Efi Pylarinou is an independent Fintech/Blockchain advisor with a Ph.D. in Finance. A seasoned Wall Street professional who ranks No.3 influencer in the finance sector and No.1 woman influencer, by Refinitiv Global Social Media 2019. Customised advisory on strategy/branding Designing a customised offering for the needs of my clients, to drive the business forward in an agile and effective way. Using......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Efi Pylarinou is an independent Fintech/Blockchain advisor with a Ph.D. in Finance. A seasoned Wall Street professional who ranks No.3 influencer in the finance sector and No.1 woman influencer, by Refinitiv Global Social Media 2019. Serving on the Board of Directors Carefully selecting Boards where my skills are complementary to existing directors and committee members, and with a focus always in......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Efi Pylarinou is an independent Fintech/Blockchain advisor with a Ph.D. in Finance. A seasoned Wall Street professional who ranks No.3 influencer in the finance sector and No.1 woman influencer, by Refinitiv Global Social Media 2019. Content production Leading through education, awareness, and understanding Earning media, building relationships and trust, have long lasting effect. Independent and consistently high-quality content is paramount. Co-production of......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Superior customer experiences drive brand loyalty and retention Customers no longer base their experience perceptions solely on price, product, or convenience. Instead, expectations are based on how they feel receiving the services. In this context, digital speed, simplicity and contextuality become the key. Having become used to the experience provided by tech......

Client type

• Asset Managers
• Bank Wealth Managers

Relevant Regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Eastern Europe
• North America
• Oceania
• Western Europe

Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Western Europe

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices. Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key......

Client type

• Asset Managers
• Bank Wealth Managers
• Family Offices
• Financial Advisors

What is it? Building on A Meeting of Minds, Owen James is excited to announce the launch of oneMIND. A digital platform for financial services to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions - as well as fostering best practice.  Why are we......

Client type

• Asset Managers
• Bank Wealth Managers
• Family Offices
• Financial Advisors

Early-to-Growth stage companies chosen will engage in an immersive boot camp complete with a curriculum to guide strategic planning, address business and financing challenges, and provide mentorship from successful fintech and entrepreneurial experts. Most importantly, we help you to scale your revenues. Our recruitment process features wealth management industry experts as part......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• North America

Without question whatever industry you’re in, your organisation must transform for a digital world. In our 21st Global CEO Survey, 81% of respondents agree technological progress will fundamentally change their organisation. And the pressure to move faster is unrelenting. But achieving digital transformation at speed requires more than technology. Two other things......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Typical engagements include: Deeper topic insight - take a deeper look at our into our research and discuss the implications for your firm One-on-one strategy sessions - participate in one-on-one strategy sessions with an analyst Reality check - have an analyst review and advise on internal documents and ongoing projects Sounding board - bounce your ideas and questions......

Our dedicated practice helps clients prepare for growth, manage risk, enhance operational effectiveness and efficiency, maintain adequate controls, navigate regulatory compliance and leverage technology. As an integrated part of our Global Financial Services Group, this practice can also draw upon the skills of our Tax Advisory Services and Transaction Advisory Services......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Advisory services to bank customers are being redefined. Where in the past a meeting in person and the reliability of the bank advisor were the key factors, today digitalization, individualized advice, and regulatory compliance are taking precedence. New laws and regulations place very great demands on the advisory process. Everything must......

However, growing regulatory pressures and inefficient manual processes mean administrative burdens too frequently take up their working day. How can advisors spend more time with clients and less time on administration? The benefits are clear – dramatically improved productivity, increased assets under management, additional product and service take-up, and ultimately......

relevant regions

• North America
• Western Europe

Our team of economists regularly answer queries related to our publications for subscribers to our macro, regional and sectorial services. If you want more tailored analysis and a more personal touch, our consultants’ time can be accessed in two ways: Ad hoc queries – perhaps you just need some economic analysis on......

For most of the twentieth century, financial institutions were not known for their agility. But today, as technology turbocharges new product development and raises the expectations of both customers and decision makers, financial institutions must become as skilled in information management, organizational change, and real-time management as Silicon Valley high-tech firms. Increased......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

On this foundation, we collaborate with clients to co-develop expectations, reduce risk and provide an audit tailored to their needs. Our audit services draw upon: An in-depth understanding of the industry supported by a professional team dedicated full time to the wealth and asset management sector Leading practice insights resulting in recommendations......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Whoever coined the term “bankers’ hours” would hardly recognize the industry today. Facing intense competition from established and new players, relentless technological change and ever-evolving regulatory requirements, banks now operate in a fast-paced, always-on environment. We work alongside commercial, private and retail banking clients to develop and implement strategies that......

With a lot of talk in the industry about business transformation, you need to make smart choices about what kind of change is right for you. Combining unparalleled banking, business process and technology expertise with the depth and scale of a Tier 1 IT services provider, DXC makes business process......

The market for private wealth banking remains an attractive business segment — and thus, it is also highly competitive. Regional and global banks have gained significant market shares in recent years and strive to incorporate the circle of wealthy private investors in their customer base. 20 percent of the liquid assets are......

relevant regions

• Eastern Europe
• North America
• Western Europe

In the last few years, more and more retail banks have been showing a growing interest in digital innovations. Banks today want to be closer to their customers and their expectations, so most of the leading traditional banks plan to implement strong digital strategies over the next few years. That fundamental......

Senacor works with eight of the eleven largest banks in Germany, and supports private and state banks, as well as savings banks and cooperative institutions, in building digital platforms. Our goal is to position you for the future, using end-to-end, front-to-back digitization with modern technologies, to create a better customer......

relevant regions

• Western Europe

BUY/SELL Our fully manned trading desk can help inform your trading decisions and facilitate entry and exit from any major fiat currency. STORAGE Your digital assets will be stored in secure, cold storage. Accessible whenever you want. REPORTING Your assets will be viewable and available, any time from your BCB dashboard. You will receive regular,......

Financial institutions are facing unprecedented market challenges. Revenue and profit sources are shifting. Cost pressures are rising. Business models are transforming. Customer behaviors are evolving. At the same time, regulators are putting the industry under ever-increasing scrutiny. Some institutions are maintaining or improving profitability, while others are failing to adapt.......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....

relevant regions

• North America

Get a comprehensive view of the market Uncover new opportunities by assessing the software or services market. The software and services market is moving fast. If you haven't undergone a search and selection recently, you could be missing out on new opportunities for functionality and cost efficiency. Citisoft benchmarking services offers a......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Our consulting projects are based on credible research. This may be commissioned on a bespoke basis or drawn from existing data that we hold to support the many investment distribution reports that we publish. Research is typically conducted on the following groups: Platforms (advised, direct and institutional) Investment technology providers Discretionary fund managers and......

relevant regions

• Western Europe

We offer state-of-the-art methodologies for your investment and advisory process. Our methodologies involve investor styles, client profiling and mapping clients’ profiles against your investment universe. Our methodologies are available to be specialized for your specific needs, and to be appropriately integrated and implemented in your processes. We also develop new behavioural finance concepts......

relevant regions

• Western Europe

For years, large wirehouse teams have looked at the RIA model as something aspirational, but have held back because of the lack of economic solutions for large teams and the growing complexity of the operational infrastructure for building an RIA. As you can see below, there are many options available to......

