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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.

The Client

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
    • 6 broker-dealers
    • 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
    • 45+ software products supported
    • 350+ releases per year
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