Global Offshore Pension Provider
Digital platform and CRM transformation for global pension provider
A global offshore pension provider reached out to us for guidance in transforming their manual process and systems relating to an Omnibus disaggregation of over $750m assets under management. We were also tasked with the design and build of their client digital engagement platform.
During a period of growth, our teams worked with the executive board in devising a strategy to replace existing legacy process and systems with a new CRM front-end and client digital engagement capabilities.
In parallel, a back-office reconciliation platform was configured to retire manual process and systems for Omnibus disaggregation and reconciliation.
We were able to deliver real-time digital engagement for over 2500 clients supported by a reliable and accurate back-office data management platform built for scale beyond $1bn AUM.