Asset Management
Broker Dealers
Asset Servicers
Custodians
Corporate Finance
Fund Admin
Consumer Banking
Commercial Banking
Small Business Banking
Consumer lending
Credit Card Services
Mortgages
Investment Operations
Accounting
Finance / Accounting
Trade Management
Automated data transformation involving complex logic for a top tier bank's accounting platform.
Transformed data for 300+ broker files for a large asset servicing provider.
Migrating in-house and vendor reconciliation platforms for a global bank onto EZOPS’ platform.
Simplified complex asset reconciliation for a top asset servicer.
Accelerated on-boarding of new accounts at a large global bank by reverse engineering matching rules from a 3rd party legacy recon system.
Migrated spreadsheet-based recons at a leading bank onto EZOPS ARO™.
Applied machine learning to save time otherwise wasted manually researching the root cause of bad data for credit card transactions at a large credit card issuer.
Empowered data scientists at a large bank to systematically manage and add models enabling comprehensive model governance including model explainability and auditability.
Infused machine learning with IPA at a large mortgage underwriter to expedite remediation of data quality
Applied machine learning with IPA at a large asset servicer to remediate data across multiple internal systems.
Enabled a large bank to track conformance for EBC rules by tracking real-time messages from trading systems to check for documentation prior to trading with new counterparties.
Automated a large bank's data submission to CFTC, FINRA, NFA, FCA, and ESMA and tracked SLA violations for Part-43 (RT, PET), Part-45 (confirm) submissions.
Identified root causes for mis-, under-, and over-reported trades enabling a top financial institution to meet regulatory compliance mandates.
Facilitated real-time CFTC dashboards for a global bank.
Automated manual process to fix bad data for an asset servicing firm, facilitating accurate NAV reporting.
Automated a global fund administrator’s manual accounting processes via a user-configurable workflow.
Automated transformation and normalization of a global bank’s spreadsheet data.
Automated the rule creation for trade eligibility for a large custody bank’s regulatory reporting (MiFID II, EMIR, CFTC).
Automated resolution of bad data for the largest U.S.-based mortgage issuer.
Automated posting of journal entries in accounting systems to remediate exceptions for an asset servicing firm.
Automated 500 spreadsheet-based processes across a global bank’s multiple business divisions.
Automated resolution of bad data for a credit card processor, leveraging EZOPS' process automation capability.
Automated hedging of FX exposure for a broker dealer by transforming data and creating reports that included information from its Market Risk, Finance, Equity, and Macro trading desks.
Enabled users at multiple global financial institutions to self-configure reports and dashboards for internal and client reporting.
