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Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
Case Study - Client Briefing Tool
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Case Study - Client Briefing Tool

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Case Study on DATA Inc's Client Briefing Tool.

Case Study on DATA Inc's Client Briefing Tool.

Published in: Technology, Art & Photos
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  • 1. Case Study: Client Briefing Tool 72 Summit Ave Montvale, New Jersey Phone : (201) 802 9800 http://www.datainc.biz
  • 2. Client Briefing Tool
    • Financial Advisors (FAs) made regular PowerPoint presentations to high net worth clients, detailing the performance of their managed portfolios.
    The Case
  • 3. Client Briefing Tool
    • Cumbersome Data Gathering
      • Not easily accessible by FAs
      • Disparate data sources and systems
    • Excessive Preparation Time
      • Average time was 24 hrs to create
    • Inconsistent Look and Feel
      • Influenced by individual style of the FA
      • Posed compliance risks and branding issues
    Challenges
  • 4.
    • Quality Assurance Issues
      • Inconsistencies introduced by the manual process
    • Lack of Efficiency
      • Additional effort required to correct inconsistencies
      • Lack of re-usability of templates and presentations
    Challenges (cont.) Client Briefing Tool
  • 5. Client Briefing Tool
    • Conducted rapid prototyping in India
      • Generic and scalable
      • Delivered in 3-4 weeks
    • Not the preferred route by client
      • Scaled down to fit client requirements
      • Quick roll-out to production
    Development Process
  • 6. The solution consisted of a single point interface to gather client portfolio data from multiple data sources to generate a consolidated PowerPoint presentation with embedded graphs. Client Briefing Tool - Solution
  • 7. Client Briefing Tool - Solution
  • 8. Client Briefing Tool - Solution
  • 9. Client Briefing Tool - Solution
  • 10. Client Reporting - Solution Client Briefing Tool - Solution
  • 11. Client Briefing Tool - Solution
  • 12. Client Briefing Tool
    • Shielded FAs from the need to access multiple applications on diverse platforms to collect information.
    • Consistent look-and-feel for all presentations.
    • Central repository for all presentations.
    • Addressed security issues of FAs accessing confidential information of restricted clients.
    • Reduced turn around time to generate a presentation from 24 hours to between 3 and 5 minutes .
    Benefits
  • 13. Dedicated to your success For more information, visit www.datainc.biz or call (201) 802-9800

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