Business Strategy & Advisory

Business Strategy & Advisory services are critically important for firms to define and then achieve their desired business objectives. Our Business Strategy & Advisory business need is a resource to support your discovery, understanding and engagement of all types of solutions, solution providers and relevant knowledge resources to this important area.

  • Total Solutions257
  • Solution Providers119
  • Knowledge Resources170
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Featured Solutions

Fribourg, Switzerland

Advisory Services

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
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Fribourg, Switzerland

Board Positions

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
Relevant Regions
Fribourg, Switzerland

Partnerships

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
Relevant Regions
London, United Kingdom

Engineering - Turbo Traction

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
Relevant Regions
London, United Kingdom

Expert Laser – Laser Coach (Masterclasses)

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
Relevant Regions
London, United Kingdom

Expert Laser - Laser Consult

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
Relevant Regions
London, United Kingdom

FinTech Strategy

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
Relevant Regions
London, United Kingdom

Product Development & Governance

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
Relevant Regions
London, United Kingdom

Project Management

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
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Godalming, United Kingdom

A Meeting of Minds

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
Godalming, United Kingdom

oneMIND

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

All Solutions

London, United Kingdom

Accelerate digital transformation

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......

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London, United Kingdom

Advice

Across both business and technology, we bring substantial expertise in strategy development, organisational transformation, architecture and risk management. We have built a reputation for being experts within our industry; with fresh forward thinking, dedication and discretion. We provide advice that assists our clients in achieving outstanding results for their business. Our management......

Boston, MA, United States

Advisory

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......

London, United Kingdom

Advisory

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......

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London, United Kingdom

Advisory

We develop world-class risk management capabilities by providing expert advice, guidance and implementation support across the full spectrum of financial and non-financial risk domains. Our teams of industry practitioners, ex-regulators and expert consultants work with clients to develop risk strategy, risk frameworks and policies, risk models and organisational capabilities in......

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London, United Kingdom

Advisory

For selected clients we offer a range of strategic level advisory services, including: Outsourced CTO Product owner Board advisor Through our partner network we offer access to market leading advice and guidance on: Cyber security Network and systems Benefits: Expert knowledge: Access to a senior team of individuals bringing experience across: Designing and building technology products.  Selecting and buying technology......

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Zurich, Switzerland

Advisory

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......

Dublin, Ireland

Advisory Effectiveness

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......

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London, United Kingdom

Advisory Services

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......

Chicago, IL, United States

Agile and differentiated operations

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......

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London, United Kingdom

Assurance

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......

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Boston, MA, United States

Bain Consultancy Services

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......

Tysons, VA, United States

Banking and Capital Markets Consulting

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......

Muenster, Germany

Banking Consulting

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......

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New York, NY, United States

Banking Digitalization

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......

Eschborn, Germany

Banking Services

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......

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London, United Kingdom

base60

Our services and Ethos Our business model and delivery framework centre upon a service structure and workforce that facilitates the consulting model that we believe our clients need to achieve their goals. Business strategy We enable our clients to formulate an achievable vision and strategy that can align the organisation towards shared goals......

Boston, MA, United States

BCG Consulting for Financial Institutions

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.......

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Denver, CO, United States

Beacon Strategies Enterprise Consulting

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....

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Boston, MA, United States

Benchmarking Services

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......

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Zurich, Switzerland

BHFS Consulting

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......

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Redondo Beach, CA, United States

Breakaway/RIA Set-Up

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......

London, United Kingdom

Business Analysis

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......

London, United Kingdom

Business Change and Cost Transformation

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......

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New York, NY, United States

Business Consulting

Business dynamics within the financial services and insurance industries are changing fast. Regulatory burdens, revenue pressures, cost income ratios, and digital disruption are competing agenda items for stakeholders across the business. Synechron Business Consulting provides expert management consulting services to global financial services and insurance organizations, in areas related to......

relevant regions
London, United Kingdom

Business Integration

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......

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London, United Kingdom

Business Model & Strategy

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,......

Zug, Switzerland

Business Model Transformation

We firmly believe that business models need regular maintenance! Too much is going on in society, customer behavior and the economy, often generated by digitalisation. Disintermediation and value migration has also been the undoing of many companies. In our experience, companies still wait much too long to review their business models......

Wilmslow, United Kingdom

Business Monitoring

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......

