Client Overview:
A leading U.S. Mutual Fund company engaged Enosys to develop a target straight-through-processing (STP) technology infrastructure strategy. The client needed expert assessment and recommendations to rationalize and modernize its technology stack across order management, trade processing, corporate actions, and reconciliation functions.
The Enosys Solution:
Enosys provided a team of Technology Strategists, Business Analysts, and Subject Matter Experts. The team assessed the client’s current-state technology environment, identified leading solutions, and delivered a comprehensive STP strategy and implementation roadmap.
The team focused on:
Enosys evaluated the client’s existing technology landscape and developed a target STP infrastructure strategy — identifying leading solutions and making actionable recommendations for implementation and rationalization across all in-scope functions.
Result: Delivered a clear, actionable STP strategy aligned to the client’s operational and technology objectives.
Enosys assessed the client’s order management capabilities and identified technology solutions to improve trade lifecycle efficiency — evaluating OMS platforms and middleware options to support seamless front-to-back processing.
Result: Provided targeted OMS recommendations to streamline order flow and reduce manual intervention across the trade lifecycle.
Enosys reviewed the client’s corporate actions processing environment and identified system and workflow improvements to reduce operational risk and improve event capture, validation, and allocation accuracy.
Result: Delivered recommendations to modernize corporate actions processing and reduce downstream reconciliation breaks.
Enosys assessed the client’s reconciliation framework and recommended tools and process improvements to strengthen controls, reduce breaks, and improve exception management across positions, transactions, and cash.
Result: Provided a reconciliation improvement roadmap that addressed key operational risk and data integrity gaps.
Conclusion
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