This hedge fund is one of the largest in the world, with nearly $30 billion in assets under management. An investment philosophy that emphasizes risk management has been extremely successful. According to Bloomberg, the firm has annually ranked in the top 10 in net gains since its inception, averaging 17 percent.
The firm needed to replace disparate systems with a single solution that could serve as their operational platform and enable the investor services group to add more value to existing client relationships–while mitigating risk. Microsoft Dynamics 365 delivered on its promises and more. New functions in the system have allowed the firm to retire multiple spreadsheets and reports, and the time required for generating transactions for hundreds of clients eligible for annual processing has dropped from 2-3 days to 45 minutes, while nearly eliminating errors.Download case study
““With our deep understanding of the unique and critical needs of financial services firms, combined with the power of Microsoft Dynamics CRM, we delivered an enterprise platform that addresses this firm’s mission-critical operational needs and provides a vision for future business adaptability.” “
Vice President, Financial Services
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