London, United Kingdom

Business Planning

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....

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Paris, France

Business Process Outsourcing

We support our clients in identifying their business process needs and sourcing and onboarding business process partners to outsource to. We draw on our global network of business process outsourcing providers and extensive private banking experience to deliver business process solutions that work in practice. Our approach involves: Building the business case by......

London, United Kingdom

Business Strategy

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 ...

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London, United Kingdom

Capco Digital

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......

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Paris, France

Capgemini Wealth Management Services

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......

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San Francisco, CA, United States

CapitalWorks

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,......

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London, United Kingdom

Change

Embracing change, however big or small, is often fraught with internal challenges due to ambiguity in measurable value and success criteria. Brickendon present clearly defined change solutions, supported by evidence, to achieve confidence within our client organisations. We can offer Brickendon solutions to successfully facilitate and transform business and technology change in......

London, United Kingdom

Change Management

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
London, United Kingdom

Change Management and Delivery

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......

Zurich, Switzerland

Client Lifecycle Management

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......

Paris, France

Client On-Boarding

We advise our clients on how to improve the client onboarding process, from reducing inefficiencies to developing onboarding guidelines to make the client experience seamless, to create a seamless customer experience. We optimize the client onboarding process in the following ways: Analysis of existing client onboarding processes Identification of bottlenecks, inefficiencies and risks Benchmarking......

London, United Kingdom

Client Service

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 ...

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Teaneck, NJ, United States

Cognizant Digital Business

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,......

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Teaneck, NJ, United States

Cognizant Digital Systems & Technology

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......

Teaneck, NJ, United States

Cognizant Front-Office Optimization

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......

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Teaneck, NJ, United States

Cognizant Front Office Target Operating Model

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......

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London, United Kingdom

Commercial Intelligence

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

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Edinburgh, United Kingdom

Communications

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......

Marshfield, MA, United States

Complete Transition Support

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,......

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London, United Kingdom

Complex Change and Business Transformation

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 ...

Newtown, PA, United States

Consult

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......

Wilmslow, United Kingdom

Consultancy

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......

Edinburgh, United Kingdom

Consultancy

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......

London, United Kingdom

Consulting

Experts in every aspect of the product lifecycle.  Discovering the growth opportunity Focusing on just shipping code as fast as you can is a huge risk to the success of your venture. Mitigate that risk by understanding the dynamics at play between your customers and competitors to discover your growth opportunity. Designing a......

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Boston, MA, United States

Consulting

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......

San Francisco, CA, United States

Consulting

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......

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Zug, Switzerland

Consulting

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......

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New York, NY, United States

Core Business Operations Consulting

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......

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Zug, Switzerland

Corporate Governance

Complying with the law and with certified governance processes is not nearly enough: the shareholder structure and the composition of the board are also key elements that can be responsible for success or failure. We have very successfully helped clients to change ownership structures that were hindering the development of the......

Zurich, Switzerland

Corporate Governance and Organization

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......

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New York, NY, United States

Corporate Strategy

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....

Zug, Switzerland

Corporate Strategy

Strategy is about looking well ahead to secure the long-term development of the company. This starts with a ruthless assessment of the products and services in relation to the customers’ needs and the competitors’ position. Today more than ever, it is crucial to understand the mechanisms that will transform your industry:......

Boston, MA, United States

Creating agile enterprises

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....

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Toronto, ON, Canada

Customer Acquisition & Growth

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. ...

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Cambridge, MA, United States

Customer Experience Advisory

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......

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London, United Kingdom

Customer Experience Transformation

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......

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Cambridge, MA, United States

Customer Insights Advisory

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......

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Zurich, Switzerland

Customer Intelligence & Data Capabilities

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......

New York, NY, United States

Customers & Distribution

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....

Laverton, VIC, Australia

CX Advisory, Insight and Implementation

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

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London, United Kingdom

Cyber Security

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......

London, United Kingdom

Cyber Security

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......

London, United Kingdom

Data Management

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......

London, United Kingdom

Data Management

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......

London, United Kingdom

Data Strategy

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......

London, United Kingdom

Data & Technology Solutions

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......

