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Business Automation for Fund Administration: An IBM Business Automation Workflow Case Study

Insight 2 Value (I2V) worked with one of the world’s largest investment companies to standardise its global fund administration model on IBM Business Automation Workflow, supporting compliance and shortening turnaround times across hedge fund services. Download the full case study below to read how.

Reducing risk and shortening turnaround times with IBM Business Automation Workflow

For an investment bank with trillions of dollars in assets under management, collaboration across regions is fundamental to managing risk and meeting deadlines.

To improve service delivery and tighten compliance across its global fund management activities, Insight 2 Value worked with one of the world’s largest investment companies to deploy its Fund Administration solution on IBM Business Automation Workflow, moving from a complex and distributed operating model to a single integrated one.

Business Challenge

The bank’s Fund Services and Investor Relations division was operating across a complex and distributed model that slowed service delivery to clients.

Transformation

Working with Insight 2 Value, the fund administrator created an integrated global operating model for hedge fund services on IBM Business Automation Workflow. Insight 2 Value delivers its business automation engagements on a fixed-price basis.

Results

  • A single integrated operating model for hedge fund services, replacing the previous complex and distributed approach
  • Shortened turnaround times for client onboarding
  • Greater transparency across hedge fund services, reducing client risk

Download and read the full case study

To read the full case study and customer story, with in-depth details about the challenge, transformation and results, submit the form below. You can also request further information by emailing contact@techstories.ai.

Download the Case Study – Business Automation for Fund Administration

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