CASE STUDY:

Modernizing Communications Creation & Approval Tool

Our Client is a global investment management firm dedicated to deliver better outcomes through a broad range of actively managed investment solutions, including fixed income, equity and multi-asset strategies. As part of centralized reporting framework service, they can generate accurate reports by using enterprise process management solution. The client engaged Persistent Systems to streamline business and simplify marketing material requests, creation, approvals, distribution, and storage processes.

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