Case Study: a large insurance & financial services investment management firm boosts database visibility with eVestment Omni Complete

Financial Services & Insurance Asset Management - Customer Case Study

The customer, a large insurance and financial services investment management firm, was new to asset manager databases and had no presence on these critical distribution platforms. This lack of visibility meant they received zero inquiries from consultants. To address this challenge, the firm engaged eVestment and subscribed to its Omni Complete service to manage the complex process of populating multiple databases.

By implementing eVestment's Omni Complete, the firm received expert onboarding and incredibly responsive client service, which guided their internal process creation and ensured data accuracy. The solution delivered significant results, transforming their presence from zero database views to appearing in screens and receiving their first qualified consultant inquiry. The firm credits eVestment for making this growth viable, stating they would not have been able to populate the databases without this service.