Global servicing model
End to end procurement and integration of a global servicing model
Client: A large Asset Manager distributing funds in EMEA, Asia and Latam
The company was seeking to appoint a Third Party Administrator (TPA) for its fund operations (Fund Administration, Custody, Transfer Agency). The requirements included the ability to provide superior client service to the investors (mainly Distributors and Institutional Investors) in order to align with the firm’s branding model.
The consultancy team designed a target investor services model based on the service requirements of the client’s global investor community. The team remained involved throughout the decision making and TPA appointment process, and eventually implementing the chosen global client service model and integrating the operations.
Key to the success of the model deployment was the ability to assist the client in understanding the particularities and specificities of fund distribution and operational model in various countries in Europe and Asia.
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The consultancy team designed a target investor services model based on the service requirements of the client’s global investor community.