Solution introduction
Simplify systems strategy and selection with a partner who can get you to answers faster
The shifting vendor landscape, a growing network of stakeholders, and ongoing resource constraints add up to a major challenge when you need to replace or upgrade your technology. We deliver due diligence and peer insight at a fraction of the time and cost of going it alone
Leverage proven methodologies
When it comes time to replace your technology, you need a tried-and-true approach to guide the process.
Using our proven methodologies, we’ve successfully delivered over 20 systems strategy and selection projects in the last 5 years. We begin the systems strategy process by determining your key stakeholders and assessing their needs in-depth. From there, we work with you to produce a statement of requirements and an RFP or RFI. All vendor communications and proof of concept coordination is handled by our consultants, freeing up your team to focus on their day-to-day. After assessing your options, we will score and present our recommendations and develop a plan for you to move forward.
Understand your functional needs
From investment accounting to client communications, we have a 360-degree view of your business and the systems critical to it.
Our consultants have hands-on experience working with or implementing the investment systems that are key to your business. This functional knowledge offers you unmatched perspective on available options and important considerations— from functional capabilities to ease of implementation. Whether you need a client communications platform or a complete enterprise architecture, we have the expertise to help get you there.
Gain vendor insight
We keep up with who’s who and what’s new so you can focus on your business without distraction.
With industry consolidation and innovation dominating the vendor landscape, financial technology has never moved faster. Our dedicated vendor relations resources keep pace with these changes so we’re always on top of the latest industry intel. By maintaining close relationships with vendors and service providers, we help you mitigate vendor risk, accelerate the search and selection process, streamline negotiations, and transition your technology smoothly.
Take a focused approach
Knowing what works and what doesn’t narrows the field so we can find a solution quicker.
Leveraging our vendor knowledge and a deep library of RFIs and RFPs, we’re able to quickly ramp up your project from spreadsheets to proof of concept. We know the importance of transitioning your technology, so we cut to the chase to get to a hands-on concept sooner.
