Finity360™ Product Suite Overview Finity360™ is a comprehensive (native Salesforce) suite of applications (PaaS) tailored to address the unique challenges faced by the wealth management, Registered Investment Advisor (RIA), and Broker-Dealer (BD) industries. Designed to optimize operations, enhance client engagement, and solve system inefficiencies, Finity360 unifies critical processes such as client......

Client type

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

Relevant Regions

• North America

From supporting start-ups with the software they need to scale to creating bespoke platforms for enterprises to boost their competitive advantage – we’ve done it all. Our robust development process starts with a comprehensive understanding of a business: its staff, industry, and customers. This insight is used to identify opportunities for......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Central America
• Middle East
• Western Europe

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

Client type

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

Relevant Regions

• Western Europe

PetakSys offers Custom Software Development services for financial institutions such, as private banks, family offices, asset and wealth management firms. Our expertise lies in creating software that seamlessly integrates into your existing IT and business environment, ensuring a smooth transition with minimal interruptions in your daily operations. Our dedication to financial......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices

Relevant Regions

• Eastern Europe
• Western Europe

Partnerships, the default engagement model of Pirker Partners, deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem. Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value, as it allows for addressing......

Client type

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

Relevant Regions

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

At WealthTech Strategy Partners, we are the only investment bank exclusively focused on WealthTech. That means we do not just understand your product, we understand the landscape you are building in. From venture rounds to strategic acquisitions, we help early-stage companies like yours navigate pivotal moments with clarity and conviction. Why......

Client type

• Asset Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• End Private Clients
• Financial Advisors

Relevant Regions

• Eastern Europe
• North America
• Western Europe

5,700+ curated journey recordings Our handpicked library of user journeys lets you see how top financial brands from around the world are solving their UX challenges. Expert analysis and scoring Our team of experts analyse each journey in detail and score it based on usability heuristics, so you can see what good looks......

relevant regions

• North America
• Western Europe

Program management Managing change-the-system/bank projects; coordinating resources and timelines; mitigating risks while engaging stakeholders via steering/ mgmt committees and user forums  TOM defintion Define the Target Operating Model (client value propositions, process model, satellite landscape) needed to deliver the expected benefits while verifying fit to Model Bank  Business change management Implementing business changes (transformations) mandated......

relevant regions

• Asia
• Western Europe

We bring more than 15 years of industry experience and domain knowledge, together with software expertise and industry best practices. We start generating business value on day one of our relationship with you. Our exceptional team of engineers and business professionals provides support for a fund’s entire production infrastructure, which includes......

relevant regions

• North America

The Value Account Management provides strategic focus for the backbone of your firm; the machinery of compliance, accounting, billing and reconciliation. Our expertise across trust, broker/dealer and RIA compliance and accounting structures is led by strategy and culminates with newly implemented tools or processes that accelerate your growth....

relevant regions

• North America

We are dedicated to helping advisors get deals done – whether you are pursuing a complete buy-out of a peer/partner/employer, consolidating external market share, or acquiring a partial book of business. SRG has decades of experience helping Registered Investment Advisors, advisors affiliated with IBDs, hybrids, and those that are dually......

relevant regions

• North America

Focused & specialized High quality research and advice needs genuine domain expertise. Our team has decades of experience at the crossroads of technology and operations. Translating the potential into the possible. Rooted in data High quality research  and advice needs strong primary data. Our surveys and interviews are built on consistent and transparent......

Smart insights through data analytics Advanced analytics and data science play a critical role in redefining customer interactions. We help our clients predict customer needs and deliver on expectations. We deliver enhanced profitability and cost optimization through effective data analysis and a three-pronged approach that helps clients preempt black swan events.......

relevant regions

• North America
• Western Europe

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

relevant regions

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

The wealth and investment management industry is complex. Managers need to balance regulation, product changes and cost pressures with the growth of their business. We can support you by bringing together seasoned practitioner experience and specialist market knowledge. We will arm you with the insights you need to develop your strategy......

relevant regions

• Western Europe

We are committed to providing our clients with mission critical strategic and financial advice at every step of an engagement. FT Partners has been chosen repeatedly by numerous client CEO's and Board of Directors of some of the largest, most prominent financial technology companies in the world — chosen over numerous......

relevant regions

• North America
• Western Europe

JBI is a partner to design and implement AI strategies JBI’s AI capabilities through JBI Studios AI Suite has deployments across multiple Large Language Models (LLMs) in large corporations. Similarly, JBI’s team has worked with the world’s largest organizations to ensure leverage of their data. The AI Suite enables large organizations......

relevant regions

• North America
• Western Europe

We work with companies and their investors and help them navigate the paradigm shift, while conferring on their business an unfair advantage.  We help design, build, fund and scale business models that  maximize demand-side economies of scale. We work with tech start-ups as they scale, with incumbents as they launch new......

relevant regions

• Asia
• Eastern Europe
• Oceania
• Western Europe

AI, or Artificial Intelligence, encompasses a suite of technologies designed to replicate human cognitive functions, such as learning, problem-solving, and decision-making. It holds the promise of enhancing efficiency and precision across diverse sectors while streamlining costs and expediting processes. The term 'AI' serves as an umbrella for a myriad of......

relevant regions

• North America
• Western Europe

Reinvent banking with Athena We understand that there’s no one-size-fits-all banking and financial solutions software. Backed by two decades of extensive know-how in digital transformation, we offer innovative banking software solutions to financial companies of all sizes. We enable our clients with a configurable unified platform built on ECM, BPM, and......

Transform your business to drive higher performance with Atos|Syntel’s Capital Markets solutions. Our services range from the simplest reconciliation support to complex valuation operations, with full coverage across the investment operations lifecycle. Atos|Syntel partners with clients across the capital markets value chain including asset managers, custodians, broker dealers, wealth managers, trust companies,......

relevant regions

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

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

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

relevant regions

• Western Europe

Core banking Digital banking has fueled customer demand for constant connectivity and access to carry out transactions anytime and anywhere. To keep up with this, a modern and up-to-date core banking system is essential. Having been part of multiple core banking implementations and upgrades, we bring the relevant knowledge and experience......

relevant regions

• Asia

Our collective experience enables us to help our clients navigate through challenging situations and complex opportunities by leveraging our knowledge of common pitfalls, key requirements, and considerations specific to our industry and the competitive landscape. Our detailed knowledge of wealth management technology and tools, data aggregation, conversions and consolidations, migration efforts,......

relevant regions

• North America

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

relevant regions

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

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

relevant regions

• North America

Our experienced team of financial sector professionals and technologist work with clients to design, build and operate: Investment Management Operating Models: We build digitally-enabled investment managers. We support the entire target operating model design, build and configuration process, by applying our proprietary integration technology and migration expertise to facilitate our clients' digital transformations. Cloud-native digital......

relevant regions

• Western Europe

Financial services organisations create advantage through one thing: tailored, efficient, unique digital experiences for their employees and customers. But this requires software solutions that can deliver complex, time-sensitive processes, and data capture and analysis – while maintaining compliance with stringent industry regulations. We can help. From helping wealth and asset managers......

relevant regions

• North America
• Western Europe

Broker-Dealers When you’ve got offices across the region, the country or the world, pinpointing a unified strategy for growth can come with challenges. At Mink Hollow Advisors, we streamline this process by assisting with the biggest picture recommendations to the most detailed implementation. Whether it’s time to migrate from a service to......

relevant regions

• North America

BSO customers love our managed services and our passionate, experienced and highly skilled engineers are ready for your next project. Reduce the strain on your people and increase network, cloud and infrastructure efficiency with BSO Plus....

relevant regions

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

Frontend Backend UX/UI Design Solution Architecture ...

relevant regions

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

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

relevant regions

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

Our business consulting experts have many successful implementations of core banking or full banking solutions for wealth managers under their belts. Building on our model platforms, we will provide you with specialist and technical advice on the implementation and use of individual and full systems, handing you the keys to......

