Case Study: Global Investment Management Company achieves faster service, improved compliance and cost savings with Precisely's EngageOne Vault

How a Global Investment Management Company Utilizes Technology to Meet the Needs of Busy Clients

Global Investment Management Company, a top-tier financial services firm, needed to modernize client servicing to meet demand for fast, digital-first experiences while simplifying document creation, storage and regulatory access and lowering servicing costs. To address these challenges they partnered with Precisely and selected the EngageOne Vault digital archiving solution.

Precisely implemented EngageOne Vault as a centralized archive that integrates with business systems and provides anytime customer access and real-time CSR visibility; the solution was deployed in under three months. As a result, the company improved compliance and governance with faster access to communications, diverted customer inquiries to self-service (reducing call volume), accelerated CSR response times, and realized measurable efficiency gains and cost savings.