Completed client conversions

to our new broker-dealer

clearing platform

Closed non-strategic,

low-performing businesses

Substantially completed the

move to one U.S. custody

platform

Applied robotics process

automation to 125+ tasksEnhanced our

vendor management practices, eliminating

unnecessary spendingReduced our

real estate portfolio by 5% and the

number of locations where we

operate by 7

Business Improvement Process

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