Enhancing Revenue and Customer Experience Through Business Process Automation

Trigent is an early pioneer in IT outsourcing and offshore software development business. The company enables organizations to adopt digital processes and customer engagement models to achieve outstanding results and end-user experience. It helps clients achieve this through enterprise-wide digital transformation, modernization, and optimization of their IT environment. Trigent's decades of experience, deep domain knowledge, and technology expertise delivers transformational solutions to ISVs, enterprises, and SMBs.

Trigent offers end to end consulting services, design, development and managed services across Infrastructure, Cloud, Mobility, BI, Analytics, Product Engineering, QA & Testing, IoT, Big Data, and Artificial Intelligence.

Customer Background

The investment consulting firm is one of the industry's largest independent, full-service company headquartered in Massachusetts. The company services 360 retainer relationships, representing assets of US$1 trillion with approximately US$63 billion in alternative assets.         

The investment consulting firm evaluates and provides advice for portfolio management such as private equity, real assets, and hedge funds, which offer attractive diversification and hedges against the negative implications of inflation. The client's 25 dedicated assets research professionals ensure attractive overall returns on over US$70 billion in alternative assets to their nearly 250 clients.

The research professionals of the consulting firm were depended on a legacy portal which helped investors to search and identify managers who could share customized investment plans and invest on their behalf. As per the prospective investor requirements, advisors would manually pull out data on existing customers, use tools to help forecast and create presentations of similar investments, and present this data in a chart format.

Business Challenges

•  The investment advisors from the firm expended a lot of time and effort in building presentations by extracting data from different systems and then manually putting them together.

•  The involvement of human also leads to errors which proved costly at times and result in regulatory non-compliance.

Business Solution

•  The engineers from Trigent conducted due diligence on the existing systems and captured the comprehensive business requirements.

•  The application designed on the .NET framework was compatible with multiple browsers, devices, and operating systems.

•  The engineers integrated the other systems eVestment that the client had been using. This system helps investment managers to identify and capitalize on global investment trends and D365, their CRM system to access existing customer data.

•  They also created SSIS packages for data warehousing, data extraction, and transformation.

•  The automated application was then tested to ensure that it was error-free and secure.

•  The application also automated the entire Search Book generation and publishing process.

•  It utilizes desktop applications such as Word, PowerPoint to author several sections of the book.

•  A simple wizard-like step-by-step interface helps users through a well-defined process.

•  The integrated system also enables users to save their preferences and override inputs for controlled customization of the book.

•  An integrated and automated Investment Manager Search and Discretionary services were offered to customers by the application.

Benefits

•  Asset managers could respond faster to the demands for information.

•  The search book generation time was reduced.

•  Advisors could generate search books as interactive PowerPoint presentations.

•  MS CRM and SharePoint integrated with data feeds from external sources resulted in improved operational efficiency and information accuracy.