Lisa is a true champion for quality who drove lasting improvements in our portfolio processing.
As a result of this project, 98% of portfolios are accurately processed within 24 hours.
Brian successfully implemented a company-wide data change and drove group collaboration.
Accuracy improvement gains of more than 30% delighted our clients.
A streamlined process led to accuracy of greater than 99% when we map documents to the appropriate investments.
An enhanced process allowed our transcription team to cover 40% more earnings calls.
Through this improvement filings are processed within 24 hours, even in peak filing season.