case study - client briefing tool
DESCRIPTION
Case Study on DATA Inc's Client Briefing Tool.TRANSCRIPT
![Page 1: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/1.jpg)
Case Study: Client Briefing Tool
72 Summit Ave
Montvale, New Jersey
Phone : (201) 802 9800
http://www.datainc.biz
![Page 2: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/2.jpg)
Client Briefing Tool
Financial Advisors (FAs) made regular PowerPoint presentations to high net worth clients, detailing the
performance of their managed portfolios.
The Case
![Page 3: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/3.jpg)
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
![Page 4: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/4.jpg)
• 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
![Page 5: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/5.jpg)
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
![Page 6: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/6.jpg)
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
![Page 7: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/7.jpg)
Client Briefing Tool - Solution
![Page 8: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/8.jpg)
Client Briefing Tool - Solution
![Page 9: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/9.jpg)
Client Briefing Tool - Solution
![Page 10: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/10.jpg)
Client Reporting - SolutionClient Briefing Tool - Solution
![Page 11: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/11.jpg)
Client Briefing Tool - Solution
![Page 12: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/12.jpg)
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
![Page 13: Case Study - Client Briefing Tool](https://reader035.vdocuments.site/reader035/viewer/2022062616/54b4ab6f4a7959b6168b4700/html5/thumbnails/13.jpg)
Dedicated to your success
For more information, visit www.datainc.biz or
call (201) 802-9800