Managed Services

Streamline your operations for speed, scalability, and resilience

Financial institutions often struggle with complex systems and processes to meet regulatory demands, handle increasing data volumes, and navigate business intricacies.

Outdated legacy technology and manual processes add to their concerns, leading to worries about operational vulnerability and talent shortages. Finding a cost-effective and agile solution is now crucial.

Minimize risk, costs, and staffing requirements

Our flexible and scalable managed services optimise reconciliations, data aggregation, settlements, client fee billing, messaging, and payments, reducing risk and total ownership costs.

With our vast experience in investment operations, we act as an extension of your teams, creating agile processes for better outcomes, business growth, and immediate cost savings. We offer various deployment options ensuring peak performance 24/7 across your organisation.

Our consistent and centralised environment, managed by skilled experts, simplifies complexities, lowers expenses, and mitigates risks associated with managing multiple technologies and processes across departments and regions. You retain full control while redeploying teams for greater efficiency.

“Gresham's Managed Services positions us well for our future growth by providing the flexibility to handle only the part of the process we want outsourced and on a gradual basis, rather than take a bigger leap to full outsourcing through a big-bang approach which could potentially increase our operational risk.”

Andrew Weichert, Operations Manager, WCM Investment Management

$20Tn

In assets moved daily by our solutions

60%

Reduction in reconciliation time by Managed Services user

4500+

Unique data feeds aggregated

Managed Services gives you

Rapid scalability

Scale up or down easily and cost effectively without adding more staff, software or infrastructure.

Lower TCO

Start saving from day one with reduced infrastructure and staffing costs.

Increased productivity

Boost process efficiency and team productivity by starting each day 10 steps ahead in your process, while alleviating staff skill and retention challenges.

Operational excellence

Rely on our highly skilled operations and technology experts overseeing every aspect of your data, systems and infrastructure 24/7/365.

Full control

Maintain total control of your platforms, data, processes, and compliance and audit requirements.

Flexibility

Use our services whenever you want or need to, whether on a daily, monthly, quarterly, or other frequency basis.

Continuous process improvement

Improve straight-through-processing and respond rapidly and completely to incoming regulatory and audit requirements, as well as customer and third-party requests.

Team efficiency

Take the heavy lifting off your team, repurpose staff towards higher value tasks, retain top talent, and control overhead costs.

Reporting efficiency and transparency

Eliminate errors and manual reporting with complete data integrity and centralised, automated regulatory changes and reporting processes.

Rapid integration with operations ecosystem

Get production-ready in just days with fast, flexible implementation and integration.

Technology leadership and a pain-free partnership

High performance

Get exceptional throughput and performance as proven by some of the world’s most successful banks and investment managers.

Security and compliance

Gain confidence that your data and processes are protected within modern, secure cloud infrastructure.

Trusted partnership

Work with a proven partner that’s easy to work with and invested in your success. Guaranteed service levels and 24/7/365 availability.

Where to next?

Clareti Control

The single, go-to source for automating process and data validation, reconciliation and reporting

Clareti Connect

Dynamically optimise all your enterprise messaging and data connectivity

Clareti Data

Increase business value and operational efficiency with timely, high quality data

Related insights

How Managed Services helps asset managers streamline operations in challenging market environments

In the strains of operating remotely during an uncertain economic environment coupled with high market volatility and more stringent regulations, it becomes even more critical for investment operations managers to have automated and streamlined processes.

cloud-computing-concept-picture-id1220486971

It's time for banks to get their heads in the Cloud

Banks and financial institutions have been hesitant to adopt public cloud technology due to a fear of losing control. Neil Vernon, CTO at Gresham Technologies, analyses the psychological barriers facing financial services executives and how to overcome them.