A large global custodian was exploring various avenues to enhance end-customer and regulator comfort by identifying a partner who can scale up to maximize the benefits of outsourcing and also ensure standardization, transformation without incurring large financial outlays. Download our Banking and Finance Services Industry case-study to learn how HCL’s unique partnership model brought scalability, standardization and transformation for a global custodian and delivered the client’s need for operational control and branding with minimal financial implications.

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Case Study
HCL's unique partnership model improved
productivity, scalability and reduced TCO for a
large global custodian

2. Business Problem
 A leading financial services provider offering a flexible suite of services that spans investment management, research
and trading, and investment servicing.
• Operational
control and
branding for the
end customers
Operational
Control
Scalable
Partner
• Partner for
growth and
standardize
processes
• Minimal
financial
involvement
Reduced TCO
Client’s Objectives
2 Copyright © 2014 HCL Technologies Limited | www.hcltech.com

3. Business Solution
• A true open-book partnership and complete transparency
• Support client's need for branding and control over operations
• IP protection and management commitment without sacrificing transformation potential
• Provides controls over the processes to the client, without having to worry about setup and staffing
• A scalable model for growth with service delivery and productivity improvements ownership with HCL
3 Copyright © 2014 HCL Technologies Limited | www.hcltech.com

4. Key Benefits
• Transforming & streamlining operations - improved productivity resulting in cost reduction
• Complete control over the process with zero set-up & staffing involvement
• Branding and control over operations
• Advantage of a captive but strength of a 90,000 strong organization
• Ability to attract and recruit talent with the HCL brand
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4 Copyright © 2014 HCL Technologies Limited | www.hcltech.com