Case Studies and Engagements
Fenergo/Salesforce Legal Entity Recon
Challenge
Our client's data governance office had challenges matching counterparty records for post-trade events, and needed to reconcile the population with the long term vision of creating a single client view.
Solution
Collaborated with the PowerBI analytics team to develop a MIS dashboard to track the client data mapping process.
Leveraged product knowledge to partner with IT stakeholders to prepare client data extracts.
Develop python notebooks to analyze data sets, and compile a master map of client data for stakeholder review.
More Case Studies
Capital Markets Migration and Integration
Back and Middle Office Outsourcing
CDIC Act Co-Owned and Trust Disclosure By-Law
SRD II (Shareholder Rights Directive)
Margin Rules Compliance for Uncleared Swaps
Fundamental Review of the Trading Book - FRTB
Regulatory Reporting Framework
Automation of Reg YY and Reg W Reporting
FRTB Model Development (Standard and Internal)
Operational risk using predictive analytics
Workplace Transformation - Capital Markets Real Estate
Fixed Income Broker Dealer Acquisition Integration
Global Bank Equities Post Merger Integration
Collateral Management Implementation
Audit and Regulatory Reporting Overhaul
Structured Notes and Equity Derivatives Modernization
Volcker Front Office Implementation
Calypso Money Market Migration