Case Study: Carnegie Fonder achieves operational resilience with Daymi

Carnegie Fonder - Customer Case Study

Carnegie Fonder, an asset management firm, faced significant challenges in managing its operations, which were scattered across spreadsheets, Outlook, and Word documents. With $9 billion in assets under management, the team struggled to track processes and manually report on financial regulations. They needed a centralized hub to ensure operational excellence and sought a solution from the vendor, Daymi.

Daymi provided a central operational hub for Carnegie Fonder, featuring automatically generated reports and tools for managing risk through clear routines. The solution minimized operational risk and reduced dependency on key staff. The measurable impact was substantial, with 58% of the company's employees across six departments using the platform to manage 1,200 monthly controls, resulting in saved time, less stress, and steady growth in assets under management.

Carnegie Fonder

David Östman

Risk and Business Analyst