Case Studies

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Case Study: Partnership and Portfolio Accounting Software - Fund Administration

14th September 2017

Company: FundCount
FundCount's integrated portfolio and partnership accounting software brings speed, efficiency and enhanced reporting to Fund Associates. Download the case study to learn more. read more
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SBS: Delivering a Comprehensive AML Solution to a Securities Brokerage Client.

12th September 2017

Download the case study to learn more. read more
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Online to Offline Attribution: A case study

7th September 2017

Company: Fospha
As a business that still utilises offline engagement channels, our client relies heavily on their monthly direct mail letters to help them acquire more leads. It was therefore imperative that they gained visibility of their entire end-to-end customer journey, so that they could easily identify if direct mail performed well as a customer... read more
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Case Study: Partnership and Portfolio Accounting Software - Private Equity Firm

29th August 2017

Company: FundCount
A leading Singapore-based private equity firm turned to FundCount to eliminate its reliance on external fund administrators. FundCount's integrated partnership, portfolio and general ledger accounting software helped the firm reduce costs, improve accuracy and enhance operational efficiency. Download the case study to learn more. read more
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Case Study: Portfolio & Partnership Accounting Software - Multi-Family Office

23rd August 2017

Company: FundCount
FundCount's integrated portfolio, partnership and general ledger accounting software provides comprehensive accounting support and reporting for PKF O'Connor Davies' multi-family office and fund administration businesses. Download the case study to learn more. read more
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Data Consultancy Case Study - Risk Modelling for a Loan Firm

22nd August 2017

Company: Fospha
Our client, a leading loans company, was looking to improve the way their lending works and, in particular, to improve the way they assessed their credit risk. They additionally wanted to increase conversions on their forms, and understand at which points visitors were dropping out. Fospha's data consultancy team therefore created a bespoke model... read more
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Sanctions for Payments

16th August 2017

Bringing Transaction-Based List Management to the Next Level. read more
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An Internal KYC Shared Services Model For A Global Bank

14th August 2017

Company: Fenergo
Client Profile: Our client is a large financial institution headquartered in North America and provides a full range of products and services for large pools of investment assets and services clients in more than 100 markets. Client Requirement: In a recent regulatory order, the Bank was told to revamp its compliance programs after deficiencies... read more