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| Trilogy Global Advisors |
| Engagement: |
Technology Strategy - Strategic Alignment Blueprint |
| Challenge: |
Create a cost-effective strategy for upgrading key internal support systems to meet immediate operational needs and support longer–term business development |
| “Faced with growing business, Trilogy Global Advisors recognized the need to upgrade its key support system to handle increased trading volumes and new market opportunities...” |
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| Global Wealth Management and Capital Markets Group |
| Engagement: |
Technology Strategy – IT Strategy Development |
| Challenge: |
Create project governance strategy for restructuring organization and introducing new IT support systems to handle growing business activities |
| “Rapid growth in business related to Credit Default Swap on Asset Backed Securities (CDS/ABS) was putting existing credit-related resources and support systems under pressure…” |
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| Large Financial Services Institution |
| Engagement: |
Application Delivery – Package Selection |
| Challenge: |
Replace legacy trading platform with modern package solution to meet scalability and flexibility needs |
| “Faced with growing foreign exchange (FX) demand worldwide, the company sought to replace its legacy FX trading platform. The system could no longer scale sufficiently…” |
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| Large Financial Services Institution |
| Engagement: |
Application Delivery – Custom Application Development |
| Challenge: |
Replace critical IT system with custom solution to automate end-of-day activities and enable further business growth |
| “The company’s equity-related sub-ledger system had become a limiting factor in the equity group’s growth and development. Introducing new products was cumbersome and expensive.…” |
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| Global Financial Services Institution |
| Engagement: |
Application Delivery – RFP and Vendor Selection |
| Challenge: |
Evaluate and select outsourcing partner to deliver comprehensive operational services |
| “The company’s evolving business strategy included introducing a new banking service line. Establishing a de novo bank would strengthen key customer relationships and…” |
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| Global Financial Services Group |
| Engagement: |
Application Delivery – Custom Application Development and Operations Optimization |
| Challenge: |
Upgrade key systems to improve customer satisfaction and meet evolving regulatory demands |
| “Upgrading the company’s Fixed Income Security-related systems was essential to boost competitiveness and comply with newly introduced regulatory guidelines. The Fixed Income group’s top priority…” |
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| Global Financial Services Organization |
| Engagement: |
Application Delivery: Quality Assurance – End-to-End testing |
| Challenge: |
Create and execute comprehensive testing strategy for new FX Confirmation Matching Application |
| “Growth in the company’s foreign exchange (FX) processing capability was limited by its mainframe-based trading platform. In particular, key settlement confirmation match functionality…” |
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| Information Services Provider |
| Engagement: |
Application Delivery – Custom Application Development |
| Challenge: |
Automate key data acquisition and transformation processes |
| “Rapid growth in customer base was putting company resources and infrastructure under pressure. Existing procedures were too resource-intensive to scale effectively…” |
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| International Financial Services Firm |
| Engagement: |
Application Delivery – Project Recovery and Risk Management |
| Challenge: |
Successfully manage a strategic portfolio of projects aimed at significantly improving International Settlements processing performance |
| “In order to secure a highly strategic partnership offering significant global business opportunity, the company was under pressure to improve performance of its International Settlements processing fivefold...” |
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| Global Financial Services Organization |
| Engagement: |
Application Delivery – Package Selection and Implementation, Project Recovery and Risk Management |
| Challenge: |
Introduce Anti-Money Laundering (AML) and Market Surveillance software to strengthen and optimize compliance practices |
| “In a bid to strengthen and optimize internal market surveillance practices, the company was seeking to introduce new Anti-Money Laundering (AML) and Compliance Market Surveillance…” |
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| International Financial Services Firm |
| Engagement: |
Application Delivery – Business Analysis and Functionality Design |
| Challenge: |
Successfully manage a strategic portfolio of projects aimed at significantly improving International Settlements processing performance |
| “In order to secure a highly strategic partnership offering significant global business opportunity, the company was under pressure to improve performance of its International Settlements processing fivefold...” |
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| Leading Global Bank |
| Engagement: |
Technology-Enabled Services – Operations Optimization |
| Challenge: |
Optimize key operational processes in order to support growing business activities |
| “An increase in investor activity within the Alternative Investments group placed existing operational processes under pressure. New investor approval was too slow…” |
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| Global Financial Services Organization |
| Engagement: |
Technology-Enabled Services – Global Technology Architecture |
| Challenge: |
Existing platforms and reference data prohibited global trading capability |
| “The company’s existing platforms and reference data were optimized for trading on markets in the United States. As the company determined to introduce trading functionality into its London…” |
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| International Financial Services Firm |
| Engagement: |
Governance Solutions – Regulatory Compliance Design |
| Challenge: |
Quickly upgrade international trading systems to comply with MiFID |
| “Keeping pace with the evolving regulatory environment meant fundamental system changes for the company. In particular, its multi-market trading system...” |
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| Global Financial Services Organization |
| Engagement: |
Governance Solutions – Project Management Office Formation |
| Challenge: |
Improve group-level ability to identify, prioritize and manage resources |
| “The company’s Corporate Investment Banking and Markets Group is responsible for a complex portfolio of IT-related projects. In a bid to improve overall project delivery success rates …” |
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| Global Financial Services Organization |
| Engagement: |
Governance Solutions – Regulatory Compliance Deployment |
| Challenge: |
Introduce enhanced, standardized tax withholding software across the organization compliant with federal tax regulations |
| “The company introduced new software to enhance and standardize tax withholding functionality across the organization. An off-the-shelf solution was selected and integrated…” |
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| International Financial Services Firm |
| Engagement: |
Governance Solutions – Program and Project Management |
| Challenge: |
Successfully manage a strategic, business-critical implementation of Advent’s Geneva application |
| “The company was ceding market share in its Prime Brokerage business line due to an inability to provide customers with a consolidated view on their global activities. Internal systems focused...” |
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