Receive daily, personalized client-only newsletters that answer the questions most critical to your business, delivered straight to your inbox. Key Benefits Our daily updates are paired with data and analysis from forecasts and research reports to provide you with relevant information needed to plan both your immediate and long-term future. Our Briefings......

relevant regions

• North America

Business Analysis - Taking a 360-degree view of your business At Tyler Wood Consulting, we understand the importance of fully analysing your needs to ensure your business is working for you and your clients. Our many years of experience will ensure that your requirements are understood and the necessary workflows are put in......

relevant regions

• Western Europe

With years of experience working on major projects across the industry, Altus has developed the only online Business Architecture training course entirely dedicated to financial services. Delivered by active practitioners and full of practical industry examples and exercises, the course will give delegates access to real industry examples, models and case studies,......

relevant regions

• Western Europe

Change acceleration Banks must meet multiple competing demands, including regulation, innovation and cost reduction. This requires many change initiatives, which makes effective project management fundamental to success. Change acceleration is Capco's proven and highly differentiated solution. We transform change portfolios, execute project delivery and reduce execution risk, enabling cost savings through......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Axxsys uses a top-down approach to transform management visions into sustainable solutions. While every client’s needs are unique, we add value through our extensive experience, Axxsys Axxelerator platform and a proven methodology that helps clients define their business and technology strategy. Our Target Operating Model (TOM) framework forms the heart of......

relevant regions

• North America
• Western Europe

Your business model and strategic plans together with your firm’s culture will largely determine whether the outcomes that your customers experience are positive or negative. The FCA views your business model as a key risk driver. The right business model and associated strategy reduces the risk of systemic customer detriment. Thus,......

Our fully rounded Business Monitoring support will reduce one of the potentially highest risks in your business. Business Monitoring support is often referred to as file review, but we don’t subscribe to that simple thinking. Our Business Monitoring support provides so much more. Not only do we review your files, we develop the......

We work alongside management teams to assist them in developing their business plans. Whether it is post-acquisition planning or a five-year strategic growth plan, we work closely with business leaders to support them in achieving their goals....

relevant regions

• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Our ability to transfer our deep knowledge across a substantial range of products and technologies, end investor segments and the end-to-end value chain rapidly and at scale enables a business to reposition itself and capitalise upon new opportunities. Business case Corporate activity Feasibility studies Mergers & acquisitions New products & markets Strategic review ...

relevant regions

• Western Europe

Digital and API banking In a data-driven world,banks must offer innovation that matches customers' appetite for relevant banking experiences. They need to do this in collaboration with nimble specialist players and in the context of complex legacy systems.  Capco believes that the API economy is the best way to deliver superior digital......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Our solutions focus on key areas for wealth management firms and enables our clients to deliver superior customer experience with increased agility, operational excellence and cost efficiency. Advisor desktop transformation Capgemini provides enriching advisor desktop processes and platform helping firms increase advisor productivity, retain advisors and gain competitive advantage to grow wallet......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

DeVoe CapitalWorks™ is a platform that helps RIAs secure capital. We’ll help you understand your financing options, assess which of 30+ options is best for you, and introduce you to one or more providers based on your situation. Today’s lending and capital options have mushroomed to include conventional loans, SBA loans,......

relevant regions

• North America

Change Management - Transforming the way you operate for the better Tyler Wood Consulting understand that sometimes your business and technological needs change. That’s where Tyler Wood Consulting can help. We have experts that can help you and your business through these periods of change – be it to your workflows, systems......

relevant regions

• Western Europe

The service offering includes: Programme and project management Broadgate’s programme and project management team have been selected based on their extensive domain experience. Our delivery focused, collaborative approach help to ensure the success of any project. Strategic advice We work with our clients to help plan for the future. What areas should be invested......

  Easily find the right data point to frame a decision or build the ultimate deck with our iconic charts, which leverage our proprietary data and thousands of vetted third-party sources to provide you with quick takeaways on the most important industry trends and topics – all to help inform your......

relevant regions

• North America

Today, customers decide when and how to interact with the bank. Besides complying with regulatory demands, leading banks started to embrace «customer centricity» and move from product- to customer-centric organizations. Only a state-of-the-art client onboarding process with a customer life cycle vision creates significant value to the bank with improved......

We design both tactical and scalable, best practice client service models, whether digital or face-to-face. Client service models – best practice design Client suitability review Pricing and client profitability ...

relevant regions

• Western Europe

Staying out in front of the competition is tough when the next “Uber” can come from anywhere. We help you reinvent business models and innovate products that create new value—by connecting people with things, insights and experiences. Artifical intelligence Imagine a business that always stays ahead of market changes, anticipates customer desires,......

relevant regions

• Western Europe

Accelerate innovation Update your enterprise IT and application environment to support the needs of business today and tomorrow The IT challenges of running a digital enterprise can be overwhelming. Legacy technology investments are no longer enough to meet your business’s ever-increasing demands. And moving to new technologies and applications, whether on-premise or......

The front office is the heart of wealth management. With our family of digital solutions and services, you can optimize it in ways that boost advisor productivity and organizational effectiveness across lines of business and booking centers around the world. As a result, your business operates as one cohesive wealth-management......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

With global standards for processes and performance, your firm can optimize advisor productivity and customer experience, and better evaluate technology solutions. You can also drive revenues with new wealth management products.  Cognizant Front Office Target Operating Model includes: Standard approach to engage with leaders in booking centers Detailed local assessments (“pain points”)  Aggregate findings Global......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

What We Do We help investors and management teams get the deal done right and increase multiple For two decades, Armstrong has been giving UK and international private equity mid-market funds, debt providers and corporate investors conclusive Commercial Due Diligence based on deep understanding of a business and its marketplace. We never......

relevant regions

• Western Europe

Commercial intelligence Sector analysis Stakeholder & competitor mapping Intelligence on bidding dynamics ...

relevant regions

• Middle East
• North America
• Western Europe

Our domain experts have the knowledge other communications folks can only dream of. And here’s how we do it. Ever feel like agencies just don’t get it? You’ll never have to explain the techy stuff to us. Don’t be left doing all the thinking We are proactive with our ideas, not reactive. Molehills, not mountains Our experienced......

Our transition support includes: Business model planning Transition timeline & project plan Compliance program design Transition support Operations & technology analysis Marketing & advertising review The foundation of a successful launch starts with planning. With our integrated approach, we mitigate regulatory risk by designing a compliance program that is customized to your business model (including your processes,......

relevant regions

• North America

Design, manage and evaluate projects and programmes Draft or review business case Ensure adequate project governance and appropriate methodology Establish and manage Project Management Office (PMO) Project review (pre/during/post-implementation) Project assurance reviews Project implementation; skilled project managers and team members ...

The proliferation of regulations requires taking into account their business impacts and reviewing business models. Their implementation is expensive and has an impact on income. How to comply with demanding regulations while remaining efficient and maintaining a good customer experience? Noveo Conseil supports you in understanding the regulations, their operational impacts and their......

relevant regions

• Western Europe

For maximum impact for your business, our consulting services are interconnected to deliver value. From industry and domain advisory, to business transformation to technology enablement, we help you open new horizons for competitive advantage. Our services Industry consulting: industry and functional expertise informed by in-depth understanding of underlying technology platforms and their......

We make it our mission to see all our clients' businesses flourish and achieve their full potential. We make this happen through our face to face financial consultancy support which centres on establishing long-lasting relationships and developing a deep understanding of your business. Our team of expert consultants become an extension of......

The lang cat has been changing the platform, pension and investment market for the better one company at a time since 2010. We know our stuff. We know your stuff. And we know your customers’ stuff. We balance unparalleled technical understanding, industry experience and know-how with the ability to produce engaging......

Expert guidance for financial institutions in defining their strategies and maximizing their market impact. Typical projects include: Discovery dives - we facilitate intense, interactive, one-day experiences designed to build a deeper understanding of a topic of your choosing Technology strategy review - we deliver an objective analysis of your company’s strategy, and supply a......

