Transforming an Asset Servicer: Consolidating PERE Capabilities and Enabling New Services

We were approached by an asset servicer that was looking to enhance its capabilities in the private equity real estate (PERE) space and offer new services to its clients. The client recognized that its existing operating model was not effectively supporting these goals and needed to be revised. The client had a clear expectation of knowledge on project management, external software management, and business analysis expertise to deliver the necessary solutions.

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Enabled Values

We supported the client on the implementation of the proposed road map. Our client enabled efficiency through the consolidation of its different departments (Tranfer Agency, Fund accounting and Custodian services).The client generated a new agility and transparency. The customer experience have been transformed to a real pors.

We did
Business Analysis
Software Vendor Management
Project Management
How we did it

As a team, we were tasked with helping our client implement their proposed road map, which involved consolidating their different departments, including Transfer Agency, Fund Accounting, and Custodian Services. Our focus was on enabling efficiency, transparency, and agility throughout the organization.

By working closely with our client, we were able to guide him through the consolidation process, ultimately resulting in a more streamlined operation. Through our efforts, we helped the client generate a newfound agility and transparency that would allow them to better serve their customers and clients.

One of the key benefits of this consolidation was the transformation of the customer experience. By bringing together previously disparate departments, we were able to create a more cohesive approach to customer service, resulting in a real difference in the experience customers had when dealing with our client.

In short, our team was able to support our client in achieving their goals of efficiency and transparency, and in the process, we transformed the customer experience into one that truly put the needs of the customer first. We're proud of the work we accomplished, and we look forward to continuing to help our clients achieve success.

In conclusion

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