The project identified differences in Client Service between the New York and London branches of Morgan Stanley Prime Brokerage. The team analyzed Corporate Actions, Cash Journal Entry, and Backup Notes between these branches using process flows and fishbone diagrams. With the use of a scorecard, the group benchmarked New York and London's processes against each other to determine if either were a best practice. Finally, the students formulated recommendations to improve quality and reduce risk within these processes.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Paez, Esteban Ramiro
• Podmostka, Alan P.
• Olloqui, Fernando Miguel

Publisher

• Worcester Polytechnic Institute

Identifier

• E-project-121206-184623

Advisor

• Ciaraldi, Michael J.
• Gerstenfeld, Arthur

Year

• 2006

Center

• Wall Street-FinTech Project Center (Boston or New York) - MQP

Sponsor

• Morgan Stanley

Date created

• 2006-12-12

Location

• Boston

Resource type

• Major Qualifying Project

Major

• Management Engineering
• Management

Rights statement

• In Copyright

Last modified

• 2021-01-29