Our Clients

EZOPS ARO™ drives transformative
efficiency gains across the entire financial sector.

Capital Markets

Asset Management
Broker Dealers
Asset Servicers
Custodians
Corporate Finance
Fund Admin

Banking

Consumer Banking
Commercial Banking
Small Business Banking
Consumer lending
Credit Card Services
Mortgages

Insurance

Investment Operations
Accounting

Corporate Treasury

Finance / Accounting
Trade Management

Capital Markets
Asset Management
Broker Dealers
Asset Servicers
Custodians
Corporate Finance
Fund Admin
Banking
Consumer Banking
Commercial Banking
Small Business Banking
Consumer lending
Credit Card Services
Mortgages
Across Multiple Functions
Front, Middle and Back Office
Fund Accounting
Accounting
Risk, Compliance, and Reg Reporting
Recon Center of Excellence
Finance

Purpose-built in collaboration with financial firms—EZOPS ARO™ solves real problems resulting in lasting productivity gains and risk reduction.

 
Data Transformation

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.

 
Data Reconciliation

Migrating 20+ 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™.

 
Machine Learning

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.

 
Regulatory and Compliance

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.

 
Automation

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.

 
Reporting

Enabled users at multiple global financial institutions to self-configure reports and dashboards for internal and client reporting.

Resources

Marketing Collateral
Hidden Risk of Spreadsheet Workarounds
Spreadsheet workarounds and manual processes hide risk at a tremendous cost and are unsustainable in the digital battleground. Data quality challenges resulting in manual workarounds impedes growth for banks. The path to terminating consent orders and driving operational alpha and profits lies in intelligent automation.
Blog
Improving Machine-Learning Transparency with Model Cards
Model Cards are an essential component in the adoption of A.I.—facilitating the risk and compliance assessment and the reproducibility across the enterprise.
Blog
Solving Bitbucket CI/CD Pipeline Security and Scaling Challenges
Leveraging AWS DevOps tools to automate our CI/CD pipeline to securely and consistently deliver enterprise-scale software solutions to clients.