Leading Financial Services Provider
A leading financial services provider that assists some of the world’s most sophisticated institutions with services that include investment management, research and trading, and investment servicing.
- Satisfy requirements of Securities and Exchange Commission (SEC) and Office of Comptroller.
- Increase capacity to handle peak trade volumes.
- Distribute work efficiently among geographically diverse service centers.
We developed a trade processing/settlement solution with AWD, which allows incoming trades to be distributed by governing rules and determining work priority among 2,500 users.
- Doubled processing capacity, allowing the client to handle peak trade periods.
- Increased overall productivity by 28%.
- Established a framework for expanding operations on a global scale.
Offering key benefits for insurers and brokerages in a proven, scalable process management solution.
Monitoring and auditing tools to make it easier to stay in compliance with changing regulations.
Delivering the right work to the right person in the right priority to make the most of resources.