Client (anonymous): Swiss family office / wealth manager, ~10 employees, ~120 client relationships, 3 custodian banks
Challenge
The company wanted to reduce operational risk and make reporting and documentation more repeatable – without turning every deadline into a last-minute rush.
In practice, the pain showed up in familiar ways: inconsistent reporting packs, too many “one-off” steps, and time lost chasing missing information when reviews or audits approached.
Solution
Using INSA PMS, the company standardized reporting packs and aligned internal workflows across users.
With clearer processes and consistent outputs, compliance and operations could rely on the same source of truth. The result wasn’t just faster reporting – it was fewer surprises and less disruption when deadlines hit.
Results (after ~8–12 weeks)
- Audit / review preparation time: reduced by ~40–50%
- “Missing info” chases: down by ~30%
- Reporting packs produced more consistently with fewer last-minute fixes
- More internal clarity on responsibilities and handoffs
- Fewer follow-up questions from the auditor
- Reduced external costs
Why it mattered
Instead of heroic effort, the company built a calmer, repeatable reporting operation, reducing operational, audit, and reputational risk while staying responsive to clients.
Next step
If you’re standardizing reporting and controls this year, we can share a practical checklist and a rollout approach that keeps day-to-day operations running smoothly.
At a glance
- Custodians: 3
- Client relationships: ~120
- Time impact: audit/review prep effort down ~40–50%