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Case Study

Strengthening a Client’s Global Service Proposition Using Chorus

Easy to scale
Flexible service model
Shorter training times
"“Chorus gives us the flexibility and control we need to effectively manage workloads across all of our office locations. Using a single solution means we can on-board and train new employees much quicker and allows for work to be distributed to skilled associates as business volumes dictate.”"
Richard Barrett COO, IFDS Funds

As asset managers look to expand their financial services businesses internationally, it was important for our client to have the ability to support product servicing and distribution across different jurisdictions. Chorus provided a paperless and seamless solution.


International Financial Data Services (IFDS) is a leading provider of outsourced technology. They focus delivery of a world-class customer experience to investors, intermediaries and distributors on behalf of their asset management clients.


IFDS’ service proposition is global. A scalable, compliant, audit-ready solution was a key priority. IFDS sought to improve its capability to automate and execute straight-through-processing, as well as improve control over workload and resource planning.


Chorus was configured to support a location-agnostic operations model. Employees, specialist teams, and clients have real-time access to all necessary documentation. This was coupled with a strategic CRM tool. The client now has 3,500 live users onboard at 10 locations worldwide.


  • Flexible service model: workloads auto-routed across local and international teams
  • Access to scale: replicating the system in a new location is simple
  • Consistency in CX: unified processes result in a better end-client experience
  • Shorter training times: new hires only need to learn one system

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