Case Studies
Case Study: Project Coordination BTI's client needed to roll out an employee stock purchase plan for a large global bank with over 60,000 employees located in over 50 countries within a 6-week timeframe. Key challenges included coordination with multiple legal jurisdictions, payroll points, and system platforms.
Case Study: Developing Training Guides In response to an audit, a group that administers deferred compensation plans within a global bank requested that BTI develop training guides. The client manages a portfolio of complex plans which may be modified on an annual basis and must comply with regulations in 50 jurisdictions.
Case Study: Risk Controls BTI’s client, a Fixed Income Trading and Sales Group of a global bank, requested that policies and procedures documentation be developed for each of the desks in order to facilitate regulatory examinations and to ensure that appropriate controls were functional. The client’s major objective in developing policies and procedures documentation was to satisfy regulatory requirements.
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