Technology Strategy & Consulting

With so much ongoing change across such diverse areas in relation to the technology infrastructure and needs of wealth managers, it has become increasingly hard for any wealth management firm to remain up-to-date and able to determine and deliver their technology strategy alone. The role of external resource and specialist knowledge such as those delivered by the solution providers in our Technology Strategy & Consulting business need are now perhaps more critical than ever for any wealth management firm to remain relevant and competitive.

  • Total Solutions211
  • Solution Providers127
  • Knowledge Resources460
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London, United Kingdom

CIL Management Consultants

Founded in 1986, CIL has extensive experience helping businesses to identify and prioritise the best opportunities for growth. We approach our clients’ challenges with passion and energy, conducting exhaustive and tailored analysis, guided by deep industry expertise. Typical engagements involve extensive primary research, competitor assessment and evaluation of business performance. We......

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London, United Kingdom

Engineering - Turbo Traction

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

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Chicago, IL, United States

Practifi

Practifi is the single, unified workspace for every role in a high-performing advisory firm. With insightful dashboards, rich client views, intelligent automation and advanced analytics, Practifi helps Advisory, Client Service, Compliance, Management and Marketing teams gain actionable insights and improve operational efficiency to deliver exceptional client services. ...

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London, United Kingdom

11:FS Pulse

Stay ahead of the curve Keep on top of the latest market trends with our dynamic and continuously refreshed competitor analysis. Our rich database has user journey videos from leading fintech and financial services companies as well as best in class examples from other industries across the globe. Solve today's problems See how......

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Singapore, Singapore

3ES Consultancy Services

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......

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London, United Kingdom

3LDC

Frameworks Governance - Regulation - Risk Control 3 Lines of Defence Consulting (3LDC) specialises in providing senior management and the relevant control teams with blended advisory and support services in the financial services sector to guide them through the complex requirements. We facilitate and enable firms in terms of assessing, enhancing and......

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London, United Kingdom

4LOD

4LOD is focussed on the provision of software solutions for financial service firms, professional service firms, corporate organisations and governmental agencies.  4LOD delivers software solutions through both its 3LDC Group services and its external partner network. These software solutions enable our own user interface and allow international clients to enhance their......

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Greenwich, CT, United States

Accordia Group Services

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......

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New Bedford, MA, United States

Adelia Risk

Adelia Risk is a Boutique cybersecurity agency that works exclusively with small, high-value companies in highly-regulated industries, including financial services, medical/biotech and government contracting. These companies must adhere to a much higher standard of cybersecurity than most other businesses and, therefore, need a more sophisticated approach that is still easy to......

London, United Kingdom

Adox Research

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......

San Jose, CA, United States

Advanced Analytics

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.......

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London, United Kingdom

Advisory

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

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London, United Kingdom

Advisory

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

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Brisbane, QLD, Australia

Apache Digital Transformation

See how digital transformation can change your business Partnering with Microsoft helps your organization transform into a digital company by developing new capabilities.  Engage your customers Tailor individual customer experiences by harnessing data and drawing actionable insights.  Empower your employees Help employees to achieve more by creating a work environment that's intelligent, flexible, and secure.  Optimize......

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Geneva, Switzerland

aperture Strategy Consulting

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......

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Hyderabad, Talangana, India

Athena for Banking & Finance

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......

Troy, MI, United States

Atos Syntel for Capital Markets

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,......

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Athens, Greece

Axia Custody

Axia Custody supports post-trade processing for Global Custodian, Sub-Custodian, Agents and Mutual Fund Custodian delivering fully (STP) automated, 4-way matching and settlements ensuring improved communication among Market, Local Brokers, International Brokers, International Broker Agents, Sub-Custodians, and Clients. It is worth noting that the system has a 2-Way SWIFT (SMPG standards)......

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New York, NY, United States

Banking Digitalization

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

Singapore, Singapore

Banking Technology

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......

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Boston, MA, United States

BCG Consulting for Financial Institutions

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

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Denver, CO, United States

Beacon Strategies Enterprise Consulting

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

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London, United Kingdom

BSO Managed services

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....

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London, United Kingdom

Business Analysis

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

London, United Kingdom

Business Change and Cost Transformation

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

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Schlieren, Switzerland

Business Consulting & Projects

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......

London, United Kingdom

Business continuity / crisis management / exit planning / IT disaster recovery

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 ...

Boston, MA, United States

Business Continuity Planning

When confronted with unexpected business disruptions, investment management firms must react swiftly, methodically and successfully, or else risk significant financial loss. This level of response requires extensive business continuity planning to ensure all aspects of a firm’s business are evaluated and protected. Effective Business Continuity Planning (BCP) can help minimize financial......

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London, United Kingdom

Business Integration

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

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London, United Kingdom

Business Planning

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

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Paris, France

Business Process Outsourcing

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

London, United Kingdom

Capco Digital

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

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Paris, France

Capgemini Asset Administration

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......

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Paris, France

Capgemini Payments Hub

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......

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Paris, France

Capgemini PSD2 Open Banking Solution

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......

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Paris, France

Capgemini Risk, Regulations and Compliance for Financial Services

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......

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Paris, France

Capgemini Wealth Management Services

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

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New York, NY, United States

CB Insights Platform

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......

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London, United Kingdom

Change Management

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

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London, United Kingdom

Change Management and Delivery

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

Dublin, Ireland

Client Experience

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......

