Faster, more efficient business processes will ensure you can provide a world-class service to your clients. Our ML, AI and RPA technologies—like SyntBot automation toolsets—allow you to reengineer your processes to deliver growth. And we can support you with everything from client onboarding and asset servicing through to reconciliation thanks to our deep domain knowledge across the trade lifecycle.
Finding the right cash position for better investments
How Atos wealth management services support internal teams at this global U.S custodian
of payments per month
All OMP instructions for cash movements need to be checked by internal experts. However, these come in many forms—from wire to check to IBT. Authenticating and verifying these instructions is a time-consuming process and takes experts away from value-adding tasks.
We created a system of services to support the wealth management team. Including valuation, NAV and income posting as well as cash operation, cash authentication, and common trust fund services.
By bringing them together into a single system, the verification and authentication process is faster and more accurate. It now covers $35 billion of payments that are processed every month on behalf of 36 of the company’s clients.
Managing the end-to-end trade lifecycle on a massive scale
How Atos trade, asset, and fund services help this global U.S custodian handle huge volumes of trades every day
trade portfolios covered
The processes involved in executing trades are highly complex and often involve multiple systems. Information on trades must be accurate to maintain margins and to meet regulatory reporting obligations. This custodian had to ensure accuracy for over 100,000 trades every day.
To handle such a high volume and a huge turnover of trades, the custodian needed help across the entire trade lifecycle. We provided single-system support for everything from trade capture and enrichment through to exception management, confirmations, and settlements.
Our system performs all trade activities, including corporate actions like scrubbing and verification, as well as receivables, payables, and income processing. Covering 40,000 portfolios and 11,500 funds, the system prepares the income processing, NAV calculations, monthly proofs, and regulatory reports for 100,000 trades per day, worth an average $200 billion.