You are running a great firm. You’ve made the right decisions to get it to where it is today. And you are ready to take it to the next level. You know what needs to be done and realize some extra help from a strategic consultant would be a good idea. We......

relevant regions

• North America

Trestle Group was founded in 2003 with the vision to offer an alternative, more personalized approach to consulting. We have purposefully focused our scope of engagement such as to offer relevant expertise and innovative thought leadership. We believe that by assigning talented people with beyond expectation experience we put our......

relevant regions

• Asia
• North America
• Western Europe

By leveraging our proprietary research model and extensive network of institutional contacts, TABB Group’s consulting team empowers our partners with the knowledge and market intelligence to excel. Whether project work involves strategy, messaging, positioning, mergers & acquisitions, due diligence, technology implementation, or client/market outreach, our team of experienced professionals can......

relevant regions

• North America
• Western Europe

Business operations systems are the heartbeat of an organization. At a minimum, they must be able to empower people and facilitate performance—but at their best, they can transform what a business is capable of. The biggest challenge for IT and operations leaders is that technology and solutions never stand still: What......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The maxim that structure follows strategy is only valid in stable markets where no further innovation is to be expected. But are there any markets like that today? State monopolies have fallen, platform economies are changing entire value chains, and globally active disruptive powers such as urbanization, digitalization, or the......

relevant regions

• Western Europe

We help our clients adopt a strategy that positions them for success in a rapidly moving market. We identify business areas with growth potential, define investment or disinvestment strategies, provide support during merger-and-acquisition activities, lead due-diligence processes, and assist with post-merger integrations....

We apply startup business models and design thinking to help the largest banks and asset managers generate, design and test new ideas faster for front-to-back customer journey transformation....

relevant regions

• North America
• Western Europe

ParameterInsights is currently advising several leading financial firms to grow faster. We work directly alongside your business teams to design and execute growth systems to help you increase conversion rates, grow customer lifetime value, and reduce acquisition costs. ...

relevant regions

• North America

A laser focus on customer experience (CX) is the best path to business success. It requires adapting to a customer-led market and creating an engine to sense and respond to the nonstop changes in customer sensibilities, behaviors, and expectations. This is not altruism but an economic engine of growth. Forrester has the......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Improving customer experience frameworks through tailored solutions We're experts at creating customer experience strategies to meet the needs of organisations and their customers. We ensure they can be easily measured and continually evolved as customer requirements and technologies change. And we apply the right software, skills and agents to implement them. Our customer experience......

relevant regions

• Africa
• Asia
• Western Europe

Customers are disruptive. Restless, digitally savvy, intolerant, and free-spirited, they are driving profound change in what businesses are and how businesses work. There is no single archetype; this is now about anticipating customers at the human and emotional level. Winning requires customer insights and conviction that eclipse your previous understanding. Attitudes and......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Data is the new oil. What that means is demonstrated very impressively by internet giants like Google. But there are ways for banks to utilize data gainfully, too, for example in product development, process optimization, or marketing. In most cases, data is available in great quantities. The challenge lies in......

We guide our clients in creating sales strategy, setting up an effective distribution organization, and designing market offerings tailored to specific customer groups. Our global team of local and international experts not only provides insights into markets, but also helps define appropriate market entry strategies, and execute international expansion plans....

CX solution architecture and design Digital transformation Value proposition design Data analysis and profiling Process flow automation Current and future state process mapping ...

relevant regions

• Oceania

Cyber threat intelligence - threat, risk & maturity assessments - executive advisory - cyber security training - cyber incident response Using our global reach and local risk expertise we have a unique approach to identifying and mitigating information security risks. Control Risks has pioneered the intelligence- and threat-led approach to cyber and......

Information security governance and security risk management Security architecture and/or policy design and implementation Virtual Chief Information Security Officer (vCISO) Cloud – Software as a Service (SaaS), Infrastructure as a Service (IaaS), Platform as a Service (PaaS) Security awareness training and security architecture design Access control management, incident and response management Code reviews or penetration testing......

At Altus, we understand that data doesn’t always mean knowledge. Data needs to be accurate, of the right quality and presented in the right way to deliver real insight. Having completed numerous data engagements for financial services businesses of all shapes and sizes, Altus can help with: Information and data strategy for a......

relevant regions

• Western Europe

The financial industry is a data-driven business where data volumes and data requirements continue to grow exponentially. Across the industry, data is recognised as a strategic asset that can provide competitive advantage. Firms are investing in data and data quality to facilitate good investment decisions, deliver timely and accurate reports......

It is widely known that data is probably the most valuable asset of a firm, perhaps even more important than the people who work for the firm. Good data management and governance is essential, especially in times of continually increasing regulation as it is essential to be able to provide......

The financial industry is a data-driven business where data volumes and data requirements continue to grow exponentially. Across the industry, data is recognised as a strategic asset that can provide competitive advantage. Firms are investing in data and data quality to facilitate good investment decision, deliver timely and accurate reports......

IT strategy More than ever, financial institutions need an effective IT strategy to optimize bottom line while staying at the forefront of technological innovation. To have a measurable impact, IT strategy must focus on business results while remaining closely guided by practical expertise.  Capco responds with a unique combination: deep industry knowledge......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

How Delta Capita can help At Delta Capita we help you to design and implement strategies, define and operationalise target operating models and become more responsive and lean in your operations. Our asset/wealth management practitioners have proven track records and expertise in a range of areas, including but not limited to: Rationalising......

IAWMC has extensive knowledge of the digital and online market and has hosted thought leadership events to debate the topic. We also offer advice and mentoring to Fintech start-up companies in order to assist them to focus on the right target market within financial services. As digital transformation projects tend to......

DXC’s Digital Transformation is a customer intelligence solution that enables banks to process, organize, mine and act upon digital data — from all sources and in real time —  to deliver a great omnichannel customer experience. A complete, end-to-end DXC service that creates the most appropriate digital strategy for the customer,......

What will it take for companies with complex legacy landscapes to quickly sense changing marketing trends and continuously evolve in response? Organizations will have to augment their core digital capabilities to leverage deep insights, bridge the gap between physical and digital worlds through platforms, modernize their core systems to accelerate......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Definition and implementation of the digital strategy Adopting a clear digital strategy is a major issue in order to remain competitive. How to seize the opportunity offered by new technologies in order to initiate the transformation of IT systems? How to make data management a real added value? Noveo Conseil supports you in the......

relevant regions

• Western Europe

There’s always an opportunity for human interaction, even in a digital world. We use insight, data and intuition to define experience-led solutions to solve the toughest strategy, design and technology challenges. With a focus that’s shifted from products and services to users, we deliver experiences that put human needs front......

relevant regions

• North America
• Western Europe

For our clients, digital transformation is about enabling the business to continuously develop agile, effective response to the emerging challenges and opportunities. Their businesses have a transformation plan that is owned at the top and implemented by leaders downstream. They are equipped with what's needed to drive value from its......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We support our clients in reviewing their technology setup and outsourcing solutions. We develop client-ready tools leveraging data analytics, making investment professionals and RMs more effective in their roles....

Our experts will work across your organisation breaking through silos by applying our model-driven approach coupled with in-depth industry & technology knowledge. Working in partnership we will help you devise a business driven digital transformation roadmap which will support your needs now and in the years to come. Our consultants have......

relevant regions

• Western Europe

Digital transformation is not just about technology; it is about reimagining your company. It is the necessary but challenging journey of operating digital-first with the speed and nimbleness to change or introduce new products and experiences rapidly, exploit technology to create lean operations, and free people to do more complex tasks that create value. Digital maturity Not all......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts, improving customer engagement, digitizing products and exploring new business models, improving decision making and driving operational efficiencies. The value creation opportunities in each of these areas are enormous, however companies undertaking these efforts quickly learn that the......

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• Asia
• North America
• Western Europe

How much action actually needs to be taken in your bank? Where should the digitalization process begin? Are you on the right track? How do you develop a digital strategy? At this point it is worth noting that there is no digital strategy as such. The key is to have......

Distinga Advisory Solutions offers differentiating consulting and technology solutions for the investment advisory business. The implementation of the Distinga Advisory approach requires a step-by-step methodology, where we decide the appropriate milestones together. First, we review your current processes across products and functions in order to identify what needs to be included in the......

