The client is an American multinational global investment firm founded in New York City in 1947. With more than 600 investment professionals, 1 in 25 countries around the world, the client is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet our rigorous investment criteria.

Customer Need

The client’s global investment operations encompassed multiple business areas that include – Investment Accounting, Global Fund Admin and Reporting, Fund Tax, Global Pricing Services, Global Corporate Actions Services, Treasury Accounting, Global Security Maintenance, FTS Qty Assurance Risk and Control, Fair Value Pricing, Global Portfolio Account Services, Global Reference Data Group, FTS-New Business Services, Global Trade Services – MOCS, Portfolio Administration.

Most of these business areas were involved in manual operations with data inefficiencies and limited scalability with high TCO due to manual processes

Solutions Provided

  • Identified more than 250+ global investment operations use cases and 200+ finance process use cases for cost benefit analysis and narrowed down to 212+ use cases for implementation
  • Use cases interfaced with more than 15+ enterprise applications
  • Involved in implementation and support, daily administration of production environment, scheduling, monitoring, and fixing of processes in 24 X 7 model. Business team spread across 6 countries

Benefits / Results

Reduced operational costs in targeted area by more than 30% (annual)

ROI of 3x in first year

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