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| Financial Services Vertical |
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| Financial services companies operate in a market where the customer expectations are constantly going up. We partner with leading financial services companies to offer solutions that deliver sustainable value and transform the way companies conduct business. Our domain competencies are organized along the following business lines |
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- Trading
- Asset Management
- Wealth Management
- Data Management
& - Strategic and Operational Consulting for the above business lines
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Trading Competency
Mahindra Satyam has experience in building trading systems for leading brokerage firms, stock exchanges, investment banks and solution vendors. We have strong functional and technical expertise in building the entire ecosystem for the sell side to provide data & content management systems, multi-asset class trading and execution management systems, pricing, valuation, risk management and compliance.
Some of our solutions that can help the financial services industry are:
- Solutions for research and analytics
- Multi-asset class trading systems
- Multi-market clearing and settlement interfaces
- Managed services for managing trading infrastructure and exchange connectivity
Mahindra Satyam has built one of the largest trading system for the Wall Street, multi-asset trading systems for some of the largest banks in EU and Canada. Mahindra Satyam also manages the complete IT infrastructure for one of the largest financial services clients in APAC. |
Asset Management Competency
Mahindra Satyam has worked extensively in all the areas of the process chain for asset management firms across the front, middle and back office function encompassing consulting, solutions, product practices and operations. Following the Global financial meltdown, the Asset management Industry in general, has been adapting to the realities of a new world with greater importance being focused towards Operational Efficiency, Capital Optimization and Regulatory compliance issues to build a sustainable business model . Our focus also is on way forward roadmaps in the implementation of Cost management and optimization measures and extendibility to mobility solutions
Some of the solutions that can help the asset management firms are:
- Integrated IT and BPO solutions for Pension Fund administrators
- Managed services for asset management back office operations
- APRA regulatory compliance and reporting
- Streamlining transfer agency processes and controls
Our notable experiences encompass the ambit of the asset management servicing industry's ecosystem comprising of Custody and Clearing, Fund Administration and Accounting, Transfer Agency and Fiduciary Services |
Wealth Management competency
MSAT Wealth Management competency has experiences of all facets of wealth management business covering all major functions across the front, middle and back office including:
- Data Sources
- Client Acquisition
- Products
- Portfolio Construction
- Trading
- Settlement and Administration
- Performance and Risk Measurement
- Client Communication
- Regulatory compliance and reporting – Eg. FATCA
The competency is complemented by MSAT’s CRM, BPM, BI and document management groups to provide solutions to the clients across the world.
MSAT offers three kinds of services to wealth management firms
- custom solutions including consulting services,
- product services based around wealth management products and
- integrated solutions in wealth management
Mahindra Satyam was engaged to build an end-to-end portfolio management and performance measurement system by one of the largest financial services company. Mahindra Satyam also provides complete support and enhancements for financial planning platform for one of the largest financial services company. |
Data Management competency
It is widely acknowledged that the need for market data is rising year on year, with volumes sky rocketing and the data required becoming more complex with increasingly international and multiple asset-class investment strategies. Mahindra Satyam offerings help companies deal with the associated increase in capital costs and operating expenses.
- Market data cost rationalization
- Enterprise data management implementation
- Outsourcing of market data infrastructure
Mahindra Satyam has a multi-year partnership with a leading market data provider for product development and support. We have also done multiple implementations for enterprise data management platforms. |
Consulting
We provide strategic and operational consulting through our 100% owned subsidiary Citisoft. Citisoft, a wholly owned subsidiary of Mahindra Satyam, brings over twenty five years of proven capabilities and domain expertise in the asset and wealth sectors. Citisoft’s deep knowledge in every stage of the investment management process has helped our global clients achieve cost and process efficiencies in all areas of their business
- With a 25+ year history of delivering complete business solutions to the world’s premier asset management firms, and 80+ world-class industry professionals with an average of 15 years industry experience, Citisoft exists at the intersection of business, technology, and operations.
- We are also able to leverage on their large product implementation experiences in engaging with client for Vendor Product Analysis consulting engagements.
Our consulting arm, comes with rich domain expertise used in investment system evaluation and selection, operating model design, knowledge transfer and evaluation frameworks. The domain expertise effectively encompasses functional areas typical to an asset management corporate along with corporate risk management, due diligence, regulatory compliance and benchmarking. |
FATCA Readiness
Mahindra Satyam has invested in building up a FATCA COE. Key components of the COE include
- Dedicated FATCA SME
- Tools for FATCA Impact Analysis on Client On boarding Ecosystem
- Process Consulting ((Trained pool of business analysts ready for deployment)
- Data Analysis & Logical/ Physical data support
- UAT/ SWAT Testing
- Project/ Program Management templates
In addition, MSAT has invested along with Dion Global in building FATCA TRAC, a product designed to speed up the implementation of the changes for FATCA. FATCA TRAC is a one point solution for FATCA compliance and can be categorized into the following main blocks:
- Firm’s FATCA compliance checks;
- Client Data management & FATCA eligibility;
- Withholding Tax management;
- Reporting to the IRS, fiscal authorities clients and MIS;
Service layer to receive and send data to internal systems such as KYC or core processing |
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About
Us
