List of IFDS Professional Services Customers
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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 2298 employees and revenues of $2.50 billion, Cofunds, a United Kingdom based Banking and Financial Services organisation with 480 employees and revenues of $163.7 million, 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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Cofunds | Banking and Financial Services | 480 | $164M | United Kingdom | IFDS | IFDS Professional Services | Professional Services | 2011 | n/a |
In 2011, Cofunds implemented IFDS Professional Services to support investor servicing and fund administration functions. The deployment aligned with the Professional Services category and centralized investor servicing, transfer agency, and recordkeeping responsibilities with IFDS U.K.
SEC filings and IFDS disclosures identify Cofunds as a major remote unitholder client of IFDS U.K., which supports the interpretation that IFDS Professional Services was configured to provide investor servicing, transfer agency, and investor recordkeeping modules. The implementation emphasized operational processing for remote unitholder relationships and investor account maintenance, reflecting standard Professional Services functional workflows for service providers handling unit holder servicing.
Operational scope was focused on UK investor servicing and fund administration activities, with IFDS U.K. assuming custody of investor records and transfer agency process flows for Cofunds. The configuration likely included centralization of investor data, transaction posting, certification of ownership records, and dividends and distributions bookkeeping under IFDS operational controls, consistent with the Professional Services application profile.
Governance was structured around a service provider model, with IFDS U.K. operating the core investor servicing and recordkeeping processes and Cofunds retaining oversight of contractual and compliance obligations. SEC disclosures served as the primary source signal for the vendor relationship and the scope of investor servicing and recordkeeping responsibilities delivered by IFDS Professional Services.
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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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Banking and Financial Services | 2298 | $2.5B | United Kingdom | IFDS | IFDS Professional Services | Professional Services | 2013 | n/a |
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