The Client is a leading global investment services company

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.

Accolite Solution

  • 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.

Value Delivered

  • 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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