Case Study: a global investment management company achieves transparent, automated contract management with Wolters Kluwer ELM Solutions CLM Matrix

Global Investment Management Company Delivers Transparency, Automation, and Efficiencies Throughout the Contract Lifecycle

A global investment management company was facing challenges including a lack of operational agility, inefficient contract authoring, and inconsistent storage practices. Their contract processes were manual and lacked transparency, leading to version control issues and siloed tracking solutions. Wolters Kluwer ELM Solutions was engaged to address these issues with its CLM Matrix product.

The solution involved implementing a central contract repository, defining a clause library, and automating negotiation workflows with CLM Matrix. This provided transparency and policy enforcement, digitizing 92-95% of their processes. The results included streamlined contract generation, improved support for remote work, and the ability for non-technical users to scale the solution without straining IT resources, freeing up time for more strategic efforts.