Case Study: World-Leading Global Investment Bank and Financial Services Company achieves secure, standardized, cost-saving parcel shipping with QAD Precision (QAD)

World-Leading Global Investment Bank and Financial Services Company - Customer Case Study

QAD Precision’s customer is a world-leading global investment bank headquartered in New York with offices across every region. The bank needed an enterprise-wide solution to standardize parcel shipping for client, inter-office and inter-campus deliveries, consolidate mail-room outbound shipments, and—critically—provide desk-to-desk chain-of-custody records and mandatory compliance checks so no parcel could leave a location without the proper approvals. It also required exception alerts for delays and a solution that worked in multiple languages and currencies with global carrier coverage.

The bank deployed QAD Precision’s integrated suite—Desktop Shipping, Transportation Execution, Delivery Exception Management, Global Trade Management and Trade Compliance—across 132 sites in 35 countries. The platform automated documentation and compliance, enabled consolidation and zone-skipping to reduce transport costs, and provided a centralized portal with end-to-end visibility, exception alerts and audit-ready records; results included standardized global shipping processes, improved customer service, full chain-of-custody control and stronger compliance risk mitigation.