Client type
Large trustee
Key stakeholders
Analytics
Key stakeholders
Global
Project outline
- Our client was struggling with an outdated and inefficient legacy investor reporting solution that was unwieldly to use and expensive to maintain
- The goal was to provide a modern distribution platform that integrated deeply with the client’s core systems, intuitive and enjoyable to use
- Leveraging our domain expertise and technical excellence, StructureIt delivered a highly scalable solution that satisfied both the client and its customers needs
The Challenge
As a prominent corporate trust services provider, the client offers a comprehensive range of trustee and agency services. To stay ahead in an increasingly competitive market, they recognized the need to revamp their investor reporting portal.
The existing portal faced several key challenges, including:
- Cumbersome information and document management for interested and authorized parties
- Outdated user experience, hindering user engagement and satisfaction
- Costly maintenance and support due to outdated infrastructure
- Inaccurate data resulting from disconnected upstream and downstream systems
- Laborious user and data permissioning processes
- Manual handling of investor and NRSRO (Nationally Recognized Statistical Rating Organization) inquiries
To address these issues and cater to the growing demands from clients and asset classes, our client sought a strategic partner who could understand their business needs and meet the evolving technological requirements.
How StructureIt helped
Recognizing the importance of finding a reliable and capable partner, the client engaged StructureIt for the implementation of a bespoke StructureIt investor reporting product. With a focus on solving for the key challenges, the solution now delivers:
- the timely and appropriate distribution of investor reports to the right investors across all deal types
- an intuitive and data-driven user experience
- streamlined Q&A management to facilitate the efficient handling of questions and answers with appropriate permissioning controls
- a secure privacy model around reports, notices and other deal documents
- an API-first architecture to support efficient data exchange with clients
- MIS reporting around users, documents, and site activity
- simplified administration of users, deals, data, and documents, reducing administrative overhead
The Results
By offering a market-leading Investor Reporting portal, the client realized the following benefits:
- Cost savings: Automation and streamlined processes led to reduced manual work and administration related to the investor reporting portal
- Reduced operational risk: Improved MIS reporting around deals, documents, and activity minimized operational risks
- Digitization investment showcase: The enhanced portal serves as a powerful tool to attract potential clients and demonstrate the client’s commitment to digitization
Collaboration, on your terms
We collaborate with you to develop personalized software solutions that contribute to your business growth in the capital markets