Reporter delivers a structured and quality client reporting process
IMS Solution: Reporter - Client Reporting
Client Profile:
- Manages in excess of R300 billion making it one of the largest asset managers in South Africa.
- Formed in 2002, over 500 staff
Challenges:
- Client reporting process had a single point of failure, resulting in reporting cycle problems and lower client satisfaction.
- Legacy process for data extraction and report generation added unnecessary risk to the process of client reporting
- Review process inefficient, manual and time consuming, resulting in poor quality and inconsistent reporting
Solution:
- Reporter, provided in a solution partnership between DST Global Solutions’ Investment Management Solutions business and Kurtosys
- A structured and predictable reporting process eliminating the risk found in the existing, mostly manual approach
- Vastly improved the speed and quality of reporting
- A secure data transfer mechanism streamlining report generation and decreasing the publishing timeline
Benefits:
- Managed service removes the reliance on a single point of risk
- Structured business process tailored for the production, review and release of client reports on a predictable and timely basis every time
- Efficacy in the report production process increasing speed to market
- Additional data controls reducing inconsistency and ensuring accuracy of reporting, increasing client satisfaction
- Provision of a single, secure repository for all client reports and communication
