MMC are New Zealand’s leading provider of full outsourced investment administration services for 30 investment managers and product providers and more than 70 groups of investment professionals with funds under administration in excess of NZ$100 billion.

MMC engaged with Q4 Associates in an effort to improve the service offering they provide to clients. The processes that were automated were the of onboarding of new clients and fund ‘switching’ when rebalancing client portfolios. Prior to automation both of these processes took substantial manual processing effort and time and were prone to human error. 

Robotic Process Automation improved accuracy, speed, employee satisfaction and customer experience.