Case Studies and Engagements

T+1 for New York

Challenge

  • Our Client faced various challenges in implementing T+1 Settlement Cycles which required Business Analysis to assess the Regulatory Complexity, Cross Functional Coordination, Resource Management, Risk & Issue Management, IT Integrations as well as Virtual Team Collaboration for stakeholders located in different locations and/or time zones

Solution

  • Interpreted regulatory requirements, translated them into clear business requirements that were aligned with our client’s methodology 

  • Worked closely with IT Teams to integrate impacted systems such as Client Impact, DTCC, Bloomberg TOMs, GlobalOne, Candeal and Fidessa into our clients T+1 framework

Impact

  • Ensured compliance with regulatory requirements, reduced regulatory risk for our client

  • Improved trade settlements, allocations, order management as well as the reconciliation process

  • Leveraged technology integrations to enhance trading desk capabilities and market responsiveness

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