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Winston-Salem, NC, United States

Decision services

Oakbrook specializes in the implementation of business strategy to achieve your targeted goals including: Digital transformations Improving operations for cost reduction Recovering initiatives in distress Scaling capabilities for new business Technology and operational assessments  Oakbrook expertise enables us to render assessments efficiently and effectively. These assessments serve as the center point for additional consulting services that......

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Cardiff, United Kingdom

Delio Expertise

With decades of collective experience at top tier financial institutions, Delio's team can deliver a wide range of services that support the development of private market propositions. Whether you’re new to private markets, looking to enhance an existing solution or need bespoke advice on the most technical of challenges, we can......

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London, United Kingdom

Digital

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......

Frankfurt, Germany

Digital Advisory

Meet today’s challenges For the optimisation of the value chain and customer communication you need digital innovation. Ever more bank customers are at home in the digital world, or have recognized the benefits of digital processes. This new challenge—as well as the restrictions by the European banking regulator—can only be met......

Tysons, VA, United States

Digital Bank Transformation

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,......

Bangalore, India

Digital Core Capabilities

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......

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San Jose, CA, United States

Digital Experiences

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......

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Frankfurt, Germany

Digitalisation

Your digital alignment: professional and regulatory Digitalisation is not an end in itself: Customer behaviour and requirements concerning an up-to-date interaction, effectiveness of customer approach, but also cost efficiency and regulatory compliance regarding customer interaction are key drivers for the digitalisation. The multi-layered requirements, especially when it comes to the implementation......

Bangalore, India

Digital Operating Models

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......

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Paris, France

Digital Strategy

We take a customer centric approach to developing digital strategies.  We work with our clients to understand their customer base, digital behaviors and private banking needs. From there, we align our clients' business strategy and value proposition to ensure we develop digital solutions that resonate with their customers and also leverage their business......

New York, NY, United States

Digital, Technology, Analytics

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....

Cambridge, MA, United States

Digital Transformation

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......

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Menlo Park, CA, United States

Digital Transformation

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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Zurich, Switzerland

Digital Transformation & Client Experience

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......

Lucerne, Switzerland

Distinga Advisory Solutions

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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London, United Kingdom

Distribution & Product

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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London, United Kingdom

Do

When an objective reaches project execution phase, Brickendon have the delivery consultants to carry out the work and ensure your investment is rewarded with the end state you agreed and expected, with no surprises. We take responsibility and can work to a fixed price, ensuring you are not at risk of......

Boston, MA, United States

Due Diligence

Sample engagements include: Working with a private equity firm to provide technology due diligence on a leading trade technology vendor Helping a large private equity firm perform due diligence for a potential investment in the core banking space Working with a private equity firm to analyze a data management vendor for potential investment Evaluating the market......

London, United Kingdom

EFI Consultancy & Advisory

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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Cambridge, MA, United States

Emerging Technology

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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London, United Kingdom

Engage Change

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......

London, United Kingdom

Engage Leadership

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......

Boston, MA, United States

Engineering Transformation

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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London, United Kingdom

Enterprise Resilience

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......

London, United Kingdom

Enterprise Security Strategy

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......

New York, NY, United States

ESG Advisory

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......

London, United Kingdom

Essentia Consulting

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......

London, United Kingdom

Family Office Advisory Services

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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Zug, Switzerland

Finalix Business Consulting

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......

London, United Kingdom

Finance, Risk & Compliance

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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Schaffhausen, Switzerland

Financial Services Consulting

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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London, United Kingdom

Financial Services Consulting

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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Carlsbad, CA, United States

Fusion Financial Partners

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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Stamford, CT, United States

Gartner Consulting

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......

Stamford, CT, United States

Gartner for Business Leaders

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......

St Helier, Jersey, United Kingdom

Gibson Strategy - Consulting

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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Huddersfield, United Kingdom

Giving Advice

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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London, United Kingdom

GreySpark

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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San Francisco, CA, United States

GrowthBuilder

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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London, United Kingdom

Growth Strategy

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....

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Washington, DC, United States

Guidehouse Financial Crime Solutions

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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Washington, DC, United States

Guidehouse Management Consulting - Commercial Sector

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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Huddersfield, United Kingdom

Horizon

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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London, United Kingdom

Implementation Services

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......

Bath, United Kingdom

Industry Models

Built-up over a number of years using proven engineering techniques, our models provide a blue-print for the structure and operation of an FS organisation. We take enormous care in constructing and maintaining our models to reflect the latest industry understanding, regulation and market context, and we present them in a......

