List of IFDS Professional Services Customers
Toronto, M5C 3G9, ON,
Canada
Since 2010, our global team of researchers has been studying IFDS Professional Services customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased IFDS Professional Services for Professional Services from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using IFDS Professional Services for Professional Services include: Old Mutual Wealth, a United Kingdom based Banking and Financial Services organisation with 56812 employees and revenues of $22.50 billion, St. James's Place, a United Kingdom based Banking and Financial Services organisation with 2859 employees and revenues of $3.00 billion, General Bank Of Canada, a Canada based Banking and Financial Services organisation with 130 employees and revenues of $16.0 million and many others.
Contact us if you need a completed and verified list of companies using IFDS Professional Services, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The IFDS Professional Services customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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General Bank Of Canada | Banking and Financial Services | 130 | $16M | Canada | IFDS | IFDS Professional Services | Professional Services | 2021 | n/a |
In 2021 General Bank Of Canada implemented IFDS Professional Services to support the launch of its High Interest Savings Account HISA. In November 2021 IFDS Canada launched a full range of service solutions and was appointed as the primary transfer agency and technology solutions provider for the new HISA. The engagement centers on IFDS Professional Services delivering a fully integrated platform for deposit servicing, account administration and regulatory support including CDIC insurance handling up to applicable limits.
Deployment focuses on transfer agency operations, account opening and transaction processing, reconciliations and reporting, and customer account servicing, consistent with Professional Services capabilities for savings products. The implementation spans product, deposit operations and client servicing functions within General Bank Of Canada and establishes IFDS as the operational service layer for the HISA offering. Governance arrangements emphasize outsourced service provisioning and operational oversight by IFDS while enabling General Bank Of Canada to extend retail savings distribution and operational workflows through the IFDS Professional Services platform.
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Old Mutual Wealth | Banking and Financial Services | 56812 | $22.5B | United Kingdom | IFDS | IFDS Professional Services | Professional Services | 2013 | n/a |
In 2013, Old Mutual Wealth engaged IFDS Professional Services under a multi year outsourcing agreement to build new platform capabilities and migrate elements of its UK platform administration to IFDS. The IFDS Professional Services engagement is categorized as Professional Services and positioned IFDS as a core provider for platform and administration services on the Old Mutual Wealth UK platform.
Implementation focused on platform migration, transfer agency and administration services, with configuration and operational control centralized within the IFDS operational environment in the United Kingdom. The scope covered platform administration, transfer agency operations, fund processing and client servicing functions, and involved orchestration of system interfaces and data handover consistent with Professional Services delivery for financial services platforms.
Programme governance was structured as a multi year programme with long term outsourcing terms, phased transition and service level oversight, and defined transformation costs recorded during the migration and onboarding phases. Operational rollout emphasized phased cutovers, service management handoffs and integration of administration workflows into IFDS runbooks and operational procedures.
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St. James's Place | Banking and Financial Services | 2859 | $3.0B | United Kingdom | IFDS | IFDS Professional Services | Professional Services | 2013 | n/a |
In 2013 St. James's Place engaged IFDS Professional Services to consolidate its UK administration under the Professional Services category, centralizing administration across protection, investments, pensions and collectives. The agreement positioned IFDS Professional Services as the primary provider of fund and platform administration for the firm in the United Kingdom.
IFDS Professional Services was implemented to provide transfer agency and fund administration capabilities, including standard transfer-agency workflows, unit-holder servicing, transaction processing, reconciliation, corporate actions handling and regulatory reporting. Configuration work focused on instrument-level fund administration and platform administration orchestration to support pooled and platform-managed investment products.
Operational coverage was the United Kingdom, impacting frontline operations, fund administration teams, client servicing and platform management for St. James's Place. Governance shifted toward centralized administration and standardized processing under IFDS Professional Services, with process consolidation across the affected business functions to unify fund and platform administration practices.
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