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• Western Europe

We also advise on the selection of business partners or technologies that can facilitate these activities in the field. Fund and product design, development and launch Fund rationalisation and restructuring Market knowledge – UK, Europe, off-shore, global Marketing and distribution strategy Pension and annuity reform Private client proposition alignment post-merger Tax transparent fund: design and launch ...

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• Western Europe

Our propositions Regulatory response Regulatory concerns are keeping global businesses on their toes and increasing the costs of compliance. We understand our clients need solutions designed to stay ahead of the curve to future-proof their businesses, from a compliance and regulatory standpoint. Any number of factors can be responsible for driving change in......

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• Western Europe

We are in the early stages of a technology revolution that will reframe the relationship between human and machine and between the customer and you. But AI, blockchain, RPA, robotics, IoT, AR/VR, and quantum computing are not simply about technology; they are about the timing and nature of strategic choices you make. When do you start experimenting in......

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• Eastern Europe
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• Oceania
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• Western Europe

By working with our clients’ compliance, business and people development needs we have found a focus on firm strategies, behaviours, structures and the client experience are crucial to compliant and sustainable success. We have therefore built a #RegTech digital compliance and business development platform Model Office (MO) to benchmark professional practice, highlight any......

Businesses now need to build professional standards at their core. Increased competition, the pace of change and regulatory requirements means strong and visionary leadership is a must to ensure fully functional boards, diversified NEDS, staff training and effective data management. Engage’s Leadership development and coaching programmes provides both existing leaders and new talent with the guidance they......

We help change the quality and pace at which financial services IT teams bring solutions to market and deliver ROI. We combine a hiring and training program with modern approaches and tools that use the best DevOps and Lean....

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• Western Europe

Risk assessment and monitoring - risk governance and organisational design - enterprise risk management - supply chain resilience - Nnational risk assessments and resilience planning Organisational resilience is essential to successfully navigate and capitalise on a complex risk and opportunity landscape. Resilient organisations are able to respond rapidly to a disruptive event in......

Security Consulting and Planning - Individual, Facility and Location Threat Assessments - Organisation Design, Governance and Programme Development - Workplace & Insider Threat Management - National Risks Assessments - On-line Global Security Risk Monitoring & Analysis Enterprise security strategy at Control Risks identifies threats and risks and combines these with our understanding of......

Behind the increased demand for environmental, social, and governance (ESG) investing is a heightened regulatory focus and a greater need for transparency and standardization. The ESG landscape is evolving at a rapid pace and requires additional resources to meet investor and regulatory expectations. Our dedicated advisory practice helps firms of all......

Behavioral analytics are only useful if you can cut straight to the insights that matter, put the knowledge to work straight away, and measure progress. That’s the role of Essentia’s senior consultants: former portfolio managers who understand the PM’s point of view, who can appreciate the nuances that exist between investment......

Identifies changes in fund distribution across Europe to inform distribution strategy. Covers investment platforms and their influence over fund distribution, as well as analysis of the fund distribution dynamics in the main jurisdictions....

What We Do We work with mid-market management teams helping them prepare for investment or sale. Your growth story needs to reflect the full potential of your business. We’ll help you to tell that story and build the evidence to support it. There’ll be no surprises with Armstrong acting as your......

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• Western Europe

How do you weigh important family decisions? What steps must you take to help secure your financial legacy? Are your personal and investment data safe? Do you have tools to access financial reporting and provide investment oversight? The dedicated family office advisory professionals at RSM can help you navigate these concerns......

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We will help you find improvements that can be made to the desired strategy, outcomes, behaviours, effectiveness and culture of the organisation Family Office Reviews can challenge but also validate the objectives and strategy to better enable your family office and family to meet your vision and values. We can make your family office even more successful With our......

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• Western Europe

Expertise The complex interrelations and dependencies within the financial industry demand functional and methodological expertise and experience. Finalix has experts in various business areas as well as experienced project team members. Finalix is a consulting boutique with a focus on the financial industry. Among our clients are universal banks, private banks, insurance......

Finance and risk convergence Volatility in the regulatory landscape has deeply impacted financial and risk management practices. New regulations have created new complexities, high implementation costs and an increase in risk reporting. Although subject to different schedules, these new regulations – CCAR, DFAST and others – intertwine and should be dealt......

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• North America
• Oceania
• South America
• Western Europe

In the highly regulated financial services industry, being compliant and mitigating risk are as important as understanding your customers and market. We have over 15 years' experience working with capital markets and commercial, retail and investment banks. We've channeled that knowledge into developing research and analytics systems to help our......

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• Asia
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• North America
• South America
• Western Europe

We’ve worked with our financial services clients over many years on a broad range of activities, from strategy development through to delivery of large-scale transformational change. However, it is far from business as usual in the sector at the moment. The industry is going through a significant period of change......

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• North America
• Western Europe

Create impact through innovation Get the latest insights & trends Be part of the startup ecosystem, gain insights about industry trends and shape your innovation strategy​. Receive regular C-level updates, participate in innovation events and Demo Days, access our startup database, thought leadership, and much more. Collaborate with startups Leverage external innovation potential and......

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Develop your business strategy and forecast growth opportunities with key data points on where your market is headed. Sound Methodology Insider Intelligence forecasts provide a holistic perspective because of our unbiased, multi-source methodology. We analyze over 3,000 sources to minimize the restraints of each research methodology to the lowest degree. Here is......

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• North America

250+ alumni US$370 million+ in funding 60+ collaborations facilitated Welcome global founders Startups and big business – banks, insurance companies and investors – have a lot to learn from each other. Our global ecosystem makes that happen. You bring agility and new thinking. They bring industry expertise and influence. Together, you innovate. Benefits Dedicated coaching & support -......

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Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms, we work closely with the industry’s leading firms for your benefit. For enterprises, we offer access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’......

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• Western Europe

Banking, Investment Services & Insurance Huge disruptions in the financial services industry have created immense challenges for the banking and investment services organizations recently. These challenges need to be met head-on and are, in some cases, changes to the entire way that banking organizations operate. Gartner Consulting has the experience and......

Gartner for Market & Competitive Intelligence The intelligence to get ahead. Achieve success with insight custom-tailored to your role via a personalized Web portal. Spend less time searching and more time thinking – less time being reactive and more time being proactive. You can gain the confidence you need to be the......

Dr Stuart Gibson and his team work with private banks, private equity firms, venture capitalists, wealth managers, trustees, asset managers, family offices, insurance firms, legal firms, professional advisers, luxury goods retailers, not-for-profit organisations, fintech firms, large corporations, small/medium businesses and family businesses to implement actionable winning strategies to acquire, retain......

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• Western Europe

Financial advice comes in all shapes and sizes and with consumer needs and behaviours changing all the time, it's vital to ensure that you have access to the right level of support and solutions. At SimplyBiz, we ensure that our members have the solutions they need for advising and for where......

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• Western Europe

Business consulting Financial services firms today must be flexible and forward-facing in order to face an ever-evolving regulatory landscape, changes in market structure and the ongoing need to reduce costs. Project delivery GreySpark engagements are based around a bespoke delivery methodology, designed to leverage the best of existing delivery approaches while enhancing these......

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Yet most advisors are barely growing organically and possibly getting worse at it. Plummeting from 9% just a few years ago, the average RIA’s growth rate is just 3%, after market performance and acquisitions are removed.* Something is wrong. That's why we created the DeVoe GrowthBuilder™ DeVoe & Company has developed the......

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• North America

We have extensive experience helping businesses identify and prioritise the best opportunities for growth. This could involve evaluating pricing, assessing new product development and routes to market, or examining brand positioning and customer satisfaction....

relevant regions

• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

As masters of financial crime risk, Guidehouse has all bases of the governance ecosystem covered. Whether a client needs to improve sanctions compliance, enhance transaction monitoring, or drive convergence between AML and fraud functions – we’ve helped similar companies overcome these issues. Armed with top former prosecutors, regulators, compliance officers,......

