Advancing technology has changed the way asset managers are approaching their operating models.
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.