Evaluation, selection, implementation and post go-live support of a new Portfolio and Order Management System
Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager
Aiding the launch process of two new funds, whilst also providing a structure for future launches
Enhancing distribution channels through the progression of digital abilities
Launching a new data utility: a roadmap, business case and implementation, to give more efficient on-boarding of new clients, and improved regulatory compliance.
Harmonising systems across entities, to give a fully integrated, international asset servicing business.
Devising and implementing a unified asset servicing model, to make optimal use of a new T2S settlement platform.
Comparing and improving a client’s product development function, to optimise their ability to launch new funds.
Reinvigorating a fixed income product range with fund launches, closures and mergers; giving rise to one of the best in class offerings.
An improved framework for digital publishing, SEO and social media strategy, with business training on incorporating latest web and social media developments in to day to day activity.