Case Studies Archive - Page 5 of 14 - Davies

Case Studies

Industry Retail & Business Finance
Capability Operating Strategy & Transformation

Know your client process redesign

We redesigned the whole KYC process worldwide for a large European bank's corporate and investment banking business.

Industry Capital Markets
Capability Operating Strategy & Transformation

Broadridge suite deployment

We helped a large Chinese bank migrate to Broadridge across all securities products including repos, stock lending and margining.

Industry Capital Markets
Capability Operating Strategy & Transformation

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.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Technology & Data

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.

Industry Capital Markets
Capability Operating Strategy & Transformation

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.

Industry Capital Markets
Capability Operating Strategy & Transformation Risk & Compliance

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.