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• Middle East
• North America
• Western Europe

Clients partner with Guidehouse to address their most significant challenges with business process services, business transformation, innovation, improving operational efficiency and effectiveness, managing risk, enhancing customer experience, and driving competitiveness and growth. Our combination of industry, technology, and risk and compliance experience, all on one team, is unique and allows......

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• Middle East
• North America
• Western Europe

Once you’ve emersed yourself in our world you will soon realise the value we can provide to your business. We offer solutions and support wherever you are in your business cycle. And when the time comes to realise the value you’ve built up – we offer Horizon – the most......

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• Western Europe

Implementation Services - delivering solutions for our clients, each and every time Implementing new systems can be a daunting task for any business. Tyler Wood Consulting have many years of experience implementing systems across the spectrum of vendors operating in the market today. With our expertise, we will ensure your implementation......

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• Western Europe

Leverage benchmarks for optimized budget planning, justification, and success. Why Industry KPIs Guide your budgeting and planning process amid macroeconomic turmoil Third-party validation of industry trends, consumer behavior, and channel performance Justify your investments Benchmark your performance 30+ data sources contribute to Industry KPIs Save countless hours currently spent curating and vetting KPIs and get right to......

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• North America

Data lifecycle management - data regulatory obligations, security and privacy - enterprise content assessment - cyber security consulting Effective information governance boils down to two guiding principles: keep only what you need and protect everything that you can. Getting it wrong risks violating regulations, stumbling when facing an investigation or a critical......

Technology is no longer a specialized skill or distinct function; it has become the core DNA of your company. This changes the game for IT, from being a service function to a team-driven effort across business and technology, making the CIO less a functional leader and more a digital architect of the business. This also places the emphasis and pressure on......

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• Oceania
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As a leading global advisory firm, Infosys Consulting enables organizations to reimagine their future and create sustainable and lasting business value. Because our talented teams sit at the intersection of industry, process and technology, we are uniquely positioned to drive measurable results for you. So, how do we help companies achieve success? We......

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• Western Europe

Coverage areas include Banking & Payments, Insurance, Securities & Investments, as well as cross-industry risk domains such as Cybersecurity and Fraud & AML...

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• Africa
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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Engage elite Elite acts as one cohesive team that becomes an extension of your internal resources, solving business challenges and helping you get to market with your new technology solution through product development, strategy, marketing, branding, public relations and marketing services. By partnering with INVENT Elite’s subject matter experts, your firm can......

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• North America

Investigations, litigation support & asset tracing Asset profiling Intelligence & evidence gathering Internal investigations Witness development ...

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• Middle East
• North America
• Western Europe

Capital Clarity is comprised of experienced investment bankers with a history of successfully completing M&A deals and financing transactions with industry-leading strategic and financial buyers. Our team has extensive deal experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Company, JPMorgan and Houlihan Lokey. Objective &......

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• North America

Mission and objectives Define the institution’s investment mission and investment objectives to guide all investment decision making, providing clarity and consistency We work with asset owners to articulate and document a mission statement for the institution by engaging with key stakeholders, referencing examples from similar investors. We then assist with communicating the mission......

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• Eastern Europe
• Middle East
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• Oceania
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We also advise our clients on the optimisation of ancillary investment activities, including foreign exchange and securities lending. Application strategy selection Asset manager / hedge fund launches Gap analysis and opportunities assessment Investment process alignment Mandate compliance Multi boutique model Performance and risk Research and strategy determination Securitised debt vehicles Stock lending review ...

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• Western Europe

The wealth management, investment management and life insurance industries across the Western world are in a state of seismic change, just as the wealthiest generation of our times ― the baby boomers ― enters retirement. Combined with the needs of this ageing population, regulation in all guises ― including RDR......

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• Asia
• Eastern Europe
• North America
• Oceania
• South America
• Western Europe

Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence......

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• North America

Most clients have high ambitions for their Information Technology. "High-performant, transparent and harmonized applications as well as processes to achieve efficiencies today and enable new digital business models tomorrow, leveraging new technology platforms" could be an example for an ambitious vision. Ensuring a focused and business-relevant IT transformation within reasonable......

External asset managers account for a significant proportion of managed assets in Switzerland, and in regions such as Asia, for example, they represent a massive growth market in the financial services industry. For their work they need a comprehensive array of services provided by their depot banks. As regulatory pressure......

Buying, selling, or merging your business is potentially the most important decision you will make in your career. The magnitude of your decision is top of mind for us every day. And that’s why we are extremely focused. DeVoe & Company is a leading boutique investment bank exclusively focused on providing......

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• North America

The acquisition of a company or a merger is one of the most complex situations a company may face. Signing the deal is just the start of a long process towards a successful transition. Timelines of an integration are usually tight and companies do not have the knowledge or the......

We work with our clients to achieve measurable improvements in their businesses using our proprietary methodologies and relevant industry standards. This involves enhancing business operations through changes to processes, systems and working practices. Our main sector experience has been gained in financial services, media, retail and the public sector. In addition,......

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• Western Europe

This is your disrupted world, and ours. Accelerating advances in technology and changes in business models are transforming the rules and risks of the game. Aggressive competition is coming from upstarts and unknowns. And whatever the customer wants, the customer gets. KPMG’s Management Consulting professionals can help you identify and solve......

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• Africa
• Asia
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• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The scope of a project, the multiplicity of stakeholders or even its strategic nature require the definition of a specific project organization. How do you give yourself the best chance of delivering a project on time and on budget? Noveo Conseil assists program departments in terms of steering and coordination. The approach is intended to......

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• Western Europe

Whether launching a new product or entering a new geographical region, our work may involve sizing a market and evaluating its growth potential, mapping the competitive environment to understanding where the white space lies, or surveying potential customers in that market to evaluate the need....

relevant regions

• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

We have advised several vendors and service providers on how they might expand their presence either into the UK Wealth Management market or from the institutional sector into wealth management. We have assisted our clients in many ways: Conducting a functional gap analysis, e.g. the functionality needed for UK tax wrappers......

Service areas include: Pre-merger Post-merger Wirehouse acquisitions ...

As a technology company, Altus invests heavily in staying up to date with advances in technology and our digital team can distil that knowledge to shape the most effective solutions for your organisation. Over recent years we have worked with many financial services companies to deliver their customer experience solutions. Mobile capability......

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• Western Europe

Trust services Partnering with National Advisors is the ultimate trust relationship. You have spent years building relationships with clients who trust your judgement.  You need a trust services partner you can depend on to help preserve and strengthen the enduring relationships you have created with your clients. Working together, we help......

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• North America

We help our clients leverage fintech ecosystems and technology to rapidly enter new markets while protecting the core services of their business....

relevant regions

• North America
• Western Europe

Asset Managers & Owners Active and passive long-only, hedge funds, family offices, pension funds. Wealth Managers Universal banks, private banks, independent advisors. Technology & Service Providers Fintechs, data providers, asset servicers....

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• Western Europe

Where to play Identify new markets, strategize for growth, prioritize investments What to build Foresee demand, craft a unique value proposition, test the market How to win Segment, message, and reach your target audience Where to play Omdia allows you to strategize for tomorrow and accurately identify, assess, and size growth opportunities, with a forecast for how......

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• Asia
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• South America
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Our people provide first-class collaboration and the strategic design principles and guidelines, which enable us to construct the core pillars of a model – people roles and responsibilities, process design, technology deployment, data management and governance and the integration with third party service providers. Functional and technical models Governance and control framework Operating......

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• Western Europe

An operating model with simplicity in its design and built for speed, scalability, and stability enables competitive time to market, facilitates an expansion of your offering and your operations. A good operating model is key. Current operating model assessment Target operating model design Complementation & Outsourcing  ...

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• Western Europe

It is widely understood that there is no one single solution for the ideal operating model for a particular firm. There will often be constraints such as existing IT systems and interfaces that need to be retained and these can sometimes limit the options available for building the Target Operating......

