Customer Stories

Explore how banks, capital markets firms, investment managers, and corporates
use Gresham's solutions and services to achieve key business outcomes

Delivering digital integrity, agility and confidence to more than 270 customers across 30 countries

WCM Investment Management uses Gresham's Managed Services to aggregate data from more than 55 custodians and support key parts of its reconciliation process. Discover how it cut reconciliation time by 60% amid major AUM growth


Tier 1 Asset Manager

This asset manager uses Control to tackle its growing, complex alternative assets. Supporting as many as 12+ million records per month, Control enables the firm to see the results of reconciliations fast, without breaking data into multiple segments.

Global Fintech

A major fintech company used Connect to convert incoming messages to ISO 20022-readable formats and eliminate the burden of making updates to incorporate changes to standards.

Global Hedge Fund

A global hedge fund with more than US$50 billion AUM uses Control to reconcile high-volume stock transactions, positions, cash and dividends as part of its sophisticated capital and trading operations framework.


Established retail bank Santander UK leverages Control to support innovative customer propositions and gain front to back-office efficiencies.

Major Investment Bank

Major investment bank streamlines cash and collateral reporting, increases efficiency and visibility of reconciliation with Control.

Global Tier 1 Bank

Global, tier 1 bank tackles its data quality and control issues with Control, saving £3 million a year in operational costs.

Capital Markets Firm

Complex OTC derivatives business replaces error-prone spreadsheets and slow onboarding with Control, delivering greater control, speed and efficiency.


A multi-national drilling contractor with operations across the globe, Seadrill uses Connect's fully managed service offering for fast, easy connectivity to multiple banks. 

Fixed Income Broker-Dealer

Broker-dealer reduces late TRACE reporting by 86%  through visibility of source and reported data plus real-time matching, with Connect.

Chandler Asset Management

Fixed income investment manager Chandler Asset Management increases client fee billing efficiencies, scales billing operations to exponential asset growth, and reduces risk with Control.

U.S. Investment Manager

A U.S. investment management firm uses Control and Data Services to streamline reconciliation and exception management, and quickly resolve the underlying causes of exceptions.

Brinks logo-1

Brink's Solutions Nederland is enhancing digital, cross-border payments across 40+ countries, delivering automation and control to a cash-centric business using Gresham’s Connect and Control solutions

Awards & Recognition

FTF 2021-1 Best reconciliation solution, 2021
TT Awards logo Best trade reporting solution, 2021
ftf 2020-1 Best reconciliation solution, 2020
Gresham-Awards-LogosBuy-Side-Technology-2020-1 Best buy-side reconciliation platform/service, 2020
WATERS TECH ELECTRA-1 Best outsourcing services provider, 2018

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Related Insights


Video case study: See how one of the world's largest alternative asset managers tackled its reconciliation problem

Watch the video case study to discover how one of the world's largest alternative asset managers went from being at breaking point with its legacy reconciliation platform to having total confidence in its controls

KPMG and Gresham Technologies: Using AI to reconcile data for audit evidence

Brian Foster, Audit Partner - Technology Business Office Lead, KPMG U.S., recently shared this article on KPMG's News and Perspectives site.  Brian describes how KPMG will be deploying Gresham's Clareti Control solution to digitize its key audit activities.