Production of business impact analysis, risk assessments and strategic advice Production and audit of business continuity plans Creation and running of crisis management scenarios Support testing of plans and remediation of issues identified Assess and/or take clients through to full accreditation to the ISO22301 standard Assess the business continuity capability of third party suppliers ...

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

relevant regions

• North America
• Western Europe

Business transformation advisory services Cloud Transformation ECI will meet you where you are on your cloud journey. We begin with strategic conversations to understand your business requirements, and craft a roadmap for the use of private and/or public cloud services based on industry best practices and operational priorities. We then execute against the roadmap to begin......

relevant regions

• Asia
• North America
• Western Europe

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

relevant regions

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

Traditionally, asset administration services have been provided by specialist third parties. In recent years, custodians and prime brokers have taken on key administrative functions such as portfolio accounting, shareholder servicing, compliance and reporting. Today, asset administrators must: Meet compliance and regulatory requirements Support alternative investment needs including complex fund structures, credit derivatives and......

relevant regions

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

Effectively designed processes and architectures allow a bank which is dedicated to the payments business to execute both revenue- and cost-focused initiatives in parallel, strengthening product innovation and operational excellence Capgemini delivers end-to-end support to help realize the hub by: Defining and managing strategy, business case and programs through our domain consulting......

relevant regions

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

PSD2: A blessing or a curse for european bankers? PSD2 affects every part of the payment value chain, especially those with high innovation potential such as acquisition. Among the impacts, banks must provide third parties with controlled account access. This brings disintermediation risk and lowers the barriers to entry for new......

relevant regions

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

Our services enable firms to more efficiently identify, assess, control, monitor and report risks. We offer a set of integrated business and technology services that span regulatory requirements interpretation, capital planning, risk analytics, risk system selection and technology implementation. Our business-driven and domain-centric approach, supported by a deep understanding of leading-edge......

relevant regions

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

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

relevant regions

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

CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future. Our machine learning technology mines vast numbers of unstructured documents such as patents, earnings......

relevant regions

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

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

relevant regions

• Western Europe

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

How we help Investing is only the first step — we leverage decades of domain expertise our global network and the resources of Citi to help you take your company to the next level. We’re your partner the whole way through. Access We introduce you to senior executives, tech buyers and key stakeholders......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

How we work with clients: Amidst the proliferation of digital technologies, data, content and devices, delivering a coordinated, multichannel, cross-product experience that engages new customers and retains loyalty globally is hard. We can help you understand what really matters to your clients: delivering the basics as effectively and efficiently as possible. Then......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

Issue Client demands are changing driven by experiences outside of wealth management. Multi-channel 24/7 access to information,  the ability to transact autonomously, and to take more control over their investment decisions, are all driving clients to demand elegant  digital solutions.  Accenture research shows that 41% of advisors say that clients are requesting......

The Value Client Relationship Management (CRM) drives the cohesion and scalability of your organization’s operations and client service delivery. We approach CRM from the outside in. We start with optimizing your experience journeys and end with implementing the technology solutions necessary to consistently deliver it....

relevant regions

• North America

Ensuring that your IT strategy is fully aligned to your target operating model is key to any business success. For many firms, focus on technology strategy only takes place after a business model has been derived. As a result, it can be hamstrung by decisions made in isolation, excessive emphasis on......

Business-oriented analysis of the existing solution Service-by-service migration Risk analysis Assessment of local and international service providers Cost assessment Support Connectivity Encryption and security Bandwidth optimisation ...

relevant regions

• Asia
• Western Europe

DevOps helps businesses automate and streamline their development and deployment processes, which leads to increased agility and problem-solving capabilities. There are many different cloud computing platforms available, including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Each platform has its own strengths and weaknesses, so it’s important to......

relevant regions

• Western Europe

  Build a hyper-scale technology backbone with Zensar`s Cloud Services. Start your cloud journey right Enable an intelligent infrastructure that complements your unique business and allows you to migrate your business to the cloud while minimizing the total cost and manage it round-the-clock. Migrate seamlessly, successfully, and securely Ensure secure migration using next-gen cloud security solutions......

relevant regions

• North America
• Western Europe

Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices. Cognizant Advisor Workstation and Client Portal Redesign offerings include: Client and advisor......

relevant regions

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

With AI-enabled advice and service delivery, your organization can incorporate systems of engagement data with systems of record, such as custodial and transaction data. The result is greater insight into your clients and more personalized advice. Cognizant AI-Enabled Advice and Service Delivery includes: Client and advisor research across wealth management segments Data relationships......

relevant regions

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

To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. Cognizant Client Onboarding for wealth management includes: Use of our......

relevant regions

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

CRM ERP GED Email traffic Call platform Support solution ISO standards Quality process ...

relevant regions

• Asia
• Western Europe

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

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

relevant regions

• Western Europe

Confinale is Avaloq's Premium Implementation Partner.  Tailor-made IT projects are either implemented 'end-to-end' or supports customers in certain areas of a project. According to their needs Business and IT combined The combination of well-founded technical and IT know-how under one roof characterises Confinale's IT consulting approach. The focus lies on solutions and products for......

Core, as the name conveys, is the heart of the banking system. It is the prime among the transaction systems to provide the much needed content across all other critical functions of the bank be it finance, risk, regulatory or pricing. Maveric, at this time, focuses on the Temenos suite of......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

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

For more than two decades, Lanware has been focused on working with FCA-regulated firms from throughout the financial services sector. In that time, we’ve developed an insight into the needs of financial services and the use of technology in its practical business context. Through our Consultancy programme, we’ll work closely as......

Our team of experts are on hand and ready to share their vast experience in technology innovation, project management and the wealth management landscape....

...

A wide range of services including business analysis, software design, development and project management Visigon consultants have a unique combination of technical expertise and knowledge in the financial markets, and solid experience in working with the large banks and financial institutions in the Nordic market....

relevant regions

• Western Europe

Fund structuring, mergers, and liquidations Navigating the intricacies of fund structuring, mergers, and liquidations requires deep industry knowledge and expert guidance. Our team at LakeStream BI provides comprehensive support to ensure that your fund is optimally structured to meet your investment goals and regulatory requirements. Whether you are merging with another......

relevant regions

• Western Europe

What are our consulting services? Perhaps you don't need a full-on security assessment, penetration test, or in-depth technical security work. Syndis's team of security expert have in depth industry experience that can we utilise to help companies with their internal review and design processes. How does it work? It all depends on the situation......

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

relevant regions

• North America
• Western Europe

We bring together deep domain knowledge and exceptional problem-solving skills to design solutions that give you a competitive advantage. No fluff, no faff, just action. And we start by putting the right minds on the job. How we make it happen Solution Architecture We atomise systems into manageable components to gain unparalleled understanding.......

relevant regions

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

Overall compliance program We work with several consulting firms to connect you with the right firm and provide reliable resources when needed Email archiving options We have many great options to meet your records retention requirements. Let us help you find the right solution for your firm. CRM options In a data-driven world client relation......

relevant regions

• North America

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

relevant regions

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

However, we acknowledge that this may be out of a firm's wheelhouse or otherwise hindered by your day job. We started our Corporate Venture Capital Consulting practice to help bridge the gap. Why start a Corporate Venture Capital effort? 1. Market Intelligence Get a comprehensive view of all the new innovation and products in your market. You......

relevant regions

• Eastern Europe
• North America
• Western Europe

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

relevant regions

• North America
• Western Europe

In the last few years, an important goal for many asset managers has been to ensure the flow of client and fund information in a near-real-time manner. Having a “dashboard-style” view of one’s business, as well as the evolution of tools like Salesforce and Salespage, has placed a firm emphasis on......

