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Challenges The Avantis Solution Key Features Used Implementation Process Results & Impact

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Challenges

Marrelli Support Services specializes in Outsourced Chief Financial Officer (CFO) services, as well as financial accounting and reporting. The firm provides critical financial guidance to clients and relies on up-to-date and accurate filing data to ensure compliance and strategic decision-making.

Before implementing Avantis, Marrelli faced several challenges:

Delays in Notifications: Their previous solution did not provide timely updates on SEDAR and SEC filing activities, leading to inefficiencies in tracking relevant disclosures.
Lack of Support & Industry Knowledge: The existing provider offered minimal assistance, making it difficult for Marrelli’s team to resolve research-related issues efficiently.
Inefficient Research Process: The platform lacked robust search functionalities, causing Marrelli to spend unnecessary time filtering through filings and extracting relevant insights.

With a growing client base and increasing regulatory requirements, Marrelli sought a market intelligence platform that would provide real-time filing notifications, a consultative support approach, and a streamlined research process.

The Avantis Solution

Avantis provided a comprehensive and consultative approach that not only addressed Marrelli’s immediate pain points but also optimized their research workflows. By leveraging Avantis' advanced capabilities, Marrelli achieved significant efficiency gains.

“Avantis has been a game-changer for Marrelli Support Services. The platform uses robust search capabilities complemented by their strong AI tools to help us analyze SEDAR+, SEC filings and financial statements. This ensures our clients get the most accurate financial reports and compliance information. Avantis helps us support complex business deals and financial statements. They provide reliable market insights. This support allows us to serve our clients even more confidently.”

Carmelo Marrelli

Principal of The Marelli Group

Key Features Used

Real-Time Monitoring & Notification System
- Provided instant alerts for relevant SEC and SEDAR filings, eliminating delays in tracking key corporate disclosures.
Advanced Search Capabilities
- Access to over 100 corporate, financial, and pricing-related search filters enabled Marrelli to conduct precise and targeted research.
Dedicated Consultative Support
- Avantis’ support team provided hands-on assistance, including best practices for optimizing searches and maximizing insights.

Implementation Process

The transition to Avantis was seamless, allowing Marrelli to quickly adopt the platform without disrupting ongoing operations.

Quick Setup: The Avantis team made onboarding fast and easy. They helped Marrelli get started right away.
Simplified Text: We gave complete training sessions. This helped Marrelli’s team learn how to use Avantis and its best practices for research.
Ongoing Support: Marrelli received regular check-ins. There were direct consultations available. On-demand help ensured Marrelli got the most value from the platform.

“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.
The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”

Harvey Tan

of The Marelli Group

Results & Impact

Avantis' tailored approach led to substantial improvements in Marrelli’s research efficiency and overall workflow.

Key Outcomes:

Reduced Research Time by 45%
- The intuitive search capabilities and real-time notifications drastically cut down the time spent locating and analyzing filings.
Enhanced Confidence in Insights
- With Avantis’ robust search filters and tailored alerts, Marrelli was able to identify critical filing details with greater accuracy and efficiency.
More Timely Responses to Client Needs
- The elimination of research delays allowed Marrelli’s team to deliver faster and more informed responses to client inquiries, improving their already outstanding service.

Harvey Tan

of The Marelli Group

Key Features Used

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<p>“When we migrated to Avantis, it was an immediate upgrade from our previous service. Avantis started off strong, and over time, the platform has consistently introduced enhancements that further improve usability and functionality.<br>The Customer Success and Support Team is incredibly responsive and knowledgeable. Whenever we need help, they go the extra mile. They book calls to guide us through challenges. They even make custom videos to explain difficult searches.”</p>

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<p class="text-size-1-125rem text-color-dark">Harvey Tan</p>
<p class="tagline">of The Marelli Group</p>
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Marrelli Support Services Reduces Research Time by 45% with Avantis

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Challenges

The Avantis Solution

Key Features Used

Implementation Process

Results & Impact

Key Features Used

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