This stockbroker‘s client base is mainly comprised of high net worth individuals whose trading position needs to be confirmed on a daily basis before subsequent trades take place. The existing means of communication and confirmation was manually based leading to delays and in some cases errors in the distribution of data.

Acuma developed a solution using its acusend™ technology which provided:

• an automated and personalised delivery of thousands of reports
• a secure, accurate and timely distribution of trading information
• an ability to compliment documentation delivery with additional relevant information

The resulting solution significantly increased customer satisfaction and quality of service.