Click on a Case Study below to learn more.
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…”
View Completed Case Study – Governance Solutions – Program and Project Management
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…”
View Completed Case Study – Governance Solutions – Regulatory Compliance Deployment
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 …”
View Completed Case Study – Governance Solutions – Project Management Office Formation
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…”
View Completed Case Study – Governance Solutions – Regulatory Compliance Design
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…”
View Complete Case Study – Technology Enabled Services – Global Technology Architecture
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…”
View Complete Case Study – Leading Global Bank
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…”
View Complete Case Study – Application Delivery – Business Analysis and Functionality Design
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…”
View Completed Case Study – Application Delivery – Package Selection and Implementation
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…”
View Complete Case Study – Application Delivery – Project Recovery and Risk
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…”
View Complete Case Study – Application Delivery – Custom Application Development – ISP
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…”
View Complete Case Study – Application Delivery – Quality Assurance – End To End
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…”
View Complete Case Study – Application Delivery – Custom Application Development and Operations
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…”
View Complete Case Study – Application Delivery – RFP and Vendor Selection
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.…”
View Complete Case Study – Application Delivery – Custom Application Development
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…”
View Complete Case Study – Application Delivery – Package Selection
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…”
View Complete Case Study – Technology Strategy – IT Strategy
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…”