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May 3, 2021

Why it makes sense to outsource client reporting operations

The events of 2020 drove an uptick in outsourcing operations across the investment management industry—and for good reason. Most firms were suddenly working with a distributed workforce on a scale and duration never seen before. This new operational model came by force and with little time to prepare. Firms coped with the changes remarkably well, but many realized outsourcing aspects of their operational model, from the back office all the way to the front, would help them survive the current challenges and thrive in the future. 

Jun 19, 2020

The business case for client & performance reporting change

Client and performance reporting is central to a manager’s ability to compete and differentiate; investment performance and quality of service are consistently ranked at the top of plan sponsors’ wish lists. However, these two functions are less automated and scalable than other less-differentiating functions. Adox Research data shows that a majority of firms struggle to exceed automation levels of at least 60% for these mission-critical activities, which clearly leaves value on the table in terms of automation headroom. If firms were able to reach 90% or higher automation rates, costs would go down, but more importantly, the risk of errors and customer dissatisfaction would be reduced.

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