A global Financial Services Company needed to track complex data points for upcoming audits. The project gained complexity with every step. Following Brightleaf’s proven process we delivered Benchmark and Strategy names, Index names, Index Fee Rate related information from their investment management agreements, investment advisory agreements, investment sub-advisory agreements, and, Portfolio agreements.
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A leading credit card company needed to find out what kind of rights and obligations it held to its clients as well as what its clients could solicit from them. This was crucial as the legacy agreements had piled up, and not all of them were standard. Brightleaf delivered them information related to Company’s right
Financial services 01 Read More »
A fortune 500 global Financial services company’s data volumes grew in large amounts. They were looking to track business-critical data from their legacy contracts. Brightleaf extracted key information such as contract auto-renewal, term, and termination, notification period, etc. from their legacy contracts which resulted in better report quality and optimized operations.