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

relevant regions

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

We also conduct curated quantitative and qualitative research and competitive analysis, as well as other types of research on behalf of clients. Benchmarking IT Roadmaps and Platform Optimization M&A Support and Due Diligence Product and Go-to-Market Strategy Quantitative and Qualitative Research Thought Leadership Vendor Selection Voice of Customer Research ...

relevant regions

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

Approach and architecture are at the core of everything we do at JBI. As a fourth generation financial technology company, we have built our technology stack from the ground up to be best-in-class....

relevant regions

• North America
• Western Europe

Design and custom code construction We understand that building a specialized technical team can create challenges. We can bring a talented team of architects, designers and developers that can supplement your organization and will work as your extended organization which is dynamic and elastic to fulfill your technology needs. Our technology......

Concepts and services for the digitalization of your company Digitalization is the key to creating competitive advantages. Since you always want to be one step ahead of your competitors, you should be able to utilize and apply all the knowledge contained in your data, always make decisions based on real-time facts......

relevant regions

• Western Europe

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

relevant regions

• Oceania

Advanced security managed solution that provides critical security layers for identifying, protecting, and defending against cybersecurity threats By combining advanced security layers—including 24x7 monitoring and response, threat prevention, security intelligence, and security awareness—this expertly managed solution reduces threat response times and dramatically minimizes the risk of cyber attacks. A programmatic approach to cyber......

relevant regions

• Asia
• North America
• Western Europe

.....getting to market quicker with new ideas, understanding their clients more deeply and adapting more readily to the constantly changing landscape of market conditions, regulatory change and technological innovation. Alpha are experts in asset and wealth management data, we can guide you through the new wave of ‘data thinking’ passing through......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

In the past, data management operating models were simply not built for the scale and dynamism required in today's financial services ecosystem. Creating the right environment to drive growth, differentiate and gain an advantage over the competition requires a new way of thinking. NextWave experts bring together the business context and understanding......

relevant regions

• North America
• Western Europe

The Value Data Architecture is the foundation to any future-ready technology roadmap. From lowering project costs and making better decisions to operational efficiency and vendor optionality; a modern data architecture will help you deliver on your advisor and client expectations. We understand your network and data needs and use that knowledge......

relevant regions

• North America

Data governance Data governance is the broad framework under which an organisation collects and processes data, manages responsibilities, rules, policies, standards, guidelines & strategy. If you are uncertain on how your organisation is managing, protecting, controlling and utilising the data it collects, then we can advise and guide you through the......

Data is becoming an increasingly central asset for financial institutions. Depending on the manner in which data is treated, companies may be fighting data quality issues and experiencing high maintenance costs – or they may be able to gain insight, support their decisions, generate opportunities and respond to market and regulatory pressures......

...

Data Strategy Design & Implementation A well-defined data strategy is essential for leveraging data as a strategic asset to drive business growth, make informed decisions, and gain a competitive advantage. Cognivo is helping financial institutions develop and implement a robust data strategy. Data Readiness Design & Implementation Data readiness involves preparing and optimizing......

relevant regions

• North America

These include the intricate task of aggregating and cleaning vast and disparate datasets from various sources, the scarcity of specialized talent equipped with both financial and technical expertise, and the complex regulatory landscape that necessitates meticulous validation and compliance efforts. Moreover, the iterative nature of model development demands significant time and......

relevant regions

• North America

Be part of the data revolution Imagine a world in which your data flows faster than your thoughts. In this world, you react to data while it's being generated - not afterwards. Such real-time insights allow you to make data-based decisions precisely when they matter most. Whether it's real-time fraud detection......

relevant regions

• Western Europe

Our data and technology expertise We understand the importance of defining and executing a unified data and technology strategy. This strategy must be holistic to serve your company’s comprehensive needs, catering not just to the data landscape but also integrating cutting-edge technology solutions that enhance data utility and business processes. It......

relevant regions

• Africa
• North America
• Western Europe

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

relevant regions

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

Complete your deal quickly, efficiently, and with maximum synergy between both parties. Our team of dedicated experts will guide you through all facets of your deal, from compliance and financing models to tax considerations and contracts. We will provide the guidance, perspective, and resources you need to complete the deal......

relevant regions

• North America

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

By applying design thinking and harmonizing design with engineering, we humanize challenges and simplify complexities, allowing your business to grow more valuable relationships between you and your users. Our services Service design: user-centric approaches for delivering the right product or service, at the right time, to the right user Customer experience: award-winning, anticipatory experiences that......

Design sprint is a 5-day workshop that will let you compress weeks of endless debate into one. Create and evaluate your product together with end-users before the development even starts. All this in just 5 days! No matter what stage of development you are in – Design Sprint will let you quickly develop new paths for your product......

relevant regions

• Eastern Europe
• Western Europe

Asset Managers are currently faced with historically unprecedented challenges. The prolonged period of low interest rates, the intensified regulatory requirements as well as digitization lead to enhanced pressure on margins, changing client needs and new competitors. To remain competitive, the industry has to adjust to radical structural changes. Our group “Insurance......

relevant regions

• Western Europe

We understand what companies need to conduct digital business. We streamline and reengineer applications and core processes to create highly-functional business units. By building a proactive plug and play architecture, we give companies the capacity to adapt quickly and change direction. Our portfolio Development Build and maintain application for speed. Modernization Update the building blocks......

relevant regions

• North America
• Western Europe

Successful data and process automation in financial services firms can be the key to operational efficiency, accuracy and improved regulatory compliance. Automation can also enhance the speed and accuracy of decision-making, increase scalability, and support the development of new products and services. Successful automation initiatives require strong leadership support, the right......

relevant regions

• North America
• Western Europe

CX engine multi-channel SaaS Chandler Verify - Know Your Customer SaaS Nurture onboarding SaaS Supermatch API and SaaS Interactive digital statements API development and data automation ...

relevant regions

• Oceania

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

relevant regions

• Western Europe

Technology consulting Lead with innovation and gain a detailed understanding of how your technology can best be utilised to realise your strategic objectives with guidance and insight from our domain experts. Health Checks Establish the current state of your technical environment, systems, processes and cloud landscapes and receive invaluable recommendations with our various......

relevant regions

• Africa
• Middle East
• Western Europe

The Value Our philosophy is clear: digital experiences must amplify the value of your people and services, not replace them. Our process starts with an understanding of your unique client values; incorporates the reality that when it comes to digital experience, you are competing with every experience your client has with......

relevant regions

• North America

A disruptive digital strategy that brings insights from industry experts, market trends and customer research will differentiate you from competitors. Our team of subject matter experts across design, tech and digital marketing can deliver game-changing results for you. Our digital expertise Our digital experts will work with you to design, build and......

relevant regions

• Africa
• North America
• Western Europe

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

relevant regions

• North America
• Western Europe

Digital success starts with a sound Digital Foundation The rapid pace of disruption over the last decade has resulted in the need for enterprises to innovate and transform their business models. To compete in the fast-changing digital world, businesses are pressed to launch differentiated services faster than ever before. However, the......

relevant regions

• North America
• Western Europe

ECI's digital innovation services Systems and application modernization This service starts with an application assessment to identify projects that offer a clear path to improved customer experience and/or ROI. For the identified opportunities, the legacy application(s) will be modernized by updating the platform infrastructure, the internal architecture, and/or updating its features. The......

relevant regions

• Asia
• North America
• Western Europe

At Simon-Kucher, we look at the change that comes with the application of digital technology in business life. We take care of the market and customer facing side of digitalisation – as opposed to purely taking an IT, efficiency, process or cost based view. We advise our clients how to......

