September 29, 2017
Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
Case Studies
We're incredibly proud of our experience.
Our industry experience is unrivalled, and has been gained through working with the top asset and wealth managers from across the world. Read through our engagement case studies to get a clearer picture of the type of work we do and the results we achieve for our clients.
September 29, 2017
Helping our client analyse data to understand their business and make better decisions
September 20, 2016
Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System
September 20, 2016
Evaluation and re-definition of front-to-back operating model across 10 locations
September 20, 2016
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
September 20, 2016
Assisting a Global Asset Manager to overcome a complex legacy Salesforce platform and develop a target operating model
September 20, 2016
Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager
February 12, 2016
Conducting an evaluation of the client’s EMIR strategy, complete with a set of recommendations
February 12, 2016
Developing a solution to enhance Customer Relationship Management capabilities.
February 12, 2016
Running a Request for Proposal process and supporting the negotiation with a Loan Service Provider, alongside preparing for operational readiness