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.
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.
A consistent and agile response towards implementing FATCA regulations: across thirty global locations, all core functions and in coordination with their administrator.
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.
Complying with OTC derivatives regulations, across a complex global business with several disparate legal entities.
Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.
Managing the integration of two businesses over a tough 12 month timeline, to create the largest independent UK asset manager with over £350bn AUM.
Integrating staff, offices and service providers for a post merger client – to meet a tough market announced deadline.
Onboarding a new client for a TPA with a full pipeline, and complex client needs for the provision of their investment operations services.