Case Study: a trillion-dollar investment management firm achieves centralized global fund operations with HighGear

Streamlining Global Investment Operations with No-Code Workflow Automation

A trillion-dollar investment management firm faced a significant challenge after consolidating three fund services groups into a single shared services team. They needed to standardize 1,500 repeatable tasks and merge disparate legacy systems from these business lines to gain cohesive oversight and meet stringent compliance requirements. They turned to HighGear to implement its no-code workflow automation platform.

The HighGear solution empowered non-technical administrators to design custom workflows without IT support, replacing spreadsheets and emails. This provided the firm with real-time visibility and reporting, slashing the time to generate monthly management reports from a potential month down to just five minutes. The platform also delivered a non-repudiable audit trail for compliance. HighGear enabled the firm to optimize operations, mitigate risk, and achieve better scale through centralization and automation.