Case Study: MMC achieves 98% reduction in monthly trade rebalancing time with SS&C Blue Prism

MMC Reduce Time to Process Monthly Rebalance of Trades by 98% with Intelligent Automation

MMC, New Zealand’s leading provider of investment administration services administering over NZD$100 billion, faced a surge in transaction volumes after launching a new monthly fund “switch” rebalancing service. The process generated 160–600 trades that had to be manually settled—taking up to six hours at month‑end, creating overtime, late nights and error‑prone work. To fix this, MMC engaged SS&C Blue Prism to apply intelligent automation using Blue Prism digital workers.

SS&C Blue Prism deployed digital workers to manage trade settlement, cutting processing time from six hours to under five minutes, delivering 100% accuracy and completely removing manual keying errors and related operational risk. The automation reduced time to process daily trades by 85%, easily scales to peaks of 600+ trades, eliminated overtime and improved both client service and employee satisfaction.

MMC

Alex Balle

Transfers and Trading Manager, Wealth Operations