Case Studies
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Know your client process redesign
We redesigned the whole KYC process worldwide for a large European bank's corporate and investment banking business.
Broadridge suite deployment
We helped a large Chinese bank migrate to Broadridge across all securities products including repos, stock lending and margining.
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.
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.