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.

Background

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.

Challenge

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.

Solution

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.

Benefits

• 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