Case Study - Client Briefing Tool

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Case Study on DATA Inc's Client Briefing Tool.

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Case Study - Client Briefing Tool

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

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