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Creating a streamlined KPI framework

How we helped a global asset manager cut reporting time by 60%

Summary

  • A large international asset manager tracked an overwhelming number of KPIs across web, social, display, and email.
     

  • We built an AI model that showed how different marketing activities drove revenue, identifying the most effective KPI targets.
     

  • Our work led to a 60% reduction in reporting time within one month (from 25 to 10 hours per month), while outcomes improved.

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