Definition and implementation of the Target Operational Model In a rapidly changing economic, regulatory and technological environment, finding a balance between customer needs, operational efficiency and risk management is imperative. How to optimally mobilize stakeholders to define an efficient operating model? Noveo Conseil supports you by integrating your business challenges and your constraints......

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• Western Europe

Operational efficiency should always be a topic: optimize processes, avoid media ruptures, correctly apply the available tools and systems. Are your operations efficient? How frequently do you check the relevant key performance indicators (KPI)? We offer our expertise in front-, mid- and back-office operations to achieve your operational efficiency. With hundreds......

Supporting the investment operations function is a key part of our service offering. With consultants who’ve spent their entire working life in the industry, we have extensive experience of investment management vendor offerings and understand the business workflows and processes of this mission-critical function. Whether you’re looking to upgrade your systems or......

Running successful operations today means having a vision for tomorrow. Our experts are your guide to efficiency and effectiveness—your competitive advantage. This is no time to rest on your laurels; today’s businesses need a clear plan for tomorrow. Now more than ever, creative strategies and forward-looking management are the keys to......

Agile and lean organizations with strong process orientation improve stakeholders engagement, service quality, time-to-market, and team productivity. This, ultimately grants organizations a long-term edge with faster and more manageable growth. Read more below about our offerings and how we can support you. Business & Organization Business Process Management Operational Risk Management & Internal......

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• Western Europe

We appraise the operational contribution of major support functions and suggest practical improvements to drive better accountability and responsibility for key tasks. We work with back, middle and front office teams to understand responsibilities, task management and hierarchy. Our frameworks and incentives approach helps achieve buy-in which results in step......

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• Western Europe

A client’s Target Operating Model (TOM) is a vital part of their organisational strategy. People, processes and technology are essential components of any TOM, and therefore essential to achieving your strategic vision. Axxsys’ Organisational Strategy Service is offered to clients across the industry, including asset managers, wealth managers, insurance companies, pension......

We develop new career paths outside the traditional managerial route, identifying the behaviours and skills required for organisations to succeed in an increasingly complex, regulatory and technology driven environment. Behavioural standards definition Job enrichment Organisational climate analysis Technology career path design and implementation ...

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• Western Europe

Ongoing volatility has highlighted the importance of governance models, the consequences of deceptive incentive schemes, and the inadequacy of risk management practices across the financial institutions industry. The problems that have been exposed have occurred throughout organizations, both in terms of overall strategy (such as major portfolio and risk decisions)......

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• Asia
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• Middle East
• North America
• Oceania
• South America
• Western Europe

durhamlane has worked tirelessly to refine every aspect of the sales process, because we passionately believe there’s a better way to sell. Working across the sales cycle end-to-end, we offer a proven, honed and structured methodology which sets the standard for sales effectiveness. We call it ‘Selling at a Higher Level’,......

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• North America
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Our unrivalled knowledge helps a client address the critical challenges and move to an optimal outsourced model. Benchmarking service and fees Contract and commercials negotiation Outsourced dealing and outsourced trading Oversight and resilience including ‘Dear CEO’ Partner selection Relationship review Service level standards Sourcing strategy & provider options Supplier management framework ...

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• Western Europe

Cut to the chase Ask the right questions to find the right answers quicker. Get up to speed on the service provider landscape with our outsourcing expertise. We’ll help you quickly narrow down your options to find the best partner by leveraging our deep library of RFI and RFP documentation. Having resources......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

With PEAK, you assess the key capabilities of your organisation as often as you require, allowing you to measure the impact of your investments over time and to shape your change portfolios in response....

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• Western Europe

Phase 1 Revenue impact analysis What’s the impact of current channels on reach and revenue? Where are there opportunities to scale? Do they have the appropriate marketing operations, analytics and reporting structure in place to measure success and find opportunities for optimization? Team structure assessment Where are there gaps in roles, responsibilities, or skill......

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• North America

Operational processes are dependent on information exchanged with your counterparties. To achieve your firm’s goals of efficiency and accuracy you need an expert who works with your counterparties to design and optimize their operations that deal with you. Our Periscope Advantage™ Consulting gives you the perspective of a specialist trusted advisor who sees the......

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• North America

Remote Profiler is provided by JTIP, a PGI Company. JTIP uses intelligence skills and psychological insights to help Governments and corporate clients identify and manage risks....

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Political and economic analysis and forecasting - scenario analysis and strategy consulting - political risk governance programmes Awareness of political and economic risks is the foundation of your organisation’s resilience: they are the drivers of most other risks. Consulting, analysis and forecasting Control Risks has an unrivalled global team of political risk analysts who,......

Our service includes: Daily online reporting Detailed Portfolio valuation Portfolio performance Realised/Unrealised CGT Transaction summary Asset allocation Investment income Mail house services ...

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• Oceania

There is a lot of risk out there: Privacy will soon be the law of the land and security threats abound. This is not simply a question of managing risk or minimizing financial loss; this is now a fundamental question of trust. Any decline in trust — real or perceived......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We support our clients in developing and adjusting product strategies for both traditional and alternative investments. This includes reviewing and optimizing product portfolios, developing innovative new products, and quickly bringing products to market....

Free up your team Program management requires rigor, due diligence, and attentiveness—do you have the resources for the job? Even the best program strategies can be waylaid by resource constraints. To see an ambitious program through, you need a dedicated program management office to ensure key deliverables are on-time and on-budget, with......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Delivering a project or programme, or multiple projects, has lots of challenges. It might be that your corporate environment is continually changing, or maybe there are cultural challenges in implementing new things, or maybe there is just too much to do and not enough time (or people) to do it.......

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• Western Europe

Focusing on results A strategy for fast-track, profitable growth We are in the business of transformation, known for our focus on and commitment to achieving results. We combine strategy, technology and management consulting expertise to help organisations succeed, with an understanding of how business works and a knowledge of how the right......

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• Eastern Europe
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We offer a full range of enterprise consulting solutions that work together to form a comprehensive, end-to-end solution with the scalability and vision to help. Leadership Strategic advice Practice evolution Maximizing human capital and team performance Business transition planning Our offerings Leadership The effectiveness of a leader is defined by the quality of the results they produce.  Our......

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• North America

Our knowledge and foresight ensure that a client is compliant but also benefits from strategic planning. Change implementation Impact and opportunities analysis Operating model design Regulatory advice for the buy and sell-side including SFTR and CSDR Regulatory assurance Regulatory driven change Regulatory reporting ...

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• Western Europe

Mosaic has a deep understanding of financial services regulation and the strategy-first process of developing interpretative frameworks to derive policy, process and functional implementation plans....

relevant regions

• Asia
• Oceania

The Value of Insider Intelligence Reports One of the biggest advantages Insider Intelligence clients receive through our reports is agility. We craft our reports to provide clients with the data they need, when they need it, to make decisions allowing them to adjust and adapt to changing market dynamics. Furthermore, these......

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• North America

In IAWMC's opinion, the gathering and documenting of requirements is an essential first step in any project. Without requirements, scope cannot be controlled and even more worryingly what is delivered may not be what was required or expected. There have been several high profile projects that have failed due to......

Our research offering We offer four main services: Pay-as-you-go research - Quick and convenient, our pay-as-you-go service enables you to purchase just the research you need straight from the ResearchStore page. Corporate subscriptions – This is the most cost-effective way of gaining access to a larger number of research pieces. You can subscribe by topic or stream,......

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• Western Europe

Research areas AI in Fintech AI in Retail Alternative Lending B2B Money Transfer Banking Automation & Roboadvisors Blockchain Blockchain Enterprise Survey Blockchain for Financial Services Commerce Survey Contactless Payments Digital Banking Digital Commerce Digital Commerce Coronavirus Analysis Digital Commerce Regional Analysis Digital Domestic Money Transfer Digital Identity Digital Money Transfer & Remittances Digital Wallets Direct Carrier Billing Fintech Futures Future In-Store Retail Technologies Insurtech International Digital Money Transfer IoT in Finance Mobile & Online Remote......

