Client Background |
New Hire (On-Board) Processing
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- The client is brand new broker dealer, offering comprehensive services for domestic and cross-border equities fixed income, derivatives for its client.
- Its major services include Market Making, Trading and Clearing in Futures, FX, Fixed Income, IRS, Derivatives, and Equities
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Challenges |
- Streamline their existing SharePoint infrastructure to provide Operational efficiencies that support their planned growth.
- Re-Architect their SharePoint site structure
- Automate existing Business Process
- Institute Team Collaboration
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Solution |
Customer Benefits |
SIAL provided the following services:
- Automated following Business Processes using SharePoint workflow and SIAL Workflow templates
New Hire Request Workflow
Wire Payment Request Workflow
Fixed Income Attestation
IRS Attestation
- Line of Business Systems integration
- Re-branded and architected SharePoint site
- Implemented an intuitive and user friendly DMS (Document Management System)
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- Leverage existing infrastructure for automating Business Processes
- Fostering Team Collaboration
- Ensure compliance to Company Policies
- Clear accountability for & adherence to Business Processes
- Compliance to Govt. Agency regulations
- Low cost of ownership
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