Enhancing Treasury Operations

Business Problem

The Client sought wished to raise capital by issuing securities. They needed a global system to:

Capture pre-trade workflow for the lifecycle actions of these firm issued financial products
Track and approve issuances throughout the lifecycle as per workflows and entities (Tax, Legal, etc)
Enable accurate routing of issuances based on sign off groups and allow funding and pricing to be requested and provided by treasury
Track and monitor revenues (Assets vs Liabilities and other Business KPIs) on a single dashboard.

Designed and implemented various products with complex workflows (over the past five years) to address business needs. In-line with regulations).
Upgraded the technology platforms to meet both current and future needs. Reduced technical debt accumulated over the years.
Upgraded the technology platforms to meet both current and future needs. Reduced technical debt accumulated over the years.
Integrated with multiple upstream, downstream, and interdependent business workflows for easy reporting.
Used Agile, DevOps, and CI/CD process to make systems nimble and responsive.

The Client experienced significant savings in operational costs (in $ millions) post deployment.
Streamlined disparate processes into an agile, consistent, accurate, and user-friendly process.
Removed inefficiencies in the system that involved manual, laborious, one off, inaccurate departmental efforts.
Easy to use solution interfaces resulted in quick onboarding of the Client’s team without the need for elaborate training.

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