CRS Stride – AEOI / HMRC CRS & FATCA
Reporting Solution

Automate your HMRC CRS & FATCA reporting obligations with ease, utmost accuracy and stress free

Banks

CBS platforms

90+

Audit Validations

Years of Product Maturity

External Data Sources

On-Cloud & On-Premises
(Comprehensive SaaS-Based Licencing Model – One Fee and ALL inclusive)

Leverage compliance best practices and maximise your success
by having a complete and mature solution.

working on Cloud based SAAS- FSCS SCV Enterprise Solution Suite

Secure Cloud-based SaaS Platform – Anytime, Anywhere on Any Device.

Setting up FSCS SCV Cloud based platform

No Hardware and No Complex Installations. Ready to use under an hour*.

Instant Access - Highly secured & Governance - FSCS single customer view Compliance platfrom

Pre-configured templates, API’s, Demo Portals, UAT Platforms.

Highly scalable & Customizable UI/UX experience

Our usual BCP and Backup facility – Platform available 24X7X365.

Key Features

Why choose CRS Stride – AEOI / HMRC CRS & FATCA
Reporting Solution?

A robust and highly flexible CRS Reporting solution providing end-to-end control of your HMRC CRS & FATCA Reporting with greater compliance and regulatory reporting workflow

Fully Automated

Our state-of-art CRS & FATCA reporting solution “CRS Stride” with automation features delivers an outstanding reporting platform that reduces the Common Reporting Standard reporting hazzle of any SME banks or financial institutions.

Right at First time

Our In-built CRS Data management feature equip our clients to amend customer or transaction data to avoid repeated roundtrips to CBS thus enabling them to fix the data at the point of submission.

Well Classified Risks

90+ rigorous audit checkpoints to track and report potential High, Medium and Low risk-based classification of data issues using complex algorithms and external data sets.

Adhoc Support

Exclusive support to amend the “erroneous CRS data” from HMRC’s perspective and to resubmit back to HMRC.

Automated Self Certification

Completely automated and centralised Self-Certification process embedded with full process cycle of classification, customer communication, correction and consolidation for CRS & FATCA Reporting.

"Future Proof" CRS Stride Reporting Solution - Hosted in Microsoft Azure Cloud

Our SaaS-based CRS Stride – AEOI / HMRC Reporting Solution is hosted on Microsoft Azure Private Cloud, the strongest security platform which features Microsoft Enterprise-Grade Security, Robust 256-bits Encryption, Malware Protection, SAS, EIT, EAR, NLC, Physical and Web App Level Firewall, Secure Customer Authentication and much more.

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CRS Stride - A Unique & Flexible Framework

With robust data cluster engine capable of Automating and Auditing AEOI / HMRC CRS & FATCA Reporting

CRS Stride is built by compliance professionals, understanding the risk and compliance eco-systems that exist across our clients and the wider market. Collecting, verifying, normalising, monitoring for quality and enriching erroneous data is our core function to achieve desired accurate results with a high degree of data integrity.

Periodic upgrades to ensure customers stay ahead in compliance with the ever-changing regulatory environment. CRS Stride – AEOI / HMRC Reporting solution is there for you from the moment an amendment is published by HMRC to implement control mechanisms and audit-proofing.

CRS Regulatory Tracking with Magnifying lens for HMRC Reporting

Real-time regulatory tracking and mapping of rule changes.

Monitoring growth of CRS accurate reporting & Audit proofing

Accurate reporting and audit evidence at the click of a button.

Role-based user access control configuration.

‘On-demand compliance and tax advisory support from our subject matter experts.

Well classified audit risks with fully automated CRS reporting solution

Automated classification and alignment to internal compliance parameters.

End-to-end compliance management and traceability of CRS reporting process - CRS Stride HMRC / AEOI Reporting

End-to-end compliance management and traceability of the CRS reporting process.

CRS Stride checking High accuracy and compliance before submitting to HMRC / AEOI Reporting

Assurance validation by our subject matter experts providing peace of mind that the data is in a good shape with high accuracy and compliance before submitting to HMRC.

Extended Adhoc support for Void & variation submission allowing reporting institution - CRS Stride HMRC / AEOI CRS Reporting

Extended Adhoc support for Void & variation submission allowing reporting institution to manage ongoing HMRC demands and growing needs.

Seamlessly consolidate and categorise siloed data - CRS Stride cloud storage platform

Seamlessly consolidate and categorise siloed data from disparate data sets and spot exactly the deviations within the source data.

Stay ahead of your peers

Data Security & Compliance

Our CRS Stride Reporting solution is fully compliant with OECD-AEOI’s strict Reporting Standard requirements along with industry best practices. Adheres to data protection regulations and equally ensure the reporting performance is not compromised and the data size remains scalable.

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The Best fit features of our

CRS Stride - AEOI / HMRC CRS & FATCA Reporting Solution

Accurate processing with near-zero error with extensive audit reports. Industry advise and subject matter assistance around OECD (AEOI) Common Reporting Standard Reporting file preparation and submission

Consistent Regulatory Compliance Framework

Our SMEs and Product Engineering team conduct periodic analysis and GAP assessments to address the potential impact of new regulatory requirements and fine-tune the solution within a robust regulatory change management framework.

