BUSINESS SITUATION
A leading firm leveraged our database services and profile building for IR insights. The process involved setting up various Investor, Corporate, and Fund profiles and delivering customized financial models based on unique client requirements.
SGA APPROACH
- Combined finance and database domain experts with CFA candidates and young professionals.
- Conducted cross-training for the Nasdaq service teams across the globe.
- Close collaboration with teams across North America, APAC, and Europe.
- Contribution to the periodic client kaizen events.
- Continuous database audit and testing to ensure proper functioning of DB attributes in testing and live environment.
- Dedicated testing terminal.
- Balance scorecard-based performance tracking resulting in high-quality deliverables.
- Provided 24/7 operations support.
- Flexible work time to cater for live turnaround support and flexibility to absorb the additional workload.
ENGAGEMENT
SGA integrated a fixed FTE model to fit the client’s unique requirements with respect to work volumes and domain expertise targeting customized and legendary delivery services and reverse KT.
BENEFITS & OUTCOME
- The team created standard product offerings for the clients for IR insights.
- An average of 10 deliveries to the client on a daily basis.
- At least 15-20 complex and customized solution deliveries to the client per month.
- Automated VBA-enabled solutions as additional value-add to the client.
KEY TAKEAWAYS
The SGA team contributed to database management through regular product testing cycles working closely with the product management team as well as in product enhancement through continuous monitoring of the competitor offerings and the database gaps.
