channelling it to the right decision-makers was proving a challenge. To help them, we used a combination of automation and process redesign to improve both speed and information quality, freeing up analysts’ time and improving the quality of portfolio managers’ decisions too. Client Leading US asset manager; financial arm of a global insurance firm Industry Asset management Evalueserve Solution We brought the power of automation tools to the bank’s processes for gathering and sha

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