Case studies

Art of the possible

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Financial Crime | HR | Accounts | Wealth Management

Financial Crime

Corporate Credit Review

A Global Bank is on a journey to automate, streamline and digitise customer quarterly and annually credit review.

Having transformed similar processes in the past, the bank is leveraging the same automations to accelerate standardisation of credit review including customer CDD/KYC/KYB related steps via different channels, such as company search/litigation search.

Customer Due Diligence

This Global financial institution is on a journey to automate and lean its customer onboarding first focusing on its customer due diligence process.

This is the first step in a larger automation strategy for a global implementation.

HR

Gross Salary Overpayments

A shared services company that is on a journey to streamline and automate the process of overpayments made by staff payroll.

Having first automated IT service desk processes, the focus became FTE heavy HR processes.

Accounts

Intercompany Reconciliation

The client is a global consumer electronics and entertainment group, with over 100 entities. The client is on an automation journey and identified the corporate finance department as an area that had huge inefficiencies and manual, repetitive tasks that were ideal for automation.

Wealth Management

Confirmation Matching

Confirmation Matching

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focussing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

Diarising Class Actions

Diarising Class Actions

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focussing on long‑term solutions and more efficient and effective ways of improving customer experience. 

End of Day Reports

End of day transaction report

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focusing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

Swift Message Creation

Swift message creation

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focusing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

Trades Mismatch

Trades mismatch

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focusing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

Quality Check Alerts

Quality check (Alerts)

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focusing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

Transition of Assets

Transition Of Assets

As one of the world’s largest investment funds companies, our client requires constant innovation through enhanced automation of their business processes, focusing on long-term solutions and more efficient and effective ways of improving customer experience, compliance and reduction of risks for Operations. 

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