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• Western Europe

The future ahead of your company is more uncertain than ever. Pressure to adapt is increasing. That's why RPT@Roland Berger gives you comprehensive support in coping with entrepreneurial challenges – in day-to-day business operations, but also in special circumstances such as industry upheavals, changes in regulations or new capital requirements. We......

At the conclusion of an engagement, whether it be an RIA set up, technology implementation, M&A integration, etc., many clients have requested continuing advice, counsel, and coaching as it pertains to the recently completed project. PFI advisors is happy to offer Retainer Services, typically renewa...

Heightened standards and significant investments have increased the size and scope of responsibilities for risk and compliance functions. Expansion often is a fertile ground for inefficiencies to risk and there is ample room for effectiveness across all three lines of defense while stabilizing or lowering costs. Often overlooked as success......

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• Asia
• North America
• Western Europe

Risk management is not the responsibility of a single department It is the responsibility of everyone, from the chief executive down. Past corporate failings have been attributed to lack of accountability, strategy and transparency. Tougher expectations by regulators and other stakeholders now mean that corporates and financial institutions should demonstrate better discipline,......

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• Eastern Europe
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Roland Berger enables corporations to define their digital purpose and achieve a shift towards new business models, while tapping into new revenue pools. With more than 400 experts across 14 economic branches, Roland Berger leverages an effective network of more than 90 technology partners within its Terra Numerata™ ecosystem. Instead of binding......

Our practice includes experts in top-line growth, innovation, and marketing and sales to help our clients address these shifting dynamics through a variety of strategies: Creating customer value. Fundamentally, customers remain loyal because of superior value propositions and experiences. In an environment where consumers often have less wealth, lower incomes, and more......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Sales and marketing excellence is essential if you want to stay ahead of your competitors. Regardless of whether you are a B2C or B2B company, you will only win the race for the customer and deliver constant profit growth if you are able to build a powerful sales and marketing......

It is not uncommon today to find that individuals involved in compromising a company’s intellectual property (IP) are a combination of current or former employees, competitors, trusted customers, distributors, or vendors. For this reason, the security equation must encompass issues of management structure, operational security, and cyber security. Protecting your intellectual......

While many consultants view security strictly from the electronic system perspective, our security planning philosophy is grounded in our experience designing comprehensive security programs for clients across a multitude of industries. In our approach, we balance the three basic elements of security: architecture, operations and electronic systems. Under this philosophy, we......

We can help you, but beware that family offices are very complex businesses and require skill and knowledge to set them up correctly and effectively. Too often, we find that there is no clear objective or soaring costs, which result in a change in direction or a closure of the office. Family......

relevant regions

• Western Europe

The risk management maturity of an organization is measured along six distinct components which allow firms to manage their risk profile. ...

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

You already know that data-driven personalization is key to success in the digital era. Investing in the Sitecore Experience Platform (XP) is the first step in harnessing the power of data. The second? Working with digital marketing strategists who fully understand all that Sitecore XP has to offer, so you can maximize......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

By implementing a new Sitecore platform, you’re making an investment in your company’s future. Make the most of it with Sitecore Value Realization Services. Leverage the insights of our technical consultants, who have a holistic understanding of the marketing technology ecosystem, advanced knowledge of upcoming features, and first-hand experience with......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Leverage off an award-winning service, backed by an award-winning SMSF software – Class Super Here’s the challenge, you want to focus more time on providing high-value advice to your clients but have been frustrated with the way your client’s SMSF administration and compliance is being managed. With minimum hassle, maximum efficiency......

relevant regions

• Oceania

When dealing with other SMSF Administrators, you may be passed around the office as staff come and go. Your work may be outsourced to an overseas data entry centre without your knowledge or completed by graduates who are still learning the basics. At Super Know How, all of our staff are......

relevant regions

• Oceania

We’ll look after all the transaction processing and compliance-related work for your client’s SMSF. Our packages range from simple transaction processing and accounts preparation through to a complete solution that includes audited accounts with tax return preparation and lodgment. Your dedicated account managers are on hand to provide you with general advice......

relevant regions

• Oceania

SMSF Establishment SuperGuardian facilitates quick and simple establishment of your self managed fund. We provide you with your establishment kit with simple and easy to understand documentation within 2 – 3 business days of receipt of your application form. Your establishment includes: The SMSF trust deed Minutes and all documentation relating to the establishment of......

relevant regions

• Oceania

Definition and implementation of the strategic vision In a highly competitive market, we are witnessing major changes: drop in revenues, regulatory pressure, changes in customer expectations, industrialization of production activities, etc. How to define a strategic vision in an environment in perpetual motion? We support you to set the course, unite your teams......

relevant regions

• Western Europe

Political and economic risk consulting - political and economic analysis and forecasting - scenario analysis and strategy consulting - business intelligence Strategic and business intelligence from Control Risks supports you when you are seeking markets and growth opportunities that align with your organisation’s risk tolerance, and reinforce brand and shareholder value. Our combination......

Gain valuable perspective Learn how your peers approach their technology and operations challenges. Peer benchmarking is key to determining your future state and how to get there. From financials to architecture, we have unmatched perspective on industry practices and metrics. We’ll help you glean key insights on what works for others—and what......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Improving employee engagement can be quite an emotive affair and common employee engagement surveys don’t always pinpoint the most compelling themes that will engage your employees. Clear focus on the right things Strategic Employee Relationships (SER) measures your organisation’s performance against your employees’ real expectations of an ideal organisation, pinpointing ways in......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Strategic intelligence Market entry / exit Political analysis Government relations & advocacy ...

relevant regions

• Middle East
• North America
• Western Europe

Need optimal results from your sales relationships? If you want to improve sales skills, make smarter hires and define where and how your sales people should be focussing for maximum impact, then our Strategic Sales Relationships (SSR) programme is for you. We see many organisations are focused on training sales teams how......

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• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Strategies for Growth is a consulting proposition formed of three pillars: Strategic Alignment: Development or refinement of the right go-to-market strategy and alignment of vision, resources and capabilities to ensure effective execution of strategy Skills & Processes: The development through training, coaching and workshops of the skills needed by leadership and sales/client management teams......

relevant regions

• North America
• Western Europe

A decade of volatility in the financial services industry and the global economy at large have brought to the forefront the need for clear and explicit strategies. Higher capital requirements for financial institutions make investors more selective; investors will readily discount financial institutions with unclear strategies, questionable portfolios, or perceived......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Our consultants have a vast amount of experience in helping large asset managers create and deliver a successful strategy. We take a top-down approach to converting your management vision into a sustainable solution. Although each client’s needs are unique, our teams can add considerable value through their long industry experience, whilst......

As disruptive new technologies emerge and sector convergence sets industries on collision courses, both opportunities and threats present themselves in the shape of new markets, propositions, channels, capabilities and behaviors. When organizations from different industries meet in the market for the first time, and when disruptive new entrants are added......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Unfortunately, too many companies develop strategies without fully thinking through their possible consequences. Then they hope it will pan out. But hope is not a strategy. We once had a client who launched an aggressive growth initiative. The company attacked almost all of its competitors with low prices. The result? The......

The headwinds facing the Wealth Management industry can seem overwhelming; market conditions have added cost pressures, creating a drag on profitability. Managers have the challenge of delivering growth at a lower marginal cost, in a constrained environment, with far greater volatility. Yesterday’s strategy is no longer fit for purpose. Managers......