Simplified Reporting Process

Accelerate productivity by adopting an automated and streamlined CRS regulatory compliance process to seamlessly track and monitor the entire reporting process.

Data Management Audit

Consolidate and categorise siloed data from disparate data sets, perform extensive validations to spot the deviations within the source data. Enhance the quality of CRS reporting by eliminating human errors and other discrepancies.

Data Privacy and Protection

Outpace the latest data protection and privacy standards to protect and secure sensitive customer data from breaches without compromising data integrity.

Robust, detailed and exhaustive Due Diligence Procedures

Accurate due diligence process to identify and categorise the CRS reportable accounts to comply with the Automatic Exchange Of Information (AEOI) – OECD reporting mandates.

Our Unique Competitive Advantages

CRS Stride has proven approach to handhold the financial institutions to meet the HMRC CRS & FATCA regulations

Flexible

A highly flexible solution from data upload to submission.

Data Management

Gather, organise, and identify the data collected and enables modification of the data in the right format.

Data Correction

Enables to rectify inaccuracies and redundancies in source data to append/enrich for more complete and accurate reporting on our platform.

Ensure Accuracy

Provides utmost confidence to submit to HMRC after regressive audit checks.

Void Submission

Provision to manage Void Submission.

Compliance

Product fostered and upgraded by our inhouse Tax experts and SME’s.

Notifications

Advance reminders and Email Notifications every month before the due date.

Classified Risks

90+ CRS audit risks validation – High, medium, low-risk flags for prioritizing remediation efforts.

Full-stack

We engage start to finish off your CRS journey with complete handholding by our product SMEs.

Data Retention/Archive

Storage of data for compliance and operational reasons.

Why banks in UK & Europe choose our CRS Stride?

One licence covers everything around CRS reporting including Automation and Audit validation, Variation and deletion submission with HMRC and subject matter expert support.

Highly Scalable & customisable - User intuitive & Best Class UI/UX Experience.

Instant Access to Platforms - Out of the Box – Highly Secure with Microsoft Enterprise-grade security and data governance.

Agile Development - Accelerated & Controlled Delivery. Robust 256-bits SSL Encryption & Secure Customer Authentication.

Jurisdiction based rule classification, due-diligence process with a wider approach adhering to HMRC/OECD CRS reporting standards.

Consolidates, Validates, and Enriches the data by improving data integrity and reporting accuracy.

UK based Microsoft Azure Cloud Data Centre with High-Level Security & GRC Framework complies with UK GDPR.

Data Accuracy, Stronger Governance, Speed in submission.

Centralised archive of regulatory data as well as transparent end-to-end audit trail on regulatory measures.

Our Knowledge Base Resources

CRS Stride Compliance - Minefield on Business Rationalisation

Learn the challenges faced by the financial institutions in HMRC UK Common Reporting Standard reporting and how Macro Global succoured FIs on regulatory compliance through our CRS Stride, Common Reporting Standard Reporting Platform enabling them to quickly adapt in real-time with maximum operational efficiency.

Get the Business Case >>

Modern Taxation – An Early Adoption of CRS Stride Reporting Solution

Find out how our banking clients in the UK benefitted by addressing the Common Reporting Standard compliance burden through an automated CRS reporting solution providing end-to-end control over the preparation and management of CRS filing with greater business insights.

Get the Business Case >>

Best Fit for Optimum CRS Compliance. Outsource, Build or Buy?

Learn the most common barriers faced by the financial institutions in achieving Common Reporting Standard compliance standards and how Macro Global’s CRS Stride, HMRC CRS reporting solution ‘quenched their quest’ by offering a ‘fit for the purpose’ solution to seamlessly achieve the expected standards.

Get the Whitepaper >>

Testimonials

What Our Clients Say

Riyad bank using CRS Stride - HMRC CRS & Fatca reporting solution

Bank of india using CRS Stride - HMRC CRS & Fatca reporting solution

RBL has worked with Macro Global for over three years. We find their service to be first class. The team are exceptionally helpful and professional. In our opinion we couldn’t ask for a better business provider and would recommend Macro Global to all concerned.

Risk Governance Manager, Riyad Bank

London

Pleased with the timely delivery, excellent service standards, easy accessibility and professional approach of the Macro global team. From our business experience of the past 5 years, we can say it is a reliable, growing outsourcing firm excelling in execution, customer support and delivery commitments, and helping us to meet the regulatory reporting targets.

Head of Compliance, Bank of India U.K. Operations

London

I feel that the team at Macro Global is amongst one of the best I have ever interacted with in my career. Their expertise in the subject matter, understanding and documentation of processes, detailing of every step of the project and ability to deliver on regulatory reporting (SCV & CRS) and technology platforms (PSD2) amid tight timelines is commendable. This coupled with an visionary leader - Saro, guiding them is a sure-shot recipe for success. I wish them best of luck and am sure they will grow to even greater heights!

Head of Operations, IT & Facilities, ICICI Bank UK Plc

London

We have been working with Macro Global for good 7+ years and the team is unique with their approach and hold their patience with limitless iteration to resolve the problem by engaging great attention to detail on root cause analysis. We can rely on them in almost on all critical priorities and their support is second to none. Great bunch of professionals and we look forward working with them for the foreseeable future.

IT Manager, Bank Sepah International plc

London