London, United Kingdom

Information Governance

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......

Cambridge, MA, United States

Information Technology Advisory

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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Bangalore, India

Infosys Consulting

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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Zurich, Switzerland

Interim Management

Special situations with missing internal management capacity at C-level requires an interim manager. ricma has supported clients in such transition phases which have occured during mergers. Our team of leaders has a proven track record of success in filling  position like CIO or CTO. We are able to provide interim......

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Bellevue, WA, United States

Invent Elite

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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London, United Kingdom

Investigations, Litigation Support & Asset Tracing

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

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Zug, Switzerland

Investment Advisory

When the private or institutional investor is not satisfied with the performance of his investment, we generally step in and take an executive co-management role, thereby legitimising our participation by putting “our skin in the game”. Taking full advantage of the broad scope of our skills, we start hands-on “consulting and......

San Mateo, CA, United States

Investment Banking Services

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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London, United Kingdom

Investment consulting for institutional investors

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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London, United Kingdom

Investment Management

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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Boston, MA, United States

Investment & Wealth Management

Overview 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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San Mateo, CA, United States

Investor Solutions

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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Munich, Germany

IT Transformation

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......

London, United Kingdom

JDX for Change

Our change management consultants undertake specialised training through the change management programme, which is supplemented by PRINCE2® Foundation and Practitioner qualifications. The change programme is both practical and theoretical and is structured around the project lifecycle....

London, United Kingdom

JDX for FinTech

All Fintech consultants have relevant technological or mathematical qualifications and go through the core JDX Academy covering financial markets products, processes and regulation. They also undergo a specialised Fintech curriculum which covers development methodologies, programming languages, tools and testing in core technologies, platforms and services....

Zurich, Switzerland

Leveraging External Asset Manager

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......

San Francisco, CA, United States

M&A Guidance

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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Zurich, Switzerland

M&A Integration

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......

London, United Kingdom

Management Consultancy

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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Toronto, ON, Canada

Management Consulting

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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Zug, Switzerland

M&A, Partnerships

Over the years, we have learned that M&A is not purely an exact financial science! It all starts with the ability not only to understand the advantages but also the risks of a transaction. On the other hand, too often egos and particular interests stand in the way of a......

London, United Kingdom

Market Entry

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....

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London, United Kingdom

Market Entry (Software Vendors & Service Providers)

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......

Redondo Beach, CA, United States

M&A Support Services

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

Paris, France

Merger and Post-Merger Integration

We support our clients throughout the change management process, starting from defining the target “One Bank”, designing the new organizational model and facilitating the transition through change management. We facilitate change in the following ways: Definition of the integration scope, from determining the degree of integration to identifying program work streams Articulation of......

Kansas City, MO, United States

National Advisors Trust

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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Boston, MA, United States

New banking models

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

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Zurich, Switzerland

Offering & Business Strategy

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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London, United Kingdom

Omdia Consulting

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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London, United Kingdom

Operating Model

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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Zurich, Switzerland

Operating Model Assessment & Design

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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London, United Kingdom

Operating Models

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......

Zurich, Switzerland

Operational Efficiency

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......

Zug, Switzerland

Operational Improvement

Independently of the strength of their strategies, there are numerous areas where companies can jeopardise their existence at an operational level. Very often, the main problem is not the strategy of the company but its poor execution. This starts by having the right people in key managerial and technical functions. Taking......

London, United Kingdom

Operational Services

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......

Bath, United Kingdom

Operations

Our approach to improving Operations is underpinned by broad industry models which enable us to consider the whole of an operation from multiple perspectives. In this way we can ensure that operational change projects don’t simply put out fires in one corner of the business only to light them in......

Munich, Germany

Operations

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......

London, United Kingdom

Organisational Appraisal and Function Realignment

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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London, United Kingdom

Organisational Design

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......

London, United Kingdom

Organisational Development

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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Chicago, IL, United States

Organization models and governance

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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Newcastle, United Kingdom

Outsourced Sales & Marketing

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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London, United Kingdom

Outsourcing

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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Boston, MA, United States

Outsourcing Evaluation & Selection Services

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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Philadelphia, PA, United States

PE Marketing Analysis & Planning

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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Columbus, GA, United States

Periscope Advantage Consulting

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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Bristol, United Kingdom

Personality Profiling

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
London, United Kingdom

Political and Economic Risk Consulting

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,......

