Case Study: Eaton Vance Investment Managers, USA

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Eaton Vance Investment Managers, USA 

This chapter was originally published in Best Practices for Knowledge Workers

Nominated by EMC Corporation, USA 

Founded in 1924 and one of the oldest investment management firms in the United States, Eaton Vance offers individuals and institutions a broad array of investment strategies and wealth management solutions.

Eaton Vance has a long-standing reputation as a leading developer of creative strategies with strong investment merit. The ability to anticipate the evolving needs of investors and meet them with timely innovations continues to be a hallmark of the organization. The company deployed an automated technology solution to streamline and accelerate its new account opening and account change processes. Spearheaded by the legal and investment operations groups, the solution aimed to increase efficiency, reduce costs, ensure compliance with industry regulations, and increase revenue.

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