A Global Tier 1 Investment Bank
The client faced a critical need for a seamless and efficient onboarding process to support its global trading activities, but its heavy reliance on a Time and Materials (T&M) model created persistent delays and operational inefficiencies.
To overcome these challenges and enable a more scalable approach, the organisation set a strategic objective to transition to a Cost-Per-File model that would broaden trade coverage across global markets and create a more predictable, outcome driven operating framework.
FinTrU collaborated with the client to design and implement a scalable operating model
Designed and implemented a tailored Cost-Per-File framework, aligning delivery outcomes with efficiency and cost transparency.
Introduced billback capabilities and detailed reporting to provide visibility into operational spend by business unit and jurisdiction.
Expanded operating hours to ensure coverage across multiple global time zones.
Developed automated dashboards for real-time insights, reducing manual intervention and strengthening governance.
The engagement consistently delivered high‑quality outcomes, establishing a reliable and efficient onboarding capability that supported critical downstream functions.
The engagement delivered consistently high performance, achieving 100% onboarding within a three day service level agreement while maintaining 95% accuracy across all files. This level of reliability created a strong foundation for downstream trading and compliance activities and reinforced confidence in the new operating approach.
Operational efficiency improved significantly through the adoption of OLA-driven models, which reduced costs and increased throughput across the onboarding lifecycle. These enhancements enabled greater agility for global trading and compliance operations, allowing the client to respond more effectively to market demands and regulatory expectations.
The partnership also established a scalable operating model that adapts to shifting demand cycles, ensuring long term resilience and cost optimisation. By delivering full spend transparency under the Cost-Per-File framework, the team reinforced joint accountability and created a more predictable, outcome focused environment for ongoing collaboration.
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