Case Studies
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Real time customer due diligence
We implemented real time customer due diligence and batch KYC rolling reviews for a USA electronic bank for a major Wall Street firm.
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.