Case Studies

Adopting a full reconciliation process for fixed income and equities on a single platform
Case Study

A leading Asian Investment Bank implemented TLM Reconciliations Premium to reposition its Listed Derivatives offering.

Leading the way in corporate actions automation
Case Study

Sydbank implemented the latest version of TLM Corporate Actions for its flexible, detailed configuration and the ability to provide a holistic view of activity.

Strengthening control and reducing operational risk
Case Study

As part of a Finance Change programme AMP implemented TLM Reconciliations to automate complex inter-systems reconciliations, increase match rates and drive down cost.

Consistency, control & compliance - optimising General ledger reconciliations
Roundtable Discussion

General Ledger (GL) reconciliations form a critical business control function and yet for many organisations remain a manually intensive, fragmented task. SmartStream spoke to UK-based insurers Aviva and Prudential, to discuss the benefits of automation.

Building a scalable, high growth business
Case Study

Bank of Scotland (Ireland) automated their Payments and Receipts processing with TLM to create a centralised process management hub that delivers greater operational control, lower costs whilst improving customer service.

Automating a critical control function with proven technology
Case Study

Portuguese bank Caixa Geral de Depósitos, implemented TLM Corona at the core of its back office, completely changing their operational control and risk management procedures, whilst improving customer service and supporting the banks growth.

Managing 400% volume growth with ease
Case Study

With reconciliation volumes and complexity increasing, Australian firm Challenger needed to automate its processes to increase risk control and deliver more scalable operations.

Implementing Lifecycle Reconciliations, one step at a time
Case Study

CLSA, a leading Equity Brokerage and Research House in the Asia Pacific region, implemented SmartStream’s TLM Reconciliations to transform a predominantly batch based, manual reconciliations process into a highly visible, real time, lifecycle management process. The firm has eradicated manual, time consuming processes and achieved greater operational control over their entire transaction lifecycles.

TLM Trade Process Management: The ideal platform for Colonial First State (CFS)
Case Study

CFS found that its infrastructure was expensive to maintain and operate and no longer capable of supporting their global business strategy. TLM Trade Process Management was selected to deliver a single Trade Management platform to automate cross-asset transactions through to settlement.

Corporate actions processing: Picking apart the real problems, one piece at a time…
Executive Briefing

There is still plenty to do before many of the issues in event processing are solved. Whether these are internal issues at a firm, or the wider debate around standards adoption and messaging format, corporate actions will continue to be a topic of discussion. One thing is for certain, SmartStream’s TLM Corporate Actions solution is well placed to tackle the real problems, one piece at a time, such as data cleansing or to manage the entire lifecycle.

Processing Utilities - Momentum builds in the economic downturn
Executive Viewpoint

Processing Utilities serving multiple clients with industry leading technology and best-practice outsourced processes offer a compelling alternative to failing captive operations.

Delivering automation of nostro reconciliations to support business growth
Case Study

Finance House PJSC, Abu Dhabi, wanted to introduce standardised processes to ensure the efficient integration and reconciliation of correspondent bank statements to reduce the potential for errors, and lower operational risk and costs.

Moving the reconciliation process further up the transaction lifecycle
Case Study

ING Investment Management Australia has reduced costs and improved process visibility using TLM Reconciliations.

Driving a new reconciliation methodology
Case Study

Global reconciliation across Northern Trust's operations was recently centralised, the priority was to consolidate reconciliation systems onto a global platform, one that could handle more than 30 million transactions a month running through its operations. To achieve this vision, Northern selected TLM Reconciliations as its enterprise-wide solution.

Meeting today's market and oparational challenges
Executive Briefing

Financial services are operating in an environment where efficiency, risk and cost are under increased scrutiny.

Our service oriented architecture (SOA) approach to building solutions, the TLM Enterprise Control Architecture, ensures that SmartStream can harness proven components to rapidly develop new solutions to meet emerging market and regulatory challenges.

Five FAQ's for Reference Data Management Utilities
FAQ

What part of industry utilities play in solving the reference data issues? Find the answer to this and other questions pertaining to the way new solutions are influencing the way the business community looks to contribute, store, manage and distribute data.

Automating exceptions and investigation with SWIFT E&I
Case Study

RBI selected SmartStream’s TLM® Corona SWIFT E&I solution, extending its existing use of TLM Corona for reconciliations and creating an integrated reconciliations and payments exception management platform at the Raiffeisen Daten Service Center in Vienna.

The path to derivatives automation
Roundtable Discussion

SmartStream and two leading derivatives consultants discuss the path to greater automation and the barriers that stand in the way.

Delivering service innovation over the Internet
Case Study

In a competitive market, how to you deliver a service that stands out from the crowd? Raiffeisen Zentralbank Österreich AG (RZB) is the central institution of the Austrian Raiffeisen Banking Group, created an innovative service that reduces risk and costs, while also delivering greater self-service to clients.

Creating a centre of excellence for reconciliations
Case Study

Santander is introducing shared service centres across its business to deliver operational best practice. Using TLM Reconciliations at its centre, Santander has created a highly scalable centre of excellence, consolidating processes and systems to reduce operational risk and improve efficiency.

Building global networks to support business challenges
Case Study

SmartStream has partnered with Syntel to deliver a range of consulting and support services. This will enable firms to implement more cost-effective and efficient back office operations and to a faster time to market.

A revolutionary utility
Executive Viewpoint

The TCS Aspire Service, powered by SmartStream's TLM technology, offers cost-effective core and client-specific reconciliations through an offshore utility model, removing operational cost and risk.

Creating a reconciliations community
Case Study

As an institution that has already embraced outsourcing, Deutsche Bank outlines its vision for delivering greater efficiency and value from the back office. Martin Slumbers, Chief operating officer at Deutsche Bank discusses how the bank analysed its reconciliations processes and its reasoning behind choosing to move to the TCS Aspire Service.

The United Bank
Case Study

The United Bank selected SmartStream’s TLM solution for its cash/Nostro and ATM reconciliations, exception management and investigations, and archiving, implemented by SmartStream’s local partner Intercom.

The business case for automating Corporate Actions
Case Study

To manage their expanding business Vanguard Investments has implemented TLM Corporate Actions – creating efficient, scalable processes that control risk and cost while delivering improved client service. The ROI has been immediate: numerous manual steps have been removed. Manual entry of critical data has been dramatically reduced and the validation of event notification has been automated.

Centralising reconciliations to deliver greater back office efficiency
Case Study

Slovakia's VUB Banka has created a single reconciliations team using SmartStream's Corona at its head office in Bratislava, halving the number of reconciliations staff needed. This has delivered greater visibility into a critical control function, while also enabling the bank to efficiently manage its continued expansion.