Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
Helping our client analyse data to understand their business and make better decisions
Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System
Evaluation and re-definition of front-to-back operating model across 10 locations
Aiding a Global Asset Manager to review their best execution operating model to identify ‘gaps’ to current regulations, forthcoming MiFID II requirements, and industry best practice
Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model
Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager
Conducting an evaluation of the client’s EMIR strategy, complete with a set of recommendations
Developing a solution to enhance Customer Relationship Management capabilities.
Running a Request for Proposal process and supporting the negotiation with a Loan Service Provider, alongside preparing for operational readiness