Leading Financial Services Provider

The Client

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.

The Challenges

• 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.

The Solution

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.

The Results

• 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.