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Case Studies

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 23 items in 3 pages
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 23 items in 3 pages
Credit Suisse
Fee management issues offer utility opportunity
Case Study
Credit Suisse built a commission fees and expense management system nearly a decade ago with the goal of improving efficiency for brokerage, clearing and exchange fees. SmartStream acquired the platform in December 2014, transforming the system into a utility model.

PDF document pdf 451.0kb

Suncorp
Customised collateral management to keep pace with regulatory and technological change
Case Study
As a result of infrastructure changes and regulatory guidelines, Australian firm Suncorp needed to upgrade its collateral management system to meet industry best practices

PDF document pdf 460.0kb

SmartStream Technologies
Top 10 US corporation strengthens account reconciliations with TLM® Balance Sheet Substantiation
Case Study
The solution provided the corporation with timely reporting across the entire lifecycle and the ability to shorten the cycle whilst tightening controls - allowing more time to focus on exception resolution.

PDF document pdf 193.0kb

SmartStream Technologies
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.

PDF document pdf 66.0kb

Aviva
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.

PDF document pdf 826.0kb

Syntel
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.

PDF document pdf 1289.0kb

The United Bank
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.

PDF document pdf 115.0kb

Colonia First State
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.

PDF document pdf 317.0kb

SmartStream Technologies
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.

PDF document pdf 103.0kb

Caixa Geral de Depositos
Automating a critical control function with proven technology
Case Study
Portuguese bank Caixa Geral de Depósitos, implemented 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.

PDF document pdf 1153.0kb