Analysis of current sales approach led us to conduct an expedited salesforce implementation, to give a coherent client experience across sales and marketing in Europe, and support rapid growth targets.
Implementation that delivers results.
Our experience with vendors, systems, users and environments means we know what works and what doesn’t. And because our team always features business experts as well as technical, our solution is always focused on business results.
We help with defining architectures, processes and operating models, including project management and implementation.
Width of scope
Our experience covers front to back office activities including portfolio management, trading and risk. We also implement traditional middle and back office vendor solutions across asset managers, alternatives, private equity and real estate.
Because we work so closely with leading vendors, we know what it takes to implement your solution quickly and smoothly.
Depth of resource
With long experience in delivering on all asset classes and custom implementations for wealth and hedge fund managers, we’re well versed at solving fund manager and trader issues.
We are also able to draw on our extensive experience in delivering complex change programmes for asset management clients globally.
Clarity of governance
Our transparent approach to governance ensures accountability, responsibility and effective communication. We have pre-built templates to documentation that supports requirements.
We work with our clients to provide pragmatic, results-focused answers, quickly. We build engagement with front to back office users too, speaking their language to ensure credibility.
Recent Implementation Services projects include:
Migrating disparate geographies and sales channels on to a shared, business wide CRM solution, with consolidated reporting and data.