Global Asset Management Company

Capco helps global asset management firm implement client reporting solution

This global institution, with a presence in more than 30 countries, provides financial services to corporations, governments and high-net worth individuals. The investment management arm oversees more than $700 billion in assets under management.

Confronting Challenges
The client wanted to centralize and simplify the operational side of its investment business as initial technology investments were built in silos for a boutique concept.

Capco defined the detailed functional and user interface requirements necessary for delivery of the reporting solution. We then facilitated scope definition and prioritization of requirements against short- and long-term business objectives. We provided implementation oversight and planned a user acceptance testing strategy.

Key Benefits

  • Reduced the number of compliance reviews required by standardizing client reporting templates by asset class
  • Increased productivity by automating report scheduling, production and delivery
  • Improved data quality by sourcing only signed-off data