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CASE STUDY - Cylsys implements a robust Digital Transaction System (DTS) for a major AMC House

Cylsys developed a Digital Transaction System (DTS) for a AMC House which resulted in 100 % automation of transaction confirmation which needed zero manual intervention. A centralized platform for all credit, inflow and transaction reports.

Client Overview

The client, a leading mutual fund institution, manages high-volume daily transactions involving investors, brokers, banks, and distributors. Manual tracking of transaction confirmations and credits before the daily 3 PM cutoff was resulting in delays, errors, and operational overhead.

The Challenge

Daily reconciliation of transaction data was being handled manually — from downloading bank statements to confirming credits via email/fax. This posed risks of delays, missed cutoffs, and compliance issues.

Key Challenges

    • Automate and streamline daily transaction tracking
    • India (multi-bank transaction mapping)
    • Daily by 3 PM cutoff
    • Dozens of stakeholders, thousands of daily transactions

Our Solution

Cylsys implemented a robust Digital Transaction System (DTS) under its AMC & Product Ops service umbrella.

Dual-Team Strategy
    Product Design Team (4 Analysts):
    • Mapped entire manual transaction lifecycle
    • Identified pain points in credit confirmation process
    • Designed workflow-based automation logic
    Development & Maintenance Team (6 Engineers):
    • Built and deployed DTS as a daily utility
    • Enabled timestamping for email and fax-based confirmations
    • Integrated reporting engine for inflow/outflow tracking

Process Efficiency

    • Automated bank statement downloads across multiple accounts
    • Reduced manual errors in transaction tracking
    • Generated reports with real-time data insights

Project Timeline at a Glance

Phase
  • Planning
  • Team Setup
  • Execution Rollout
  • Real-Time Tracking
  • Goal Achieved
Highlights
  • Deep-dive into manual transaction workflows 
  • Functional analysts and dev team onboarded
  • DTS designed, developed, and integrated
  • Daily ops monitored via automation logs
  • Seamless, real-time transaction confirmation & reporting

About Cylsys AMC Services

Cylsys builds secure, high-efficiency solutions tailored to the needs of asset management companies — from compliance automation to operational digitization.

    What We Offer
    • Regulatory & Operations Workflow Automation
    • Daily Transaction and NAV Support Tools  
    • Claim, Reimbursement & Reporting Portals
    • Integration with Financial Gateways & Email Triggers
    • Audit-Ready Systems with Role-Based Access

Want Results Like This? 

Whether it's automating complex workflows or managing mission-critical AMC systems, Cylsys delivers stability, speed, and peace of mind.

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