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Case study: Scaling transfer agency through end-to-end platform transformation
Leading African bank with a large retail and institutional investor base requiring a high-volume migration
Large-scale transfer agency environments often face restricted data access, legacy constraints, and limited automation, making transformation complex
The client required a partner to manage a high-volume migration while maintaining continuity and improving efficiency
We delivered a fully managed, end-to-end transformation, embedding teams onsite and implementing an automation-led platform
The challenge
A large, complex investor base with significant transaction volumes
Limited support during offboarding from incumbent provider
Constrained operating model due to legacy processes
Requirement for full end-to-end migration ownership
The solution
Deployed onsite onboarding team to lead delivery
Designed a new, automation-led operating model
Integrated systems with client infrastructure and stakeholder systems
Standardised and migrated legacy data into a unified platform
Embedded delivery across all phases
The result
A modern, scalable transfer agency model with improved automation, accuracy, and operational control.
Seamless migration of 55,697 investors and 130 funds
~$5.6bn assets under administration ("AuA")
38,000,000 historical transactions migrated
Achieved 93% automation and 98% accuracy
Improved scalability and operational resilience
Enabled focus on strategic growth priorities
How can we help?
Deliver large-scale, end-to-end transfer agency migrations
Redesign operating models to increase automation and scalability
Integrate seamlessly with banking, custody, and stakeholder infrastructure
Strengthen operational control, accuracy, and reporting
Support ongoing transformation and long-term growth strategies
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.