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Empowering the Largest Investment Firm in MEA through IT Digital Transformation
- Niranjan
- June 20, 2024
- industry
- Services
The Client:
One of the largest investment company based out of Middle East, manages assets over $50 billion, serving institutional and private clients worldwide. With offices across the US, UK, Bahrain, Saudi Arabia, and Asia, the company’s client portfolio has grown significantly, requiring the generation of extensive reports for nearly 2000 clients.
The Challenge:
The firm’s manual report generation process using MS Excel, involving up to 280-page documents, became increasingly time-consuming, requiring approximately 60 days per report cycle. The process was unsustainable as client numbers grew.
The Solution:
CCTS partnered with the company to automate and streamline the report generation and distribution process. This involved a multi-phase solution:
- Data Input & Workflow Management: Implemented the K2 platform for efficient form creation and business process automation.
- Document Generation: Adopted DocFusion Cloud for automated, low-code document assembly, enhancing productivity.
- Document Storage & Access: Integrated Salesforce for centralized document storage and client access through secure links.
- Email Delivery & Tracking: Utilized SendGrid for efficient email communication and tracking, ensuring timely delivery of reports.
Outcome:
By leveraging K2, DocFusion, Salesforce, and SendGrid, CCTS transformed the firm’s reporting process into a digital, secure, and scalable system, significantly reducing the time and effort required for report generation and client communication.
