The client is a major player in the financial industry, specializing in investment research, relations, networking, and offering financial consultation services. They are located in three major locations – North America, Europe, and Asia. The heart of their mission is found in their world-renowned equity research platform and their multi-sector expertise.
They publish research that is highly popular around the world with top investors, advisors, and shareholders. Their core platform is designed around setting apart their services, offering unique perspectives into investor relations and strategic consultation. With over 100 people employed around the world, they are able to publish 2500 reports every year!
Due to the volume of data that the client receives on a consistent basis, their database started to get cluttered and disorganized, compromising the integrity of their data. So, they needed an outsourcing partner to come in and validate their massive database. After searching the internet, the came across the Data Entry Outsourced (DEO) website and contacted us.
As expected from a financial institution, the data was quite complicated and some of its validation required judgment from our teams to maintain accuracy. While most of the project was based on specific instructions, some data had to be validated apart from these instructions. Fortunately, our team of experts has a lot of experience so we were able to meet this challenge.
This project had to be completed efficiently and accurately to we needed a plan of action in order to streamline the process. That was important due to the complex nature of the data.
The client saved 60% in overhead costs by choosing DEO as an outsourcing partner. In addition, delegating this important task allowed them to keep their in-house teams focused on growth-oriented tasks. DEO also got the benefit of gaining experience in using the Salesforce software.
The client was happy with our services and has chosen to keep us on-board to continuing insuring the integrity of their database.