Sydney, NSW, Australia

Portfolio Administration

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

relevant regions
Cambridge, MA, United States

Privacy and Security

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......

relevant regions
London, United Kingdom

Product Design

We design, build and help bring to market Cloud Native, Enterprise Ready Applications for finance sector clients. We provide the capacity and set of necessary capabilities to partner our clients and take their ideas for a financial digital service or product into a market-ready proposition. Point Group works either in an advisory......

relevant regions
New York, NY, United States

Product Strategy

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....

Zug, Switzerland

Program Management

Our Program Management practice addresses the challenge of implementing a new strategy, as well as turnaround situations in large complex, technology driven projects. It is about orchestrating different projects and initiatives; changing established structures and processes within a given timeframe and budget. Most companies do not have the type of skills......

Boston, MA, United States

Program & Project Management Services

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......

relevant regions
Edinburgh, United Kingdom

Projecting Consulting

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.......

relevant regions
Zurich, Switzerland

Project Management & Business Analysis

Running a successful project needs as strong project management combined with profound analysis. Our team of project managers has successful delivered projects in waterfall or highly agile environments. Our project managers are certified for example as project management professional (PMP) or Scrum master. This profound knowledge guarantees that our team knows......

relevant regions
London, United Kingdom

PwC Consulting

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......

relevant regions
Athens, GA, United States

Red Rock Advice & Consulting

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......

relevant regions
London, United Kingdom

Regulatory Driven Change

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 ...

relevant regions
Auckland, New Zealand

Regulatory Response

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
London, United Kingdom

Requirements Definition

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......

Basingstoke, United Kingdom

Research Services

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,......

relevant regions
Basingstoke, United Kingdom

ResearchStore - Fintech & Payments

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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Munich, Germany

Restructuring, Performance, Transformation & Transaction

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......

Redondo Beach, CA, United States

Retainer Services

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...

Menlo Park, CA, United States

Risk and Compliance

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......

relevant regions
Toronto, ON, Canada

Risk Consulting

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,......

relevant regions
Munich, Germany

Roland Berger Digital

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......

Chicago, IL, United States

Sales and distribution effectiveness

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
Paris, France

Sales Force Management

We guide our clients in maximizing the effectiveness of their sales force, articulating their commercial strategy and defining their key customer segments. We provide practical advice in the following ways: Analysis of commercial positioning and strategy Analysis of the main sales and advisory processes Definition and validation of commercial strategy, objectives, segmentation and value......

Munich, Germany

Sales & Marketing

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......

New York, NY, United States

Securing Intellectual Property

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......

New York, NY, United States

Security Planning

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......

London, United Kingdom

Setting up a Family Office

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......

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Paris, France

Sigma Map™ & Framework

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

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San Francisco, CA, United States

Sitecore Marketing Consulting

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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San Francisco, CA, United States

Sitecore Technical Consulting

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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Queensland, QLD, Australia

SMSF Administration

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......

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Sydney, NSW, Australia

SMSF Administration

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......

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Parramatta, NSW, Australia

SMSF Administration

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......

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Adelaide, SA, Australia

SMSF Establishment

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......

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Braddon, ACT, Australia

SMSF Services

Since being introduced as a retirement savings option, self-managed super funds (SMSFs) have steadily risen in popularity – and with them, so has the number of Australians needing help with SMSF. As a financial advisor, you play a key role in assisting Australians with successfully establishing and running an SMSF. From......

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London, United Kingdom

Strategic and Business Intelligence

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......

Boston, MA, United States

Strategic Assessment Services

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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Eastleigh, United Kingdom

Strategic Employee Relationships (SER)

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......

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London, United Kingdom

Strategic Intelligence

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

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Eastleigh, United Kingdom

Strategic Sales Relationships (SSR)

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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Southend-on-Sea, United Kingdom

Strategies for Growth

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......

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Chicago, IL, United States

Strategies that build shareholder confidence

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......

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Bath, United Kingdom

Strategy

Our broad industry understanding and rigorous approach enables us to quickly challenge impractical ideas and refine strategy to the point it can be implemented on the ground. Whether that be designing an operating model or shaping an outsource contract, our techniques turn art into science. There’s no such thing as a......

