As a consistent participant in Z/Yen’s Settlement and Custody Fees surveys, a US bank wished to tailor the results of the surveys to meet their specific needs. Particularly, they wanted to identify specific markets where they could significantly reduce their transaction and custody costs paid to agent banks.

An insurance company needed to evaluate and identify a targeted operating model based on other similar insurance carriers and broader industry benchmarks.

A personal and commercial lines carrier operating in the U.S. contracted Ward Group to perform a benchmarking analysis at the company and assist with an expense-reduction initiative spanning several years.