AIM Software
15 Case Studies
A AIM Software Case Study
Global Custody Industry, a top‑10 global custodian with USD 3 trillion in client assets under administration, needed to modernize a legacy bespoke security master to support growth, operational agility and tighter control of data usage and costs for its global custody and fund administration businesses. After a competitive selection process the firm chose AIM Software and its GAIN Security Master to address these challenges.
AIM Software implemented GAIN Security Master to automate 300+ instrument setup operations daily across three 24/7 teams in North America, Europe and Asia‑Pacific, creating golden‑copies from multiple vendors (including Bloomberg and SIX) and using intelligent data sourcing to reduce vendor requests and multi‑hits. The solution enforces data quality rules, prioritizes exceptions, and lets business users manage mappings, derivations and dashboards without IT — yielding lower data vendor and operational costs, faster onboarding and consistent, high‑quality reference data across 18 locations.
Global Custody Industry