Case Studies

Custody client business migration
We helped our client to acquire a competitor's direct custody business while maintaining control of all assets under custody and loyal customer relationships

Broadridge managed service migration
We helped the US equities operations of a top 3 US bank migrate from internal operations processing to a Broadridge managed service

Funds services efficiency improvement
As well as realising an on-shore headcount reduction of 25%, we also helped our client to achieve a measurable increase in their client satisfactions levels

Resource optimisation
We achieved a measurable and significant improvement of resource productivity, lower production costs and an optimised staff mix across more than 50 countries and 60 general ledgers

Best shoring
We helped our client to optimise and balance financial opportunities within low-cost centres across 50 countries and 60 general ledgers in Asia, EMEA and Latin America

Location strategy for corporate & investment banking
We reduced our client's dependency on high-cost resource and mitigated their country off-shore concentration risk