Case Studies and Engagements

T+1 Settlement Analysis

Latest Engagements 

Engaged in multiple initiatives to deliver front-to-back process reviews for securities impacted by the T+1 settlement timeline, including the development of a risk-weighted gap assessment to help meet the targeted 2024 industry implementation deadline.  Executing current state assessments for process and procedural gaps in manual and automated processing, and identifying areas of heightened operational, regulatory, and financial risk in manual processing, along with mitigation and resilience planning.  

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