Being digital doesn’t stop with customer experience. It’s just a beginning. True digital banks leverage new tech for superior customer outcomes Customers no longer base their experience perceptions solely on price, product, or convenience. Instead, expectations will be based on how they are receiving the services, in terms of response times, personalized advice and intuitive and easy......

relevant regions

• Asia
• Middle East
• North America
• Western Europe

We combine strategic vision with agile execution to deliver real impact for your organisation. By understanding your market and user needs, we identify opportunities for innovation. Our collaborative approach ensures we remain flexible and responsive, leveraging insight, data and technology to create groundbreaking products that are successful, scalable and sustainable....

relevant regions

• Western Europe

We are practitioners focused at the intersection of digital and financial services, with a leadership team that works directly with your team. Parameter Insights is currently helping some of the largest financial services firms to innovate their digital capabilities. Let's start a dialogue and share with you what we're learning....

relevant regions

• North America

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....

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

relevant regions

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

Embark on the digital journey We invite you to embrace the digital world, draw from its opportunities and introduce innovation to your company. Our experienced specialists and analysts will help you prepare the strategy of transformation and then design and implement new— or modify existing — solutions to meet changing business requirements. 22 years -......

relevant regions

• Eastern Europe
• Western Europe

Revolutionary workshop Our discovery workshop is a process that will not only help crystallise your vision but also ensure its perfect adjustment to your business objectives and customers’ needs. It has proven to be extremely helpful in terms of finding the right solutions, planning new features as well as setting objectives. +50 - Business Analysts and User Experience Designers to work on your......

relevant regions

• Eastern Europe
• Western Europe

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......

relevant regions

• Western Europe

Drake Star’s deep expertise across many areas of FinTech means that we’re not just investment bankers, we’re partners who will guide your business or investment fund to successful outcomes in this exciting industry. Payments Payment processing runs the modern economy. From subscription billing platforms to point-of-sale integrations and card issuance, the global......

relevant regions

• Middle East
• North America
• Western Europe

Established in 1991, DWS is a leading Australian IT, business and management consulting services group with offices across the country. Encompassing DWS, Symplicit, Phoenix and Projects Assured, we provide a wide ranging and flexible suite of services including IT, business and management consulting services, human centred design and digital transformation, program......

Strategic advisory Providing business consultancy and strategic advice on Target Operating Model Design, system implementations and transformation projects Organisational efficiency Identifying areas of potential business value to increase operational efficiency Technology optimisation Working with clients to optimise their technology landscape, as well as leveraging clients’ technology solutions for business use Implementation service Offering implementation expertise to our......

relevant regions

• Asia
• Western Europe

EMCS (ECI’s managed cloud solution) combines the power of Microsoft public cloud tools with industry-leading data protection and security technology, delivering a solution tailored to specific client requirements. In a world of accelerated change, firms need the business productivity, collaboration, and mobility provided by EMCS. Our cloud solution protects privacy, data, and the security......

relevant regions

• Asia
• North America
• Western Europe

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

relevant regions

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

From helping to build your digital workplace to infusing your software platform projects with the best engineering productivity tools and practices, our agile delivery teams orchestrate next-generation solutions that keep your business steps ahead of your competitors. Our services Engineering excellence: platforms and methods for attracting, training and deploying engineering teams who deliver......

We refuse to create tech that’s simply ‘good enough’. Mediocrity isn’t an option. Instead, we’re dedicated to crafting solutions that push boundaries, elevate standards and keep your business ahead of the curve. How we make it happen Custom Software Development We engineer custom applications that meet your specific needs, integrate with your systems......

relevant regions

• Eastern Europe
• North America
• Western Europe

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....

relevant regions

• North America
• Western Europe

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

relevant regions

• Eastern Europe
• North America
• Western Europe

Overview & benefits INDUSTRIA is developing enterprise blockchain solutions, based on the Corda Distributed Ledger Technology (DLT). We remove costly friction in business transactions by enabling businesses across different industries to transact directly. This dramatically increases efficiency in complex business operations by guaranteeing that all parties are always in sync, thereby......

relevant regions

• Eastern Europe
• Western Europe

We use a secure delivery approach that speeds up the operating model and accelerates a move from prototypes to live customer-centric experiences such as life event predictions, credit checks and advanced fraud detection....

relevant regions

• North America
• Western Europe

Evolving technology has been bringing massive change to the financial markets for the last 30 years. Competition, performance, regulation, integration and support requirements compel firms to continuously upgrade or replace aging systems that support critical business functions. Transforming those systems is no easy task.  We provide end-to-end enterprise transformation services from inception to......

The team at Enzumo is the largest and most experienced independent XPLAN consulting group in Australia, providing XPLAN customisation and support across the country. The experience we’ve gained from our first hand knowledge of working with large and small organisations, means we deliver solutions to dealer groups and financial planners that......

relevant regions

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

Our advice is independent, refreshingly free from conflict of interest and founded in our extensive experience, allowing our clients to make informed decisions that benefit your business. Saving you time and money We are constantly working with a wide range of providers on different types of projects. So we’re well placed to......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

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

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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

The Value Financial Planning optimizes your firm’s approach and execution of the behavioral and emotional side of wealth. Our experience allows us to expose hidden opportunities within your planning process. We cover tool optimization, data gathering and integration into other aspects of the client experience....

relevant regions

• North America

Financial institutions continue to face significant pressures on revenues and margins, which has led to an increasing demand for external technologies and outsourcing of non-core activities as banks and asset managers seek to modernise their infrastructures, improve efficiency, offer best-in-class customer experience, leverage emerging technologies such as AI, robotics and......

relevant regions

• North America
• Western Europe

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

relevant regions

• Asia
• Western Europe

Co-invest with us Join our investor community & become part of the ecosystem. Our specialized ecosystem enables you to receive early insights into the startups. Be a first mover to invest in the best tech startups that are creating the future of finance at an early stage. Invest in our fund Become an......

relevant regions

• Asia
• Western Europe

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

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

What is goal Oriented Attack Simulation? In an attempt to counter the shortcomings in the practices of “pen-testing-as-usual”, we pursue our own unique methodology we call Goal Oriented Attack. We engage our customers in a manner that far more closely mirrors the process an actual malicious attacker would use. How does it......

Our work in FinTech As technology continues to disrupt the financial services industry, we are here to support your business with the changing landscape. Our FinTech team have advised on over 100+ international and cross-border transactions and have over 30 years of operational and transactional experience within the sector. We have advised......

relevant regions

• North America
• Western Europe

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

relevant regions

• Asia
• North America
• Western Europe

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

relevant regions

• Middle East
• North America
• Western Europe

At Harel Mallac Technologies, we are fully aware that it is only the right combination of technology and financial services that can reconcile both the expectations of regulators and customers. We help businesses in transforming the way they operate, collaborate, and transact with their customers, their regulators, and others in......

relevant regions

• Africa

As a financial services provider, you’re probably finding the competition is becoming more intense. You have to compete to offer more to your clients, work harder to stay in compliance with ever-changing regulations, while at the same time ensure you’re taking advantage of every opportunity. Legacy, home-grown, and point solutions can’t......

relevant regions

• Asia
• North America
• Western Europe

What You Receive A Detailed Plan Data Validation A Project Lead Custom Reports System Setup Comprehensive Procedures ...

relevant regions

• North America

Our support team have decades of experience in system deployment and technical support. They ensure your journey to live is seamless and quality ongoing support is always available....

