Case Study: Challenger Limited achieves streamlined, personalised and more accurate customer communications with Precisely

Challenger Limited - Customer Case Study

Challenger Limited, an investment management firm overseeing more than $86 billion in assets, faced a sharp increase in customer communications that its bespoke, legacy document system could not handle efficiently. The company struggled with 118 letter templates built from 803 reusable components, slow template changes (taking more than two weeks), and complex multi-branded outputs for boutique fund partners. To address these challenges, Challenger partnered with Precisely and implemented the EngageOne Compose solution.

Precisely delivered a centralized, scalable document-management solution using EngageOne Compose that streamlined templates, governance and reporting, dramatically reducing the time to implement changes (previously more than two weeks). The Precisely implementation enabled quicker, personalized communications via email and web, reduced reliance on physical mail and a single mailing house, improved internal productivity and cost efficiencies, and supported business growth without adding headcount.

Challenger Limited

Craig Squires

Chief Information Officer