The Diligence Platform for the Investment Management Industry

We are now able to auto-evaluate nearly 95% of asset manager submissions leaving a relatively small number for their analyst team, which is now also 85% more efficient in low-risk rated questionnaires and 30-50% more efficient in medium risk questionnaires.

Now, it's all there on the system, we can see where everything is and where it is at in the process... Process is far smoother. It saves our team a couple of months each year now. And, given the reduced back-and-forth over email and excel spreadsheets, it generally reduces the time it takes us to do our weekly, monthly, quarterly, and annual reporting activities by about 50%.

We were driven to the tool because of the workflow capabilities, the ability to follow up with managers, the ability to automate bulk DDQ sends, and the ability to store the questionnaire findings in a single place -- all of which were pain points prior to adopting.