Resource that can be counted on With a global team and offices in major financial centres, we’re able to mobilise quickly and scale our team to resource project demands. Our extensive network of specialists brings an approach tailored to the specific needs of our investment management clients. Our track record for delivering large, complex......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

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

relevant regions

• Western Europe

UX/UI Audit Tech Assessment Engineering Infrastructure ...

relevant regions

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

What is Incident Response? Incident response is the set of actions taken once an adverse event has occurred that affects a company’s assets or its network. It is extremely important to react correctly when a security incident occurs to control the damages and preserve the evidence and traceability. When a breach occurs,......

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......

relevant regions

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

We help Fintech companies build great software products It's impossible to create a great FinTech product without understanding the core problem that this product is going to solve. It’s true on strategic and execution levels. It’s slightly harder for INSART to help with that on the strategic level, as it’s a......

relevant regions

• North America

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

relevant regions

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

We can help you navigate through new government policy addressing perceived weaknesses in the industry’s traditional conduct and culture. Together, we’ll explore the demands of changing regulatory expectations on your operations and systems, assess the value of new technology options, and then implement the most beneficial mix of people, process......

relevant regions

• Asia
• Oceania

Trusted advisor with international reach Trust is one of the most important assets your business has — the trust of your customers, your stakeholders and your partners. As the financial advisor to prominent middle market companies worldwide, D.A. Davidson Investment Banking knows exactly how valuable that trust can be when it......

relevant regions

• North America

The right approach gets the right results The catalyst for pursuing a transaction vary as much as the underlying businesses. That’s why Harbor View takes a holistic approach to ensure that the path to liquidity melds with the business model, market landscape and owner objectives.  Guidance every step of the way  Harbor View......

relevant regions

• North America

If you are contemplating a sale, acquisition, or seeking a strategic partner, our team of experienced investment bankers stands ready to offer expert guidance and execution support. Sell-side expertise ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise,......

relevant regions

• North America

We are a trusted partner for your organization’s most important decisions. Truly strategic advice and process execution are the result of knowledge and vision. By combining a deep understanding of your objectives, your industry, and today’s global market, we help you navigate the short- and long-term opportunities and challenges facing......

relevant regions

• North America

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......

relevant regions

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

A partner that transformational leaders can trust to realize the full potential of technology-enabled transformation. Iris is built to help clients realize the full potential of technology-enabled transformation. As a trusted technology partner, we focus our highly-experienced talent and rightsized teams to develop core, complex and mission-critical applications and solutions for......

ITD offers a bespoke range of IT consultancy including project management. ITD can analyse your current IT network environment. We will then work closely with you to identify your requirements and deliver effective, measurable change programmes for your business IT systems. ITD can also provide consultancy for IT project management, IT security,......

relevant regions

• Western Europe

Platform & Product strategy consulting Successful delivery starts with business analysis, user experience, high-level architecture, and a well-structured process on how it will happen. Short release cycles (A-B testing of hypotheses), applied at Computools, allow for the fast introduction of ideas and processing of client hypotheses, in order to get quick......

Consulting and project management Having grown to maturity within the Avaloq environment, Asubium does not just focus exclusively on the Avaloq implementation business. We will gladly take on the management of projects or subprojects, advise on complex banking tasks, and support you in your important strategic decisions. Our staff's wide-ranging knowledge of......

relevant regions

• Western Europe

Revolutionary IT Strategy Workshop A highly intensive workshop aimed at creating your IT strategy thorough analysis of your company’s business needs, industry trends, identifying key pain points and opportunities. The workshop is based on small group discussions, brainstorming and interactive exercises. Its outcomes are recommendations of possible solutions, perfectly tailored to your company, along with high-level strategy on......

relevant regions

• Eastern Europe
• Western Europe

Lazard’s capabilities encompass all types of M&A transactions: mergers; buy-side acquisitions; sell-side divestitures and company sale processes; joint ventures; partnerships and more. In addition to executing transactions, we frequently collaborate with clients to advise on their strategic and financial challenges. We help clients identify, devise and pursue strategies to serve stakeholders,......

relevant regions

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

The wealth industry is undergoing significant changes, which brings into focus key capabilities that will be needed to support Wealth clients as they pivot to address the changing customer needs and shifting market conditions. The typical wealth management client journey has remained largely unchanged, however there are significant drivers that have......

relevant regions

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

Pragmatic, bespoke advice with a hands-on approach Whether you’re selling your business or acquiring another, we guide you through each step of the M&A process. Our proactive and consultative approach ensures we help you achieve your strategic goals. We recognise that no two transactions are the same, and our independence allows......

relevant regions

• Western Europe

Recognized as a leading advisor in the investment management, securities and related sectors, we have completed more than 575 transactions in this space. Across borders, market cycles and industry sub-sectors, Berkshire Global Advisors provides effective advisory services to CEOs and their executive teams, business owners and financial sponsors....

relevant regions

• North America
• Oceania
• Western Europe

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

relevant regions

• Western Europe

We start every relationship by listening and asking questions to better understand your transactional goals and then collaborating with you to create a customized plan to optimize your outcome. The highly experienced investment banking advisors on our Mergers and Acquisitions Advisory (M&A) teams have decades of experience in providing a wide......

relevant regions

• North America

We connect transformative FinTech innovators with influential investors and buyers. We know that each deal has its own DNA. We see each as the first of its kind, with no assumptions, templates or shortcuts. Free from preconceptions, we adapt and align to structure the right deal for every client Precision execution......

relevant regions

• North America
• Western Europe

Our success comes down to our connections, knowledge, heritage, scale and global outlook. With a history of successful outcomes, we have built up trusted and lasting relationships with private equity houses, with investors truly valuing these personal relationships. Private equity clients appreciate our deep knowledge and insight of specific sectors which, combined......

relevant regions

• Western Europe

If your business was a client of yours, how would you advise them? Our team has 20 years of experience in growing financial service businesses, specializing in mergers and acquisitions. They have successfully guided Private Equity-backed companies through 20+ acquisitions, achieving valuations exceeding £40 million. Focused on M&A, strategic decision-making, change management,......

relevant regions

• Western Europe

Industry knowledge and transaction experience can make all the difference.  There’s no substitute for an advisor who has the combination of in-depth knowledge of your industry and M&A tactics and strategies. If you are anticipating selling your company or buying a business, our industry-focused professionals can provide invaluable insights. We have experience......

relevant regions

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

Do you have an immediate need to quickly create digital services, but have longer-term goals of simplifying your legacy architecture or expanding your Cloud strategy? Touted by analysts like Gartner and Forrester and used by organizations like Amazon, Netflix, Nike, and eBay, microservices are now a critical part of many enterprise......

relevant regions

• Caribbean
• Middle East
• North America
• Western Europe

Mosaik Consulting was founded in 2010 by Amanda Butler, a Salesforce Expert with more than 7 ​​years' experience in CRM database migration and integration. Based out of Chester, New Jersey, the company delivers ​affordable CRM solutions by leveraging Salesforce.com.  The team also includes Salesforce certified consultants. Salesforce.com is a cloud-based, all-in-one......

