Our Work

Being Proactive: Delivering Responsive Client Service

Smart, client-focused firms recognize and understand the importance of providing responsive client service. Retaining clients is an essential business operation, and the failure to do so can result in long-ranging, devastating consequences that impede a company’s future success. Investment firms have highly specialized operations teams and complex processes, and serve a wide range of clients. Having consistent and accurate procedures helps these teams deliver effective, proactive client service.
A client approached Meradia to help it document current procedures covering the complete functionality for its Performance group. The investment firm needed to address issued cause by service gaps that its client had repeatedly brought to the firm’s attention. Additionally, the client demanded that the firm implement a Performance Attribution process to provide advanced, more detailed performance analytics. Meradia utilized its impressive operations and performance knowledge and expertise and extensive functional experience to drive a successful knowledge management and implementation assignment. By assessing the company’s current performance team processes, Meradia was able to provide comprehensive procedure documentation that addressed service issues, while also providing business requirements supporting the implementation of a new Performance Attribution process.  Read More