Implementation & Execution

June 5, 2015
Case Studies
CRM D2C Strategy Definition

An informed approach for migrating off an inefficient legacy CRM platform and on to Salesforce in a phased manner; ensuring full business continuity and making it compatible with a future global model.

June 5, 2015
Case Studies
CRM, Sales Process Optimisation, Marketing Automation & Client AUM

Analysis of current sales approach led us to conduct an expedited salesforce implementation, to give a coherent client experience across sales and marketing in Europe, and support rapid growth targets.

June 5, 2015
Case Studies
FATCA Implementation

A consistent and agile response towards implementing FATCA regulations: across thirty global locations, all core functions and in coordination with their administrator.

June 5, 2015
Case Studies
AIFMD Implementation

A business case, client communication program and internal training, to cover the full implications of new AIFMD regulations for our client and its customer base.

June 5, 2015
Case Studies
OTC Derivatives Regulatory Implementation

Complying with OTC derivatives regulations, across a complex global business with several disparate legal entities.

June 5, 2015
Case Studies
CRM Implementation, Federated Architecture & Data Management

Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.

June 5, 2015
Case Studies
Post Merger Integration

Managing the integration of two businesses over a tough 12 month timeline, to create the largest independent UK asset manager with over £350bn AUM.

June 5, 2015
Case Studies
Post Merger Integration

Integrating staff, offices and service providers for a post merger client – to meet a tough market announced deadline.

June 5, 2015
Case Studies
Client On-boarding

Onboarding a new client for a TPA with a full pipeline, and complex client needs for the provision of their investment operations services.

June 5, 2015
Case Studies
Merger & Acquisition

Preparing for acquisition of a far east entity: ensuring that the business was operationally ready to close the deal.