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OPERATIONS

Streamlining processes for efficiency and scalability


We help financial institutions transform complex operations into a competitive advantage. By streamlining trade and payments lifecycles, optimizing collateral and liquidity, and digitizing portfolio and investor processes, we design Target Operating Models that enable straight-through processing, strengthen governance, and scale seamlessly across businesses and jurisdictions.


Core Value Proposition

1. Trade & Transaction Lifecycle Excellence


  • End-to-end automation of trade capture, settlement, and reconciliation across products and asset classes.

  • Standardized workflow of payments, loans, securities, and portfolios to reduce breaks and settlement risk.


2. Collateral, Liquidity & Treasury Optimization


  • Optimize collateral allocation and margin processes

  • Enhance intraday liquidity and cash operations for resilience in volatile markets


3. Payments & Retail efficiency


  • Scalable, real-time payment operations with embedded fraud monitoring and dispute resolution.

  • Straight-through processing for account, deposit, and card transactions.


4. Portfolio, Fund & Investor Operations


  • Streamline portfolios, NAV calculations, and reconciliations.

  • Digitally enable investor servicing, subscriptions/redemptions & fee management.


5. Operational Scalability & Digital Enablement


  • Deploy RPA, AI/NLP, and STP frameworks for reconciliations, reporting, & high-volume processes.

  • Enable data-driven dashboards for proactive exception management and transparency.


6. Governance & Target Operational Models ( TOM)


  • Embed controls, auditability, and accountability into workflows.

  • Design TOMs that scale seamlessly across businesses and jurisdictions.


Key Workstreams

Diagnostics

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  • Trade / Payments/ Collateral/ Portfolio lifecycle review

  • Breaks, reconciliations & manual interventions

  • Cross-functional pain points ( Ops, IT, Treasury, Business)

Remediation

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  • Streamlined workflows & accountability

  • Collateral, Margin & Liquidity Optimization

  • Digital enablement ( STP, RPA, AI/NLP)

  • Portfolio, Investor & Fee Operations redesign

Sustainability

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  • Governance, KPIs & auditability

  • Scalable Target Operating Models ( CIB, Retail, Wealth)

  • Integrated reference, market & operational data

  • Continuous adaptability ( regulation, markets clients)

Why It Works

Our approach uniquely combines:


  • Proven Expertise – Optimized collateral, recalls and settlements.

  • End-to-End Integration – Operations, IT, treasury legal aligned.

  • Sustainable & Scalable – Governance and KPIs ensure efficiency.


"Ready to transform your operations into a competitive advantage? [Contact Us]."

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