“We were able to leverage Gresham’s Control to create an efficient account reconciliation method which produces timely reporting throughout the cycle. Additionally, the digitisation of the reconciliation process has significantly shortened our reconciliation timeline, tightened controls, and increased the productivity of reconcilers by allowing more time for exception resolution.”
“Through their collective knowledge of post-trade processing and working with so many custodians and other data suppliers in the industry, Gresham is clearly the expert when it comes to data and reconciliation workflows. Their understanding of our process, all the custodians we work with, and the data each provides, is a key advantage for us.”
Solving buy-side investment managers' corporate actions data challenge
For decades, there has been significant interest in automating corporate actions processing across the buy-side community. Meanwhile, the global pandemic’s impact on corporate actions has been significant as firms faced fluctuating timelines and high processing volumes amid cancelled dividends, shifted schedules, postponed mergers and acquisitions, and frequent trading halts and restrictions.
Is your firm's fee billing process damaging your client relationships?
While controlling the compliance risks associated with client fee billing is crucial, providing the best possible client experience is just as important. For investment managers, that means ensuring the highest levels of accuracy, consistency and transparency across the fee billing process – from fee calculations and invoicing, to client communications and reporting.