Client Sectors
Our clients' success is our success
We always keep our ears close to the ground to listen to our customers, understand their requirements and strive to exceed them.
We always keep our ears close to the ground to listen to our customers, understand their requirements and strive to exceed them.
The global bank was navigating the complexities of its expansive operations across diverse jurisdictions and a multitude of financial products, leading to cumbersome processes for data aggregation, regulatory reporting, and compliance monitoring. To elevate its operational efficiency and mitigate risks, the bank embraced AGSD, an advanced automation platform. AGSD transformed the bank’s approach by consolidating legal entities, auto-filling regulatory forms, and swiftly flagging inconsistencies. This innovative solution significantly enhanced the bank’s risk management capabilities, paving the way for a more streamlined and effective operational framework.
AGSD transforms the global bank’s operations, including streamlined processes that reduce errors and proactive risk mitigation through real-time monitoring and exception reporting. It facilitates strategic decision-making with data-driven insights for informed risk management, all while supporting scalability for business growth without sacrificing risk controls. Overall, AGSD has saved the bank time and money, enhancing its assurance in compliance and improving its safeguard against reputational risk.
The asset manager aimed to enhance its regulatory compliance efficiency, and AGSD delivered a solution by automating processes and reducing dependence on in-house technology resources. With pre-defined rules, headroom notifications, and automatic disclosure form generation, the asset manager streamlined operations, allowing the company to concentrate on core business activities. AGSD enabled the asset manager to scale with a lean middle and back office, focusing on what truly matters—investment performance.
AGSD delivers a suite of benefits that empower the asset manager to seamlessly fulfill compliance obligations by addressing the intricate requirements of investment mandate and regulations. It fosters both scalability and efficiency, enabling robust growth while preserving a streamlined operational framework. Furthermore, AGSD enhances portfolio management by proactively identifying critical thresholds, thereby facilitating portfolio scenario analysis and ensuring optimal headroom availability for informed decision-making.
The insurance company faced significant challenges due to its reliance on a partially automated approach, hindering position tracking and timely compliance with regulatory updates. To streamline operations, they embraced an automated SaaS solution from Artius Global, featuring pre-configured regulatory rules and outsourced updates that alleviated the team’s burden of keeping up with regulatory updates. This innovative platform allowed for flexible rule interpretation with a comprehensive audit trail. Furthermore, Artius Global guided the client through the onboarding process, making it seamless. With robust 24/7 JIRA support, the organization successfully met compliance deadlines and improved overall efficiency.
AGSD and its embedded workflows significantly elevates compliance with regulatory requirements, effectively mitigating risks of disclosure obligations and safeguarding C-suite and senior executives from potential liabilities. It establishes robust governance through comprehensive audit trails, proactive alerts, and insightful management reports. Furthermore, this solution enhances productivity, empowering the team to address additional regulatory challenges while offering scalability to adapt seamlessly to business growth, ensuring continued compliance.
Simplifying compliance and boosting performance
The multi-strategy asset manager uses a diverse set of investment strategies—arbitrage, relative value, event-driven, and long/short—supported by dynamic risk capital allocation, resulting in a constantly evolving portfolio. While this flexibility allows the firm to seize short-term opportunities, it is challenging for position aggregation across multiple strategies and regions. Moreover, staying current with regulatory updates requires significant resources, heightening the risk of errors and potential penalties due to non-compliance. AGSD ensures a robust and error-resistant process through embedded controls and checks. It features seamless monitoring of positions across multiple funds and diverse regulatory jurisdictions, providing effective and timely oversight.
AGSD minimizes reputational and compliance risks by seamlessly monitoring and reporting across diverse strategies. It provides a robust, consistent process with an intuitive workflow, ensuring easy adoption and automated reporting across the firm and freeing up resources for core business activities. Cloud-based delivery, with vendor support, enhances efficiency and reduces operational complexity.
