Service Offerings |
| Patni offers its clients strategic service components. |
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Portfolio Accounting and Reporting
Patni can design and implement customized reports for portfolio accounting and attribution, based on the use of off-the-shelf or custom software. We support money managers,
institutional investors and hedge funds.
We provide integration and data mining services for customers looking to add new applications to existing databases so that data can be easily extracted and custom reports created. |
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Legacy System Maintenance/Re-engineering
As systems mature, improving business processes and keeping abreast of advances in technology becomes critical for FS companies. Planning the transition and maintenance of legacy systems needs to be orchestrated carefully to guarantee non-stop operational support to business users, partners and customers.
Patni has well-defined methodologies to undertake maintenance and production support of these systems. We work with bankers and credit card processors to maintain their entire suite of legacy applications from application processing to customer retention programs. |
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Performance Analytics and Management
Our analytic expertise is used by firms in the equities and fixed income securities markets to align, adjust and balance the applications used for risk management and portfolio optimization. Automated analytics enable our customers to easily support heavy transaction flows, while reducing operational expenses.
We automate many of the manual tasks senior managers and staff need to execute, while managing all aspects of an investment portfolio such as reconciliation of client holdings, filtering securities and executing trades. |
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Business Systems Management
We build centralized order management and trade execution systems enabling traders to more efficiently and securely manage a high number of rolls across hundreds of accounts. Patni solutions include electronic connectivity to brokers and exchanges, allowing traders to execute futures trades on most exchanges from regional desks using complex FIX gateways and enabling spreads to be traded electronically. We also use methodologies such as Six Sigma to help our customers dramatically improve the delivery of their service offerings to their clients. |
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IT Consulting
Patni offers specific services in enterprise architecture assessment, analysis and design which enables clients to define, change and evolve their IT architecture according to their business needs. We work with our clients to understand the money management strategies employed and develop a solution to meet the portfolio accounting, performance measurement and trading demands they require. |
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Business Process Outsourcing
We offer a complete suite of back office services, from simple data entry and rules-based forms processing to complex accounting and transaction processing for Accounts Payable, Accounts Receivable, Defined Contribution, General Ledger, Travel & Expenses, Invoicing, Payment Processing and Customer Correspondence. Our solutions can be configured on a turnkey basis to enable clients outsource complete business processes; discrete co-sourcing solutions to enable clients outsource specific and limited functions, or, as offshore/onshore/onsite service delivery models.
Patni’s solutions offer seamless integration between onshore and offshore BPO operations, allowing back office transactions and activities to be initiated in the US, and ultimately processed offshore. Our infrastructure includes complete mailroom and imaging centers in both the US and UK.
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Application Development/System Integration
We can tailor off-the-shelf application packages to meet specific business needs adding functionality that can capture specialized asset classes, trading styles or required reporting needs while integrating them with existing systems.
With our knowledge of products such as Scorex, GXS and EZLink combined with our expertise in mainframe, Oracle, and EDI applications, we help major credit line providers to build new retail on-line services, to facilitate transaction processing, to support account reconciliation and to merge the operations of other credit line providers. |
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Infrastructure Management Services
Our service offerings combine professional consulting services with globally distributed Network Operations Centers (NOCs) to deliver fully automated, remote, 24x7 operational management of an IT Infrastructure. Patni’s service portfolio covers strategy, provisioning, management and governance, providing detailed historical and real-time reports and proactive monitoring of applications, networks, databases and servers, Our combination of a technology-based approach with a global delivery model enables faster service delivery, better response times and improved uptime at a lower cost. |
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| Patni’s BPO capability is well integrated with our IT services: |
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