Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
As one of the leading asset management firms in North America, this company is rapidly expanding its asset base while entering new markets.
Client Need
As the company grew, the client faced challenges with maintaining control over various IT projects, intellectual capital, and infrastructure while scaling operations. These included:
Difficulty scaling infrastructure to accommodate expansion into new geographies and asset classes without compromising efficiency or reliability.
Inefficiencies in the onboarding process leading to delays, inconsistent user experiences, and higher operational costs.
Fragmented workflows for account opening, trading, and servicing that hinder operational efficiency and create bottlenecks.
Challenges in integrating digitized onboarding processes with front-end tools and external vendors, leading to potential data silos and compatibility issues.
Solution
Our team provided a comprehensive digital transformation across the client’s operations:
User Requirements Analysis: Conducted a thorough analysis of user requirements in all areas of the trading and servicing platform
System Development & Coordination: Managed development work on impacted systems, coordinating with the core platform provider and QA support teams in India and the US
End-to-End Testing & Automation: Provided full testing services, including test automation
Asset Class Ecosystem Development: Built a robust ecosystem to support additional asset classes and facilitated seamless integration into the operational framework
Digitized Onboarding: Transformed the onboarding process for efficiency and integration with external vendors
Realized Benefits
The digital transformation yielded several significant benefits:
Reduced OPEX by 40% through operational optimization
Lowered CAPEX by 11% through streamlined processes and system integration
Delivered the project in 15 months—5 months ahead of the requested completion date
Onboarded 62 resources within 42 days
Completed the offshore GDC setup within one month, ensuring rapid deployment
Empowered 27 groups to support operations across 19 countries, with 24x7 Application Operations and IT support ensuring smooth integration
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