Intelligent Operations for Risk Management for a Capital Markets firm.
Need to deploy additional teams during peak periods for processing for Full Liquidations of 1500+ Mutual fund accounts per month. The high volume of manual work exposed the firm to financial impact in case of errors.
A global provider of investment processing operations and platforms.
Our Solution delivered
Faster total turn-around time for the end-to-end full liquidation process by up to 55%
Reduction in operating cost by approx. 40% ensuring 100% adherence to SLAs
100% automation of dividend processing
Manual effort reduced to interventions
Highlights: The Coforge Banking and Financial Services Practice
Wealth and Asset Management | Wholesale Banking | Consumer Lending | Cards and Payments | Trade Finance | Risk Management | Finance and Accounting
Servicing over 200 Financial institutions
10 of the top 15 US private banks
Over 100 asset managers
15 wealth management firms
30 pension funds
Over 15 years of Proven Experience in Servicing Capital Markets Firms
Asset Under Management (AUM) supported: US$ 1.5 trillion+
Financial advisors helped: 6,000+
End customer supported: 1.5 million+
Over 8,000 Person Years of Solution Delivery Experience