Case Study: CG Asset Management achieves clearer workflow oversight with Daymi

A central repository of information and tasks, CG Asset Management Managing growth with certainty

CG Asset Management, an asset management firm, faced challenges in overseeing its investment operations due to a reliance on shared emails and calendars. This lack of a centralized system made it strenuous to track deliverables, increased operational risk, and created a heavy dependence on individual team members. The vendor, Daymi, was engaged to help address these workflow and procedural issues.

Daymi provided a centralized platform to map out and manage the firm’s key processes, turning them into robust, easy-to-follow procedures. This created a single source of truth for operational tasks, streamlining workflows and reducing reliance on scattered reminders. As a result, managers gained real-time oversight, team handovers were simplified, and the firm was able to condense its business-critical processes, significantly improving operational control.

CG Asset Management

Chris Taylor

Chief Operating Officer