60,000
accounts seamlessly migrated
£1.45 bn
Assets Under Managemenr (AUM)
14,000
live customer accounts
The opportunity
The portfolio had 60,000 accounts, with 14,000 live accounts totalling £1.45 billion in Assets under Management.
The client required a fully regulatory-compliant platform flexible for future changes.
We ensured a seamless transition with minimal customer disruption,providing end-to-end service across primary servicing and arrears management, comprehensive reporting, and a fully hosted and managed platform solution.
Customer centric solution
An experienced data migration team managed the portfolio transition to our platform using a standard process to mitigate risk
Dedicated servicing was established at our Newport site, with arrears servicing at Chester
A reverse-engineered data warehouse solution allowed the client to receive nightly feeds from our systems for group and regulatory reporting.
