SOLUTIONS → PROCESS OPTIMISATION

Reduce regulatory exposure, rationalise technology spend, and eliminate hidden inefficiencies. Build a resilient, auditable, and cost-effective operational backbone for your firm.

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Digital reporting solutions for Asset Managers

The COO's challenge – Transforming operational risk into strategic advantage

The majority of COO's we speak to are facing pressure from all sides. The board is focused on margin compression, while regulators demand ever-greater transparency. They need to see the hidden risks in the operations: the same data being used by different teams for factsheets and fund centres, creating a "double up" of effort and a high chance of human error in manual processes.

Quite often, when a data issue arises, the resolution SLA is unacceptably long due to a lack of traceability. There's no clear audit trail, making it impossible to demonstrate regulatory adherence with confidence. To move forward, they must rationalise vendors and streamline processes, but we regularly see their current tech stack is a tangled web of single-purpose platforms.

The mandate: Efficiency, Control and Resilience.

"I need to reduce overall business risk, streamline technology vendors, and increase operational efficiency to protect our margins and satisfy regulatory demands."

COO @ US based global asset manager $2 Trillion AUM

From fragmented operations to a unified core

High risk from manual processes.
Drastically reduced business risk.
Duplicate teams and wasted effort.
A single source of data for all teams.
Multiple vendors and bloated tech spend.
Rationalised vendors with one platform.
No clear audit trail for regulators.
Full data traceability for airtight audits.
Inflated operational headcount.
Optimised headcount and resources.

The levers for operational excellence

Enable organisational restructuring

Establish a Data Center of Excellence. Instinct provides a single source of data to support multiple functions: Client Reporting, Fund Centres, Portals – eliminating redundant processes and fostering collaboration.

Reduce risk & ensure adherence

Achieve complete traceability of data from its source to any client-facing output. Generate irrefutable audit trails on demand to demonstrate regulatory adherence for the promotion of financial products.

Drive vendor rationalisation

The capabilities of the Instinct platform support numerous processes previously executed by multiple, disparate platforms. Consolidate your tech stack, reduce licensing costs, and simplify your operational landscape.

Optimise headcount & costs

Streamlining multiple processes into a single, automated solution offers the strategic opportunity to reallocate valuable staff to growth-focused areas, or to directly reduce operational headcount and associated costs.

The new operational blueprint
Move from a complex web of vendors and teams to a single, streamlined, and fully auditable workflow.
The New Operational Blueprint diagram showing streamlined workflow from complex vendor web to single auditable process

Ready to build a more resilient operation?

Let's quantify the risk in your current processes and demonstrate the ROI of a unified, automated platform. See how Instinct can reduce costs, satisfy regulators, and free your teams to focus on value.

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