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Strategic Database Optimization: Allocating Resources Where They Count

At IMSS we believe in getting the most ROI in our efforts when working with clients. It is essential, especially for smaller boutique firms, to allocate their time and internal resources wisely while maximizing visibility and attracting potential investors. However, our experience has shown that not all databases are suitable for every client and efforts can sometimes be spent elsewhere that are more valuable. This case study explores how IMSS helped several clients optimize their database reporting strategy, by selecting the most appropriate database

fit and discontinuing two databases that were not a fit, while suggesting others as more effective alternatives. By prioritizing quality over quantity and aligning resources where they matter most, our clients were able to find more suitable options, increasing their visibility and for some, saving money on their outsourcing fees.

The Issue: Our team discovered that specific clients had been reporting to two European databases that proved to be ineffective for several reasons. After discussions with the databases, we learned they required a significant financial investment for clients to gain visibility to potential investors and to also be included in internal searches. Given the lack of suitability and the associated costs, it became apparent that our clients were putting their efforts and resources into platforms that did not provide meaningful exposure or align with their products.

Our Suggestion: Recognizing the need to optimize our clients' database reporting strategy to gain the most ROI, IMSS took a proactive approach to the issue. Our goal is to be a cost-effective outsourced solution while gaining the most visibility for our clients. To reduce costs and seek a potential better alternative fit, our recommendation was to discontinue them altogether. Our primary goal was to ensure that our clients were investing their hard-earned money where it would have the most significant impact to winning business.

At IMSS, we firmly believe in the principle of quality over quantity. Rather than chasing a high number of databases, we sought to identify alternative solutions that would offer the most ROI and yield the best results for our clients. By carefully evaluating the available options, we selected databases that aligned closely with our clients' objectives and a targeted investor base. This strategic decision allowed us to concentrate our efforts, streamline the reporting process, and focus on the platforms that truly mattered for our clients' success.

The Result: With the discontinuation of the recommended databases and the addition of more targeted alternative options, our clients were able to optimize their resources and add to more opportunities to drive AUM growth. In allocating their efforts and associated costs where they were most significantly beneficial, came the opportunity for increasing visibility to potential investors who were actively searching for opportunities. This strategic shift allowed our clients to channel their hard-earned money and resources into platforms that offered a higher likelihood of winning new business and generating valuable leads.

Firms are often challenged to make strategic decisions about resource allocation, especially when it comes to database reporting. The case study is an example of how we assist clients in optimizing their database reporting strategy by discontinuing unsuitable platforms and focusing on more targeted alternatives that are meaningful. By embracing quality over quantity and aligning resources where they matter the most, our clients were able to increase their chances of winning business and achieving their goals while saving money.

At IMSS, we are committed to helping our clients make informed decisions and maximize the impact of their resources. Contact us today to learn more about our strategic approach to

database optimization and how we can support your firm in targeting the most meaningful ways to gain ROI with your reporting efforts.

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