Case Study: International Financial Data Services achieves scalable, location-agnostic global servicing with SS&C Blue Prism Chorus

Strengthening a client’s global service proposition using Chorus

International Financial Data Services (IFDS), a leading provider of outsourced technology for asset managers, needed a scalable, compliant and audit-ready way to support product servicing and distribution across multiple jurisdictions. To improve straight‑through processing, workload control and resource planning, IFDS turned to SS&C Blue Prism’s Chorus for a paperless, seamless solution.

SS&C Blue Prism configured Chorus to enable a location‑agnostic operations model with real‑time document access for employees, specialist teams and clients, alongside a strategic CRM. The implementation auto‑routes workloads across local and international teams, shortens training by standardizing one system, and is simple to replicate—now supporting 3,500 live users across 10 locations worldwide, improving consistency of client experience and operational scale.

International Financial Data Services

Richard Barrett

Chief Operating Officer