Case Studies

  • T + 1 for Canada

    The capital market industry, in coordination with regulators in the USA and Canada, plan to shorten the settlement cycle from T+2 to T+1. Updates are required across settlement and data systems within the firms’ settlement ecosystem to align with regulatory guidance

    Read More

  • Capital Markets Migration and Integration

    In completion of one of the largest acquisitions in Canada, for a global investment firm, led a significant post-acquisition integration program, overseeing the transition of the entire Capital Markets portfolio across retail banking, wealth management and asset management divisions while managing cross-functional impacts across business lines, vendor management, and migration of resources.

    Read More

  • Testing for T+1 from Inception to Completion

    Our client needed to build a support team to handle testing efforts across multiple trading systems as well as back-office trade operations. This involved managing testing for three streams to ensure the effective execution of test plans, scenarios and cycles to meet the T+1 deadline

    Read More

  • Wealth TOM Realignment

    Global Insurance Client was looking to change to their Wealth Management Operating Model to consolidate multiple business lines across Retail, Wealth, Private, and Group benefits to ultimately improve ongoing cost to the firm

    Read More

  • Cross Border Lift and Shift

    Assessment was completed on US based operational teams for a Global Investment Firm. The recommendation was to replace staff with Canadian Resources as this would reduce ongoing costs to manage the team by 60%.

    Read More

  • Back and Middle Office Outsourcing

    Top Canadian Pension Fund is outsourcing their back and middle office to a Managed Service provider. This service will require the vendor to create a new platform to support the Canadian business and its future clients.

    Read More

More Case Studies