Case Studies

Financial Services projects that involve fixed income business systems analyst, implementation of new order management systems, and work with the Eagle portfolio accounting platform.

With the assistance of Verrazano’s domain experts our Customer delivered cost-effectively and timely post-trade solutions for its fixed income and also its asset servicing line of business, with the latter being responsible for processing STP-based outsourced operations for its investment management clients. This project involved a significant amount of business and domain knowledge for SWIFT, Omgeo, Fiserv’s STP TradeFlow application, and other areas.

Our fee billing SME’s also delivered Fiserv Advantage Fee platform across 4 global lines of business, saving our Customer a high seven-figure cost figure, eliminating revenue leakage.

Our provided industry domain and project management expertise regarding SWIFT and FX for this customer to assist this organization to create a new ISO standard to facilitate communication and transactions between its member banking firms, during this 3 year initiative that was recently successfully completed.

Currently, Verrazano is providing an advisory business analyst to assist this Tier 1 buy side firm with their highly strategic lifecycle of the asset in their equities line of business. This involves the Customer’s Investor Book Of Records (IBOR) and its impact on the firm’s trading, portfolio, and risk management operations.

Verrazano provides domain expertise for SWIFT, Omgeo, and various technologies including the Fiserv TradeFlow application to enable our Customer to deliver its post-trade platform.

Additionally, Verrazano provided Charles River Data (CRD) application and FIX experts, who played a key role in the delivery of Customer’s equities trading, portfolio management, and compliance customized CRD modules to support its domestic and global business operations.

Verrazano provided domain expertise involving SWIFT and custody operations expertise to assist the organization in various projects across the firm. As a certified Project Manager, the Verrazano domain expert was able to devise, manage, and facilitate delivery of the plan and overall project working hand-in-hand with the Customer project team relating to SWIFT processing.

For over 7 years, Verrazano has provided post-trade STP domain experts, who know SWIFT and the Fiserv TradeFlow application to enable automation to a variety of areas for the middle office trade processing. This project continues today and is expected to continue into next year.

Additionally, Verrazano provided domain experts with significant knowledge of the Fiserv Advantage Fee platform to enable the customer to deliver its fee billing automation requirements. This involved a significant amount of accounting domain knowledge as well.

Verrazano provided subject matter expertise in the LineData (LongView) LVTS OMS/compliance application to optimize the Customer’s compliance and IT staff’s efforts to deliver a platform that facilitated the firm’s ability to meet the daunting mandates for Dodd Frank. These services involved the compliance coding rules and implementation of hierarchical rules libraries within the LVTS environment.

We also played a strategic role in the development of front end applications for the wealth management line of business at the firm using the new Google Angular-JS scripting language.

Verrazano provided domain expertise to enable this Customer to meet their global payment system and its enterprise reconciliations requirements, which involved the SunGard intelliMATCH recon tool.

For over 3 years, Verrazano successfully advised and implemented automated reconciliations across various asset classes for both cash and securities, including derivatives processing. Verrazano’s domain knowledge was invaluable for this Customer because part of the recon automation involved SmartStream TLM and the remaining services involved the use of SunGard intelliMATCH recon tool.

Verrazano provided treasury management domain expertise that includes the implementation of client on-boarding via the TMS IT2 platform. A heavy use of SWIFT’s services were also involved in this engagement.