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Copyright © 2014 HCL Technologies Limited | www.hcltech.com 
Case Study 
HCL's unique partnership model improved 
productivity, scalability and reduced TCO for a 
large global custodian
Business Problem 
 A leading financial services provider offering a flexible suite of services that spans investment management, research 
and trading, and investment servicing. 
• Operational 
control and 
branding for the 
end customers 
Operational 
Control 
Scalable 
Partner 
• Partner for 
growth and 
standardize 
processes 
• Minimal 
financial 
involvement 
Reduced TCO 
Client’s Objectives 
2 Copyright © 2014 HCL Technologies Limited | www.hcltech.com
Business Solution 
• A true open-book partnership and complete transparency 
• Support client's need for branding and control over operations 
• IP protection and management commitment without sacrificing transformation potential 
• Provides controls over the processes to the client, without having to worry about setup and staffing 
• A scalable model for growth with service delivery and productivity improvements ownership with HCL 
3 Copyright © 2014 HCL Technologies Limited | www.hcltech.com
Key Benefits 
• Transforming & streamlining operations - improved productivity resulting in cost reduction 
• Complete control over the process with zero set-up & staffing involvement 
• Branding and control over operations 
• Advantage of a captive but strength of a 90,000 strong organization 
• Ability to attract and recruit talent with the HCL brand 
CLICK TO DOWNLOAD CASE STUDY 
4 Copyright © 2014 HCL Technologies Limited | www.hcltech.com
Improved productivity, scalability and reduced TCO for a large Global Custodian

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Improved productivity, scalability and reduced TCO for a large Global Custodian

  • 1. Copyright © 2014 HCL Technologies Limited | www.hcltech.com Case Study HCL's unique partnership model improved productivity, scalability and reduced TCO for a large global custodian
  • 2. Business Problem  A leading financial services provider offering a flexible suite of services that spans investment management, research and trading, and investment servicing. • Operational control and branding for the end customers Operational Control Scalable Partner • Partner for growth and standardize processes • Minimal financial involvement Reduced TCO Client’s Objectives 2 Copyright © 2014 HCL Technologies Limited | www.hcltech.com
  • 3. Business Solution • A true open-book partnership and complete transparency • Support client's need for branding and control over operations • IP protection and management commitment without sacrificing transformation potential • Provides controls over the processes to the client, without having to worry about setup and staffing • A scalable model for growth with service delivery and productivity improvements ownership with HCL 3 Copyright © 2014 HCL Technologies Limited | www.hcltech.com
  • 4. Key Benefits • Transforming & streamlining operations - improved productivity resulting in cost reduction • Complete control over the process with zero set-up & staffing involvement • Branding and control over operations • Advantage of a captive but strength of a 90,000 strong organization • Ability to attract and recruit talent with the HCL brand CLICK TO DOWNLOAD CASE STUDY 4 Copyright © 2014 HCL Technologies Limited | www.hcltech.com