Case Study: a large global fund services provider achieves faster regulatory reporting with AQMetrics

Global Fund Services Provider Selects AQMetrics for Risk and Regulatory Reporting

A large global fund services providing company, a subsidiary of the fifth largest commercial bank in the United States, needed to replace multiple incumbent regulatory reporting solutions and improve how it delivered reporting data to customers across a wide range of investment products. The company wanted a consolidated platform to support its global customer base and advance its technology strategy, and selected AQMetrics for risk and regulatory reporting.

AQMetrics implemented an on-demand, cloud-based platform for multi-jurisdictional risk and regulatory reporting with end-to-end automation and a golden source of data, plus a premium web-based workflow for customers. The solution aligned with the firm’s operating model and included dual approval steps and automated validation to help prevent filing issues. As a result, AQMetrics helped reduce filing time by more than 50% and streamlined processing significantly.