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Transforming fund selection and diligence processes for a leading financial institution 

Our client, a prominent financial institution in the banking and wealth management sector, was in need of a comprehensive content management system (CMS) to streamline their traditional and alternative fund selection and diligence processes. The goal was to improve the clarity of diligence outcomes and facilitate easier communication with fund managers. The engagement commenced in January 2018 and concluded in June 2019, spanning an 18-months duration. The approximate value of this project was $3.5 million.