Political risk governance The traditional challenges of getting it right in emerging and frontier markets frequently now impact investors in jurisdictions once considered benign. We can build and strengthen your internal ability to monitor and evaluate political risk. From a gap analysis of existing programmes to comprehensive design and training, we......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Business & Organization Business Strategy Corporate Governance Investment Strategy Products, Services & Markets Value Proposition Product & Market Strategy Technology Technology Strategy Ecosystem Strategy ...

relevant regions

• Western Europe

In theory, every strategy is a bundle of measures that can be expected to increase an enterprise’s economic performance to a new, higher equilibrium. The greatest challenge is developing this strategy complementarily to the entrepreneurial culture, identity, and to the customer identity. Only enterprises that take these elements into account......

relevant regions

• Western Europe

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......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

TabbFORUM is the site for thought leadership on important issues affecting global capital markets. Launched by TABB Group in February 2010 exclusively to capital markets professionals, TabbFORUM is “where capital markets speak” — it’s the place for exchanging ideas and information, finding out what your colleagues in the industry are thinking about and......

relevant regions

• North America
• Western Europe

Whether you want to optimize your organization, processes or systems infrastructure, or enter new markets, a Target Operating Model helps you with the practical implementation of your vision. While the strategy defines what, how and why you are taking the next steps, the Synpulse Target Operating Model offers you methods......

Emerging technologies and changing business models are driving a shift in the role of IT - from leveraging technology in support of the business, to the higher, more strategic goal of protecting and enhancing business value. Today, it is critical that you have strong IT processes and practices to ensure......

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• Asia
• North America
• Western Europe

Expert Insights You Can Trust Don’t settle for calls lead by analysts hired by the expert network or tenuous compliance practices. We pride ourselves on delivering world-class call quality, best-in-class compliance, and calls without a markup. Custom Recruiting for Every Project Instead of stale databases, we leverage dynamic platforms like LinkedIn, Google, and......

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• North America

Over a decade ago we launched A Meeting of Minds to provide a platform for the financial services industry to share best practice; be inspired; and work through the biggest challenges facing their businesses. The end goal was always to identify areas where collectively we could try to drive change......

The stats tell the story: 64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels. So here's the question: What are you doing to ensure that......

relevant regions

• North America

The service, offered in partnership between The Wealth Mosaic, MDWG Consulting and GrowthProvision, is designed to support your business to: Increase sales revenue Build growth and scalability Improve brand awareness and visibility Is this you? A WealthTech software company Primarily focused on the UK market, or looking to enter or grow in the UK market You have a......

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• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

The Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Comprehensive threat and vulnerability assessments are essential to securing your organization. Our multidisciplinary approach looks at security from every angle to mitigate risks — from the physical environment to the human element to the role of technology. Effective security starts with a clear understanding of your vulnerabilities. We can help you......

Axxsys takes a top-down approach converting management visions to sustainable solutions. Each client is unique, but we leverage our experience, Axxelerators and proven methodology when working with clients on defining the business and technology strategy. At the heart of our strategic services is our Targeting Operating Model (TOM) framework where......

PGI offers a wide range of training and advice that gives you the skills needed for your organisation to avoid risk. An example of some courses include cyber security, leadership and management, lawful interrogation, source handling and operational security....

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

We have client relationships with many of the world’s highest quality wealth and asset management firms. Our advice is global and focuses on the capital agenda, which helps us provide a full range of integrated services that are aligned to the objectives of our wealth and asset management clients. Whether you’re......

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• Asia
• Middle East
• North America
• Oceania
• Western Europe

Our key differentiator is an ability to engage at all levels of the change cycle, from business strategy and change management through to design, implementation, deployment and daily operation. We seek to embed deep business know-how and technological expertise into all change disciplines, believing this to be an essential part of......

relevant regions

• North America
• Western Europe

Coming up with a new solution for a business problem is only the tip of the iceberg. Beneath the surface lies the remaining 90 percent – the transformation and implementation work that makes the new approach stick in the organisation. Only then, the desired impact on profit and growth can......

Even the best strategies and initiatives will fail to deliver results without the right implementation. By centralizing accountability, for example, change management projects are more likely to happen on time and achieve the expected results. Paradoxically, centralizing responsibility also makes it easier to involve more players in the organization. Our well-established......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Analysis of platform data, technology, pricing and adviser sentiment. We plot trends in the adviser platform landscape and analyse performance based on AUA, sales and the views of financial advisers....

relevant regions

• Western Europe

Quantifies the growth of online investment distribution and how self-directed investors access services. We analyse direct platforms and a wide range of non-platform direct-to-consumer services....

relevant regions

• Western Europe

Developments and trends within the UK financial advice market. Individual reports focus on key topics and include insights on the attitudes and behaviour of financial advisers....

relevant regions

• Western Europe

The structure and trends of the wealth management market, including direct distribution to private clients and via third-party advisers. Analysis of wealth management firms helps to identify opportunities and threats, as well as supporting strategy and proposition development....

relevant regions

• Western Europe

Valuation is important. So, we approach it like a science. With over 180 valuations under our belt, we are able to tear your company apart economically and put it back together again using a 30,000-cell proprietary Discounted Cash Flow (DCF) model. And you are along for the ride. Each valuation......

relevant regions

• North America

We help our clients increase their profitability and efficiency by analyzing the various dimensions of their organizational structure and activities along the value chain. Our proprietary cost and talent data bases allow us to provide our clients with customized benchmarks helping them make the right business decisions....

What We Do We help you accelerate growth We work with mid-market companies to understand how they can realise new value and, using our tried and tested tool kit, we help them deliver it. With deep experience in digital transformation and innovation, our approach reflects that of the world’s most successful tech......

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• Western Europe

What We Do We work with mid-market companies helping them prepare for investment or sale. Our independent view of the business helps all parties understand what your business is today, where it could be, and how to get there. There’ll be no surprises with Armstrong acting as your trusted advisor and......

relevant regions

• Western Europe

What We Do Listening to your customers to help you understand them We work with companies to help them understand what their customers want, how they get it, what they think about the business and how to develop it. We’ll tell you how to improve frontline performance, raise barriers to switching, grow......

relevant regions

• Western Europe

Combining expertise from across the industry and an in depth knowledge of the regulation, Altus has developed the Vulnerable Customer Training Series exclusively for financial services organisations to assist firms in delivering the skills & capability to satisfy the regulator. Vulnerable Customer Training Series The training series offers financial services organisations access......

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• Western Europe

With our expertise, we can help you meet the dual challenges posed by investor performance demands, and growing expectations for an enriched customer experience....

relevant regions

• Asia
• Oceania

Our clients are seeking deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, IT and operations, and sales and marketing. We also partner with clients to develop sound observations about the future state of the industry, and to......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

An onslaught of new regulations, demographic shifts in client composition and behavior and disruptive technological advance have combined to change the playing field for this high growth industry. The traditional wealth management industry business model is increasingly outdated. Separation between ‘best in class” providers and the rest of the field......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Issue Alongside aging core systems, operations functions are often constrained in delivering world-class services by inefficient processes and the challenges of scaling operational teams with increased business demand in critical areas such as KYC and onboarding. Existing operations are often in high-cost locations, co-located with the front office for convenience. Our solution Our wealth......

Strategize Product discovery Value proposition & market fit Portfolio analysis Vision and concepts Design Design thinking Design sprints Rapid prototyping & site maps Elaboration & interactive prototypes Hi-res visual designs Build Lean software development Full-stack engineering Solution architecture Automation & Cloud Security ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We are a mix of strategists, creative directors, designers, writers, media strategists, digital marketers, developers and relationship builders. We’re committed to creating vibrant and relevant brand experiences on every level. What we do An enterprise transformation partner Together with Designit, we are an innovation-led, enterprise transformation partner built for today’s digital challenges. We focus......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
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• Western Europe

Providers need to meet these expectations with maximum flexibility. While their main focus should be customer loyalty – from both existing and new clients – they also have to build up their product portfolio and brand. Using data-driven banking and customer-oriented end-to-end solutions, Zühlke can help adapt your existing systems......

relevant regions

• Asia
• Eastern Europe
• Western Europe