Case Study: Carmignac Gestion achieves 50% faster KYC and lower costs with Asklogix

Carmignac Gestion - Customer Case Study

The investment management company Carmignac Gestion partnered with Asklogix to implement a smarter CRM solution. They sought to improve business processes related to client onboarding, compliance, and document management.

Asklogix configured Salesforce to meet these needs, taking ownership of workshops, requirements, and process modeling. They provided agile coaching and project-managed the implementation of new processes for KYC, GDPR, and sales. As a result, Asklogix helped reduce KYC process lead time and operational costs by 50% each while significantly enhancing the customer onboarding experience.

Carmignac Gestion