Mphasis Digital Advice is a new offering to the banking, capital markets, and insurance industries that provides insights into analyzing, selecting, developing, integrating, and running a robo-advisor service. Mphasis has worked on one of the largest robo-advisors to date, programming a part of this robo-advisor. The perfect time for robo-advisor Baby boomers......

relevant regions

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

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

relevant regions

• Western Europe

Omdia brings you independent, world-class research that shares a holistic view of the technology ecosystem. Leverage the unified depth and breadth of expertise from Informa Tech’s legacy research brands: Ovum, IHS Markit Technology, Tractica and Heavy Reading. We are in a unique position to provide objective research and serve the needs......

relevant regions

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

We help banks go beyond API implementation with a service design approach to deliver a responsive platform that can accurately access data for regulatory requirements and customer benefits....

relevant regions

• North America
• Western Europe

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

relevant regions

• Western Europe

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

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

relevant regions

• Western Europe

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

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

relevant regions

• Western Europe

Drive real transformation by using process automation and cognitive techniques to transform legacy processes and thinking and deliver streamlined operations to unlock cost savings and revenue upside. Our services Delivery optimization: teams, methodologies and tools to optimize every stage of software delivery for improved quality and better features with each release Managed services: a full suite......

OCTO clients have access to our entire bench of expertise and solutions augmenting their current team at a fraction of the cost of hiring in-house....

relevant regions

• North America

Get the right team in place Free your team to focus on keeping operations running smoothly. Moving to an outsourced operating model is like changing the tires on a moving car. Keeping your operation running while focusing on an outsourcing transition requires a massive day-to-day effort. From data standardization to project communications......

relevant regions

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

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......

relevant regions

• North America

The Value Portfolio Management digs deep into the efficiency of your firm’s processes and tools to maximize market outcomes for your clients. Our deep expertise helps your clients expand and optimize additional asset classes and tax outcomes as well as access lower cost and more efficient investment structures....

relevant regions

• North America

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

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

Working with Mako Fintech Whether you have an existing system with multiple integrations or have been working manually, our team can design a custom solution to meet your unique needs. That means our customers only pay for the features they need. When your team decides to work with Mako, it takes only......

relevant regions

• North America

1) Audit We begin each mandate by reviewing your current business processes and determining your  future goals. In our initial meetings with you, we identify the key needs to be addressed with the Move solution. 2) Plan During the planning phase, we select the right product modules for you, define the pilot group......

relevant regions

• Western Europe

Analysis and design Having a robust analysis and design phase at the start of the project provides a solid foundation for a successful implementation. We work alongside project stakeholders to understand the project requirements in detail. Armed with this information, we help clients design the appropriate solution that will meet project......

relevant regions

• Asia

A proven approach that works Our experienced Project & Technology Management team provides complete design, implementation, and IT process administration. We guide clients through critical decisions around their infrastructure, including matters of procurement and logistics, IT capital investment, and cost reduction. Our team of experts are on hand to support firms......

relevant regions

• Asia
• North America
• Western Europe

We provide all levels of training from standard to fully bespoke programmes. Our sessions are all hands-on and explanatory – giving the attendees the best possible experience and knowledge while our maintenance and support programmes ensure we’re always there to help. Services include: Data strategy Business analysis Solution architecture Program management  ...

relevant regions

• Western Europe

Financial institutions are faced with a continuous stream of regulatory demands and new regulation. Our expert consultants provide specific regulatory expertise, support the implementation of complex change and work in tandem with our clients to ensure compliance. Common Regulation & Compliance challenges We help financial institutions overcome challenges of solution design, build......

relevant regions

• North America
• Western Europe

The Value Reporting is one of the most critical client experience touchpoints of any wealth firm because it connects your reports to the value of your firm. We cover the technology and machinery your team needs to tell unique and insightful investment stories to your clients as you cultivate long-term retention....

relevant regions

• North America

SkyView’s Investment Banking team focuses on representing business owners who desire a variety of transactions – including selling all or a portion of their wealth management practice. Our team understands the financial and non-financial factors that are important to investment advisors contemplating the sale of their practice and will customize......

relevant regions

• North America

Product and portfolio risk management Major market fluctuations, crisis, and black swan events have highlighted the importance of effective risk management processes within the banking sector. Tightening regulatory requirements have pushed financial institutions to make managing counterparty and product risks a priority. Regulations are also increasingly focusing on client portfolio risk management......

relevant regions

• Asia

A RPA ‘robot’ is a software application that replicates human user interface actions. The robot operates on the user interface (UI) in the same way a human would. This means the robot can interact across interfaces and can be easily integrated in a non-intrusive way. Examples for robot activities could......

As a Salesforce development and consulting partner, Aquiva Labs combines innovation and strategy, helping organizations in all sectors achieve their full potential on the AppExchange and unlock business value from their digital transformation initiatives. Appexchange / App Development Full AppExchange product lifecycle management for ISVs including app design, industrialized software development, launch......

relevant regions

• North America
• Western Europe

We pride ourselves in providing more than just incredible software. With over 900 Salesforce implementations under our belt, Silverline offers best practices, guidance and strategy that will change the way you do business....

Analytics that create insight, impact and innovation for financial services Scalable Fortuna services is an advanced wealth management solutions accelerator and framework to help financial advisors acquire, retain, and serve wealth management clients better and faster. Our services delivers actionable insights and outcomes about asset performance management, asset strategy, and asset......

relevant regions

• North America

Every company is different and has different IT needs and requirements. Accordingly, there are different possible solutions to reach the desired security level. From security concepts and architecture through to digital identity management, AdNovum can support you in various different aspects of IT and cyber security management and solutions. Information Security......

relevant regions

• Asia
• Western Europe

...

Software Audits We are a tech company with 22 years of experience in creating and improving existing software. Over that time, we have gathered expert knowledge to run security, quality and usability audits of existing solutions. All to guarantee the highest quality of your product and your company’s success. 47% - revenue from clients who are with us......

relevant regions

• Eastern Europe
• Western Europe

Software Development Since 2000 we have completed more than 600 projects. It’s a lot but our focus is on quality, not quantity. Work with us and turn your idea into a great software solution for your company’s needs. 40% - team members with over 5 years of experience 22 clients - with us for over 5 years $61......

relevant regions

• Eastern Europe
• Western Europe

Digitalization expertise according to your needs Together with your development team, our experienced and certified engineering experts implement high-quality automation projects and take your business processes to the next level. Our engineers are available in a multitude of roles, from the ideation process to production support - depending on how and......

relevant regions

• Western Europe

Software development Working across a wide range of modern tech stacks, we tap into our vast experience and expertise to craft custom solutions that are streamlined, future-fit, on time, and on budget.  Cloud enablement Migrate, modernise and manage your cloud landscape with secure, reliable and scalable solutions. Our certified professionals work across the......

relevant regions

• Africa
• Eastern Europe
• Middle East
• Oceania
• Western Europe

Achieve a real edge over competitors The carefully thought out design and well-prepared technical architecture are the ones that set the product’s direction and guide a development team. We believe that, even though it is best to focus on these aspects at the beginning of the process, they add significant value to the......

relevant regions

• Eastern Europe
• Western Europe

Our focus on new technologies and extensive experience in creating future ready and scalable products enables us design production ready solutions for current day software challenges. We understand how software products evolve, mature and grow during their lifecycle. Our extensive knowledge on software development life cycle, operational processes and re-usable......

