Supporting our clients, 24/7
Delivering world-class admin support

Proudly Supporting Dart Exec

DART Talent & Executive Search is a boutique specialised talent acquisition passionate about delivering high-quality service. As one of the leading matchmakers in the Wealth and Asset Management sector, they cover search mandates in Switzerland, Germany, UK and the Middle East. Dart Exec ensures the entire team is qualified, knowledgeable, and able to anticipate hiring trends and upcoming talent needs in their areas of expertise. Collectively, they focus on sourcing Investment Advisors, Portfolio Managers, Wealth Planners & Trust Managers, Private Client Advisors, Risk Managers, and Senior Management up to CxO level, with their vision being delivering excellence in talent acquisition solutions to enable their clients and candidates to prosper.

The success of Dart Exec has been recognised in the form of awards, including winning "Best Wealth Management Executive Search Firm (Switzerland)" in both 2018 and 2020, while being shortlisted for the Wealth Briefing Swiss Awards in 2017.

SmartPA also support Board Owl which is a brand and service provided by DART Talent & Executive Search. Board Owl are a digital matching platform and community for decision makers, which matches remarkable people with exceptional organisations for board positions to empower growth & excellence and make an impact.

Supporting Dart Exec

Their Business Needs

The Dart Exec team were needing a solution to free up their time from the admin heavy side of their roles, so that they could focus on the client relationships and research process.

They were not looking to employ an additional full-time team member but needed additional support for the team at a cost-effective level and a quick starter / fast on-boarding process.

Why they trusted SmartPA?

When searching for support on Google, SmartPA appeared in the top search results and reviews on TrustPilot were a good resource when doing due diligence on the credibility/viability of using SmartPA.

When weighing up their options, poor communication from other companies regarding data confidentiality was a key obstacle, whereas SmartPA was able to ensure the required compliance needs.

SmartPA offered access to an extensive talent pool of people with a range of expertise and skills that was required specifically for our needs, and managed to meet the requirements Dart Exec took into consideration when searching for an admin outsourcing solution: Cost savings, resources and technology, ability to meet deadlines, proactiveness, communication, and data confidentiality.

The Solution

To support the DART team to success, SmartPA provided assistance in Document Production, Document Formatting, and Data Entry into DART Exec's CRM system.

This support has allowed the core team to free up their time to focus on client facing tasks, meetings and interviews, which in turn increases their efficiency and productivity. The team now have more “comfort time” in reaching deadlines and have a quicker turnover time on mandates.

The Results

"Everyone at the DART team are passionate about delivering high-quality service to our clients, so by freeing up admin tasks enables us to have a quicker response time in reaching mandate deadlines. The team also now have more time to focus on direct client and candidate contact / client relationships, which is integral in our business."

Sign up for our business news where we share growth, productivity and cost saving news.