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Innovative Service Provider delivers Cutting Edge Customization for Institutional Investor

Read how our global asset servicing client was able to seize an opportunity to gain substantial competitor advantage in utilizing technology to administer an exceedingly complex and time sensitive Defined Contribution (DC) plan for its new Plan Sponsor client.
6 November 2018

Listed on the NYSE, our client is an asset servicing company that operates globally and is focused on working in a highly innovative way and utilizing technology to add value for their clients.

An example of this was their recent work with one of their new clients. Their client was the plan sponsor of a Defined Contribution (DC) Plan in the process of implementing a unique array of investment options, which included a specially-blended, complex ‘white label’ option.

Download Case Study | Innovative Service Provider delivers Cutting Edge Customization
( .pdf 279.11 KB)
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