relevant regions

• North America
• Oceania
• Western Europe

What You Receive An Assessment A Demo Analysis A Game Plan A Qualified Vendor An RFI A Contract ...

relevant regions

• North America

Our solutions are custom-built to meet you and your partner's specific requirements, making it possible to truly stand out. Using a modular and flexible approach, the solutions seamlessly integrate with existing systems no matter how sophisticated the setup. Both your internal and external users will love working with the new......

relevant regions

• Asia
• Western Europe

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

relevant regions

• Western Europe

How Can We Help? At Cognivo, we have become the go-to experts for financial institutions, providing clear and concise guidance on how to leverage cutting-edge technologies to optimize operations, enhance client and investor experiences, and minimize risk. Through in-depth assessments of the institution’s technology landscape, market trends analysis, and regulatory insights, we......

relevant regions

• North America

As with our transactional services, Wellesley Hills Financial offers a range of strategic advisory and consultation services that draw on our almost 17 years of vertical specific expertise. Our unique understanding of the underlying technologies upon which our fintech, payments and SaaS clients have built their platforms provides the intellectual......

relevant regions

• North America

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......

relevant regions

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

Organizations of all sizes and in all stages of their development face a similar challenge – how to think strategically about the long-term without losing sight of what is immediately ahead. Harbor View helps companies map a clear path, wherever it may lead. Because our work spans both management consulting and......

relevant regions

• North America

Our focus on the WealthTech industry gives us insights into the problems you are trying to solve and the best way to get your solution to market. Given the number of point solutions currently in the marketplace and the drive towards unified functionality, often the best way to grow rapidly is via strategic......

relevant regions

• Eastern Europe
• North America
• Western Europe

Our consultants and analysts have deep expertise across a number of industries, including telecommunications, insurance, banking, retail, online media, e-commerce, and cloud services. Working hand-in-hand with our clients, we assist in developing solutions to the most difficult digital transformation challenges, providing expert analysis, market insight, business case creation, project planning, and......

relevant regions

• Eastern Europe
• Western Europe

We think big, plan smart and execute with precision. With strategies that are more than just paper plans but roadmaps to reality and ROI. How we make it happen Fractional Leadership  Bringing visionary leadership into your team without the full-time commitment. Our fractional leaders immerse themselves in your business. offering expert guidance to......

relevant regions

• Eastern Europe
• North America
• Western Europe

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

relevant regions

• Western Europe

Our strategy and transformation expertise We recognise strategy as the cornerstone of business success, stemming from our commitment to deeply understanding your challenges and aspirations in order to tailor strategic solutions. As a challenger brand, we explore evolving needs and emerging trends through our innovation ecosystem, using these insights to make......

relevant regions

• Africa
• North America
• Western Europe

Your existing IT staff can’t pursue business-critical projects when they’re tied up with infrastructure monitoring and maintenance. Add Xantrion Supplemental IT™, and transfer time-consuming, repetitive tasks from your internal IT team to ours, so you can optimize utilization of your IT resources....

relevant regions

• North America

...

With technology increasing in sophistication and complexity, it is essential that the board and senior management have access to leading edge technology risk assurance skills that will bring value and insight to your business. As outlined below, we have a large team of technology assurance specialists, supported by latest methods and......

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......

relevant regions

• Western Europe

Take a pragmatic approach Don’t overcomplicate a complex implementation. When it comes to a large-scale systems lift-out or transformation program, you can’t afford to get lost in paperwork and inefficient processes. To reach your goals, you need a proven and actionable approach. We’ve implemented countless systems over the past 30+ years, providing......

relevant regions

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

How Can We Help? Drawing on our extensive technological expertise, we integrate disparate financial systems, software applications, and databases to ensure efficient and synchronized data flow across your financial institution. By carefully assessing the existing infrastructure, identifying integration opportunities, and implementing robust solutions, we enable improved financial data accuracy, enhanced decision-making, and......

relevant regions

• North America

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......

relevant regions

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

The technology and system provider landscape is evolving fast and identifying the right partner for your business is becoming ever more difficult. By using our deep knowledge of providers and systems across the wealth industry, our team can: Understand your current and future functional and technical requirements. Perform a market scan to identify,......

relevant regions

• Western Europe

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

relevant regions

• North America
• Western Europe

Challenge BFSI enterprises are striving to transform their customer service capabilities, upgrading from legacy contact center models relying primarily on voice. This will help financial services firms lower call volumes, thereby reducing service costs. Firms also need to take note of the increasing demand for self-serve options, which may become the......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Challenge Growing costs and stringent regulations, and increasingly digital-savvy customer base have pushed the traditional mortgage lenders to explore new business models. Consequently, mortgage firms are looking for strategic partners to drive profitable, efficient operations, boost speed to market and meet the expectations of technology-savvy and financially educated customers. Solution TCS Digital Mortgage......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Challenge Financial institutions are no strangers to money laundering, fraud, and other financial crimes. However, the frequency and severity of such crimes have been on the rise, posing a significant challenge to banks and financial services firms. The COVID-19 crisis has magnified the problem for financial institutions, which were already struggling......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Challenge The impact of COVID-19 on businesses has been significant. Capital market firms have especially faced a major jolt as a result of market uncertainty, near zero interest rates, shrinking liquidity and funding, credit tightening, and spike in operational tasks. This has created immense disruption in the short to medium term,......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Challenge Financial players today need to choose between platform- and business model-based approaches to understand, explore, and eventually adopt blockchain technology. A platform approach requires multiple validation cycles, which increases the time required. On the other hand, a business-model-first approach risks longer conceptualization cycles, due to lack of timely feedback. TCS solution TCS’......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Challenge According to The Basel Committee on Banking Supervision (BCBS), banks must consistently demonstrate the maturity to carry out risk information management functions. BCBS 239 norms on risk data aggregation and reporting require rigorous data control mechanisms to ensure high-quality data across multiple dimensions. However, lack of transparency and reliability limit......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

The Value Infrastructure addresses the basic building blocks of your advisory business’ technology. Our process ensures you have the right partners for security, telephony, business management software and general advisory technology licensing. We support your ongoing needs so that you maintain a smoothly-run and efficient technology ecosystem....

relevant regions

• North America

Directing the winds of change With over two decades of experience in offering innovative solutions for retail banking, lending and leasing, cards and payments, asset and wealth management, investment banks, stock exchanges and life / general insurances, Tech Mahindra helps in directing the winds of these changes in the right direction......

We complement these services by offering operating model design, data management and governance strategy. And, by combining our expertise in technology with our skills in outsourcing, we can also advise on IT infrastructure outsourcing. Data strategy and governance IT strategy and design Roadmap and architecture migration strategies Solution selection ...

Digital & Technology Transformation for Wealth Management, Private Banking, Treasury, Asset Servicing, Core Banking, Open Banking, Digital Banking, Lending, Embedded Finance, Alternative Finance, Open Finance, Payments, InsurTech, RegTech, Wealthtech, FinTech & SupTech...

relevant regions

• Africa
• Asia
• Caribbean
• Eastern Europe
• Middle East
• Western Europe

Independent wealth managers now have access to superior tools, capabilities, and infrastructure previously limited to very large institutions. Technology consulting from Mirador will help you select the right combination of technologies and service providers based on your needs. We’ll show you how to integrate these technologies and deploy them, as......

relevant regions

• North America
• Oceania
• South America
• Western Europe

Advent Geneva consulting Operations subject matter expertise Build technology blueprint Implement and maintain systems Polyglot technologies Spreadsheet automation Bespoke App & report development ...

relevant regions

• North America

Empathetic by nature, we refuse to rest on our laurels or rely on preliminary information. We delve deeper. And explore every angle to ensure the correct problems are fixed – in the correct order. Driven by data and a fully-defined strategy, our team can provide valuable technical solutions that are built......

relevant regions

• Western Europe

The issue Wealth managers support and maintain multiple critical systems, many developed in-house or acquired through mergers over many decades. Coupled with potentially high operational risk, the expense of historic infrastructure, increasingly scarce skills, duplication of compliance effort and high fixed costs make total cost of ownership a compelling business case.  The......

