Case Study: Client Briefing Tool

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Montvale, New Jersey

Phone : (201) 802 9800

http://www.datainc.biz

Client Briefing Tool

Financial Advisors (FAs) made regular PowerPoint presentations to high net worth clients, detailing the

performance of their managed portfolios.

The Case

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

• 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

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

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

Client Briefing Tool - Solution

Client Briefing Tool - Solution

Client Briefing Tool - Solution

Client Reporting - SolutionClient Briefing Tool - Solution

Client Briefing Tool - Solution

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

Dedicated to your success

For more information, visit www.datainc.biz or

call (201) 802-9800