Major US Bank


Based in US, the client provides fiduciary, retirement, and institutional services. It is an independently operated trust company chartered in the state of Delaware, has offices in Wilmington, Delaware, and Phoenix, Arizona.

Client Challenges

Volume spikes – Enable, Enhance Systems to do more with the same teams Inefficient

Processes – Design effective and efficient processes
Risk reduction – Audit findings IT applications not available on intranet / internet

Our Solutions

Decouple WTRIS recon team by segregating Administration from Core recon Process transition using “lift & shift” methodology Increase usage of latest version of applications Audit to be involved in reviewing identified risks and also proposed solution Automating GL to reduce risks of Cash Recons SharePoint - Deployment of Operations/ Workflow platform Connect to virtual desktop - Availability of IT applications and systems over intranet / internet Benefits Delivered Overall efficiency improvement through: Deployment of Operations/ Workflow platform Application integration Reduction of manual touch points Automations Optimize costs by centralizing of tasks performed Scalable systems Centralize all operations at one point / location Risk reduction