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London, United Kingdom

Strategy

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......

San Francisco, CA, United States

Strategy

We understand that technology innovations rely heavily on your culture and client expectations and are critical to any strategic decision. Your strategy and implementation partner With an evidence-based foundation To empower great decisions ...

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Toronto, ON, Canada

Strategy

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......

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Bonn, Germany

Strategy

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......

London, United Kingdom

Strategy & Advisory

Because we work with asset and wealth managers, and providers, across all the major financial centres, we’re able to show our clients the broader picture. We bring comprehensive insight into customer trends, new products, the regulatory agenda, and competitive threats and opportunities. Our wide experience gives us insight We have specialist expertise across......

London, United Kingdom

Strategy Implementation

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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Geneva, Switzerland

StrategyPod

Does everyone in the company understand your strategy in the same way? What does strategic alignment do for you? How can you expect focused implementation and effective value creation? We elevate existing knowledge and experience and strengthen your core capabilities. Value creation We believe value is created through:  Clarity Ability to sharply define and explain the change......

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Zurich, Switzerland

Strategy & Policy

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......

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Boston, MA, United States

Strategy Review

Sample engagements include: Assisting a global exchange with a growth strategy driven by technology revenue Benchmarking the technology and operating model of a leading insurance-affiliated broker-dealer firm against its peers, identifying areas of improvement and developing a presentation to demonstrate investment need to management Validating a global vendor's managed trading services offering strategy Helping a large bank assess......

Boston, MA, United States

Strategy Sessions

Sample engagements include: Helping a large technology vendor understand the market need for its data integrity services and hone its go-to-market messaging Moderating an executive roundtable discussion on improving the wealth management client experience; the project resulted in a paper, which discussed current gaps in client experience at traditional wealth management firms and opportunities......

New York, NY, United States

Synechron Technology

Synechron Technology provides systems integration expertise and technical development work in highly-complex areas within financial services. This includes enterprise architecture & strategy, application development & maintenance, quality assurance, infrastructure management, data & analytics and cloud computing. Synechron also is one of the world’s leading systems integrators for specialist technology solutions......

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London, United Kingdom

System Selection

Getting it right first time Whether you are a start-up or a global institution, deciding which systems to choose to meet your business needs can be complicated. With so many vendors offering an array of different solutions it can make finding the right systems for you feel almost impossible. Why not......

Boston, MA, United States

Systems Strategy & Selection Services

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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New York, NY, United States

TABB Group Consulting and Advisory Service

Our clients span the financial services spectrum, including leading buy-side and sell-side companies, technology providers, global exchanges and clearing entities, private equity firms and venture capitalists, hedge funds, proprietary trading firms, and regulatory and advocacy organizations.  By leveraging our proprietary research model and extensive network of institutional contacts, TABB Group’s consulting......

Zurich, Switzerland

Target Operating Model & Sourcing

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......

Menlo Park, CA, United States

Technology Consulting

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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Godalming, United Kingdom

The Mind

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......

New York, NY, United States

The Rudin Group

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......

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London, United Kingdom

The WealthTech Digital Sales Accelerator

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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London, United Kingdom

The WealthTech Landscape Report Series (WTLRs)

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......

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New York, NY, United States

Threat and Vulnerability Assessments

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......

London, United Kingdom

TOM

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......

Bristol, United Kingdom

Training And Consultancy

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....

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London, United Kingdom

Transactions

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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London, United Kingdom

Transformation

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......

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Bonn, Germany

Transformation

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......

Chicago, IL, United States

Transformation

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......

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London, United Kingdom

User Training

Sharing our knowledge to empower you and your teams Tyler Wood Consulting's Training Team has delivered thousands of hours training industry experts on the use of a wide range of systems. As functionality changes and your team grows, so do your needs and knowledge of the systems you are using. We......

San Francisco, CA, United States

Valuation

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......

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New York, NY, United States

Value Chain & Profitability

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....

Auckland, New Zealand

Wealth

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

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New York, NY, United States

Wealth & Asset Management Business Advisory

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......

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Dublin, Ireland

Wealth Operational Efficiency

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......

Baar, Switzerland

Windmill

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 ...

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Bengaluru, India

Wipro Digital

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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Zurich, Switzerland

Zühlke for Banking

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......

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Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.