Swiss Investment Platform Sets Up Finance Ops + Tech GCC in India

Client: WealthTech platform managing $1B+ in assets

Objective: Scale backend operations for reconciliation, fund flows, and investor dashboards

Challenges:

• Regulatory complexity in EU markets

• Delays in recon and reporting due to manual processes

Rekhaprocity Solution:

• Hired 80+ resources across Python, finance ops, SQL/data, and audit

• Built modules to automate reconciliation and regulatory report generation

• Set up dual team: Tech + financial analysts

Outcome:

• Reconciliation time dropped from 5 days to <1 day

• Built dashboards for 300+ institutional clients

• Saved $2.1M annually in operations

Evaluation:

• Pairing financial analysts with developers led to smarter automation

• GDPR compliance built from Day 1 ensured trust with EU clients

Contact: Shikha Dalmia | info@rekhaprocitylabs.com