Benefits of improved CSA process

Since no two firms requirements are exactly the same, MPI Europe have developed a toolkit approach with a mix of skills, experience and tools to address the multiple requirements and help you with your CSA implementation requirements. The toolkit includes a mix of templates processes, approaches and documents, delivering benefits such as:

Let you cope with growing CSA volume and complexity without adding costs

Replace error prone manual processes such as spreadsheet based reconciliations

Ensure you meet governance/regulatory requirements with confidence

We can help you in a range of ways from running a workshop to understand your CSA challenges at a high level through to implementing a complete solution with our alliance partners. For more details follow the link More >>

Global Broker case study

MPI Europe has been engaged by a global broker with offices in the US, Europe and Asia, to provide a solution for their combined unbundling, commission sharing and "softing" requirements. Our team has defined a full set of business requirements for the intended solution, as well as implementing immediate improvements in the current business process. As part of this exercise, we have been closely involved with a wide range of internal departments including front office, settlements, finance and legal/compliance and also with external discussions with other brokers, clients and fund managers. These business requirements have fed through a package selection into the full implementation and user acceptance testing which we also ran for the client prior to the system going live.

For more details contact us More >>