Systems integration Consumer appetite for new financial products, services and digitally enabled experiences continues to grow. To keep pace, financial institutions must innovate, fast. Quick delivery to the market necessitates integrating innovation into highly complex core systems. To complicate matters, dramatic enhancement of the customer digital experience is just one part of......

relevant regions

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

As technology continues to develop, with this the regulatory environment evolves to meet the changing risks. For example, the new European Data Protection Regulations comes into force soon, with changes in the scope of the data protected and significant increases in the sanctions available to the regulator. As regulations change, how......

The growing digital transformation agenda and expectations of the consumer will continue to place greater pressure on IT services. It is essential that Boards and Senior Management have confidence that the technologies and processes in place are resilient, and recovery plans are effective if required. Technology resilience remains one of the......

relevant regions

• Western Europe

Implementing a new technology solution is fraught with difficulties and complexity. There are many well documented examples where projects have failed with adverse strategic, financial and reputation implications for the business. Why does this happen? Simply, sustainable change is difficult if not managed  generate a number of significant issues including large overruns, deliverables which......

Your technology and platform strategy should follow the business strategy. There is no need to re-invent the wheel. Focus on your differentiating capabilities and leverage our experience and deep understanding of the solutions market. Platform strategy Selection & Negotiation Implementation ...

relevant regions

• Western Europe

Luxoft, a DXC Technology company, is a leading provider of digital strategy and software engineering services to the financial services industry. Our expertise includes providing end-to-end services for Temenos, the world's leading banking software. Our team of experts is well-versed in implementing, customizing and supporting Temenos software to enable our......

relevant regions

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

  For Asset & Wealth Managers: 1. On demand COO/CTO advice 2. Assessment of current Operating Model & strategic fit 3. Definition of a Platform Strategy 4. Architecting the Target Operating Model 5. Advise on contract negotiation 6. Project Health-check 7. On-demand domain expertise For Platform Providers: 1. On-demand Product Manager advice 2. Definition of a Product Strategy 3. Assessment of current offering & market fit 4. Advice on client experience improvements 5. Help the......

relevant regions

• Eastern Europe

Pillar 1 Governance A framework under which software Quality Assurance and Testing is embedded and delivered within Financial Services organisations. Quality Strategy Test Management Test Estimation & Planning Test MI & Reporting Defect Management Test Resource Management Test Environment Management Test Data Management Pillar 2 Functional Verifying and testing your functional requirements & ensuring your applications meet the high expectations of......

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

relevant regions

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

Customer experience, product and design A new mandate for comprehensive and continuous digital experiences has put a spotlight on designing products that meet customers’ expanding demands. Embedding customer experience into products and design is more important than ever. Today, only by creating extraordinary and dynamic digital customer experiences can organizations drive......

Trading systems have experienced major shifts in the recent couple of years. Obviously trading is no longer something that happens only behind the doors of major financial institutions - trading has expanded into the mass market. Today people want to trade themselves and consequently a need for proper educational engines......

Drawing on almost 17 years of vertical specific work in FinTech, payments and SaaS, our investment bankers possess a uniquely deep understanding of these technologies, and the needs and challenges of the owners and founders who have built their businesses around them.  It is precisely this industry specific expertise and knowledge,......

relevant regions

• North America

We help our clients navigate and solve their most pressing challenges, from ESG to Capital Resolution, Digital and Cross-jurisdiction Regulatory & Risk programmes. Our senior team (ex CIO, CDO, MD level from major FS firms) has deep industry experience for rapid diagnostic, problem-solving and complex engagements. Successful transformation requires a clear understanding......

relevant regions

• North America
• Western Europe

The Solve team has led many high-profile transformation and change programmes across the Wealth and Investment Management sectors including the outsourcing of services, new technology implementations, regulatory change and M&A integrations. We know where the “gotchas” are, and we use our experience to efficiently deliver to time, scope and budget. But......

relevant regions

• Western Europe

ReportingSoft offers independent consulting services for Temenos Triple'A Plus projects: Triple'A Plus audit, upgrades, training and consulting. We provide advice on how to design, configure and customize the Triple'A Plus platform to meet your business needs. Triple'A Plus project management and coordination Business needs analysis Triple'A Plus configuration and customization ...

Research Research underpins everything we do. We interview and observe your target users to understand their goals and frustrations with current products and processes. We deliver recommendations and a business case for change that informs future product development. Product prototype We design the user experience and develop a prototype of your new digital product.......

relevant regions

• North America
• Western Europe

We’ve seen first-hand what it takes to build the best digital experiences and honed our user experience (UX) design practice based on what we’ve learned tackling the most complex challenges....

relevant regions

• Western Europe

Using experience, data, and best practices to deliver results Whether you need annual valuation services or a financial valuation to plan your exit, our extensive knowledge of the M&A market for independent financial service professionals (RIAs, Registered Reps, CPAs, and insurance agents), makes us uniquely suited to deliver accurate and reliable......

relevant regions

• North America

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

relevant regions

• Asia
• Oceania

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

relevant regions

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

Our wealth and asset management expertise The wealth and asset management sector has been weathering a perfect storm of economic uncertainty, rising interest rates and poor market performance. In addition, thematic challenges of poor data quality, clunky manual processing and increasing regulatory expectations are perpetuating inefficient and high-cost operating models. In......

relevant regions

• Africa
• North America
• Western Europe

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

relevant regions

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

We can drive increased productivity and performance across your enterprise by helping you do the following: Deliver differentiating digital experiences Boost operational efficiency through optimized operating models Maximize quality and value of data for the firm and your clients Perform comprehensive search and selection processes for vendor solutions Refine client reporting and communications strategies Drive client-centric......

relevant regions

• North America
• Western Europe

The research provides practical strategies and solutions to help you meet real-world challenges including these: Validate your systems strategy Understand industry operating models Stay current on technology trends Identify emerging trends that may affect your business Reduce risk from systems decisions Understand where your peers are focusing their efforts ...

relevant regions

• Asia
• North America
• Western Europe

Wealth management technology Mink Hollow Advisors provides strategic advisory counsel to the C-suite of leading wealth management platforms and other financial advisor technologies. We leverage our broad industry and operating experiences in the creation of sustainable competitive advantages and building “deep moats” leading to value creation for clients and shareholders. Our core......

relevant regions

• North America

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......

Wipro empowers enterprises in their continuous transformation journey by providing full stack cloud services - Edge to Cloud - across domains delivered through Cloud Studios. Wipro’s unique 'Business First' strategy and industrialized solutions approach supported by strong industry domain and partner ecosystem positions us uniquely to help the enterprises of......

relevant regions

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

Management At the core of the business are our project and programme managers who are adeptly qualified to provide expertise across the delivery lifecycle. From project initiation through to implementation, we are able to lead complex programmes and projects for our clients, combining our deep industry experience as individuals with our......

relevant regions

• Western Europe

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

relevant regions

• Asia
• Eastern Europe
• Western Europe