Paris, France

Client On-Boarding

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

London, United Kingdom

Client Reporting

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......

Geneva, Switzerland

Cloud Consulting

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 ...

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Boston, MA, United States

Cloud Enablement

At Eze Castle Integration, we build the best cloud strategy for our clients by combining our decade of cloud experience with proven technology practices. From understanding business requirements to designing highly secure cloud solutions, we enable firms to simplify IT, increase productivity and take collaboration to new levels. Enable IT transformation......

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San Jose, CA, United States

Cloud Transformation

  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......

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Teaneck, NJ, United States

Cognizant Advisor Workstation and Client Portal Redesign

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......

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Teaneck, NJ, United States

Cognizant AI-Enabled Advice and Service Delivery

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......

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Teaneck, NJ, United States

Cognizant Client Onboarding for wealth management

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......

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Geneva, Switzerland

Company digitalisation

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

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New York, NY, United States

Competitive Analysis

The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives. Competitive Analysis consulting services is provided from having extensive industry knowledge of front-office portfolio management technologies, back-office custody......

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London, United Kingdom

Complex Change and Business Transformation

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

Newtown, PA, United States

Consult

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

London, United Kingdom

Consultancy

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......

Jamberoo, NSW, Australia

Consultancy

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

London, United Kingdom
London, United Kingdom

Consulting

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

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Schaan, Liechtenstein

Consulting

Compliance combined with digital processes and digital platforms offers unique opportunities to achieve your business goals. Our team of topic experts in digitization, compliance, client onboarding, blockchain & cryptocurrencies has a broad overview of innovations on the market and is able to bring them into your organization. Whether you are......

Reykjavik, Iceland

Consulting

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......

Orange, CA, United States

Consulting Services

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......

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New York, NY, United States

Core Business Operations Consulting

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

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Boston, MA, United States

Creating agile enterprises

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

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London, United Kingdom

CRM & Distribution

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......

New York, NY, United States

Custom Software Development

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......

Laverton, VIC, Australia

CX Advisory, Insight and Implementation

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

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London, United Kingdom

Data Assurance

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......

New York, NY, United States

Data Management

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......

Zurich, Switzerland

Data Management

Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......

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London, United Kingdom
London, United Kingdom

Data Management Consultancy

Reformis have partnerships and relationships with many of the vendors in the data management and data governance space. However, we don’t sell software and remain agnostic from any of our relationships and our loyalties lie solely with our clients. How our data management consultancy works At an advisory level, we review your......

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London, United Kingdom

Data & Technology Solutions

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

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London, United Kingdom

Delta Capita for Asset Management

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......

Newtown, PA, United States

Design

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......

Frankfurt, Germany

d-fine for Asset Management

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......

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Frankfurt, Germany

Digital Advisory

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

San Jose, CA, United States

Digital Applications

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......

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Laverton, VIC, Australia

Digital CX Platforms, UX Design and Automation

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 ...

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San Jose, CA, United States

Digital Experiences

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

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San Jose, CA, United States

Digital Foundation

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......

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Bonn, Germany

Digitalisation

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......

Frankfurt, Germany

Digitalisation

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

Zug, Switzerland

Digitalization & IT

Disintermediation, FinTech, Social Media, Crowd Funding, Internet of Things, Cyber Security, … – all these developments were made possible through Information Technology. IT is probably one of the most prominent disruptors of business models. Classified ads have almost completely left the newspapers to go online, travel agencies have massively lost......

Paris, France

Digital Strategy

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

Toronto, ON, Canada

Digital Strategy Consulting

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....

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New York, NY, United States

Digital Strategy & Implementation

The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives As part of the Digital Strategy & Implementations consulting services, Wealth Consulting Partners offer strategic best practices support to define......

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Copenhagen, Denmark

Digital Strategy & Transformation

Become agile, lean and more cost effective through digital Like business strategy, digital strategy is about making conscious decisions about the actions to take and not to take. In short, this means outlining where you are now, establish where you want to be in the future and then specify the actions......

New York, NY, United States

Digital, Technology, Analytics

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

Cambridge, MA, United States

Digital Transformation

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

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New York, NY, United States

Digital transformation for Financial Services

Digital transformation presents the financial services and insurance industries with a great challenge and opportunity. As a leading digital IT consulting firm, Synechron is guiding them through this change with a unique combination of digital strategy, experience design, innovation, and creative & emerging engineering services. Our domain expertise allows us......

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Lucerne, Switzerland

Distinga Advisory Solutions

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

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Hong Kong, Hong Kong

DNA Financial Systems

We offer consultation and technology integrated solutions for market data, FIX (Financial Information eXchange) electronic trading systems, IP PBX-based dealing turrets and recording system , Forex dealing room management systems, and corporate treasury risk management systems. It's so difficult to get a new client but so easy to lose one by......

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Melbourne, VIC, Australia

DWS Group

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......

Zug, Switzerland

DXC Luxoft Digital Engineering

Our delivery teams provide innovation and continuous improvements by pairing digital proficiency with deep domain knowledge in capital markets, wealth management and asset management. We bind collaborative, mature delivery processes with a robust digital toolset, and combine our on-site business and domain consultancy capabilities with the ability to scale nearshore......

London, United Kingdom

Elgin White Consulting

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......

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Cambridge, MA, United States

Emerging Technology

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

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Newtown, PA, United States

Engineer

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......

Boston, MA, United States

Engineering Transformation

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

relevant regions
London, United Kingdom

Enterprise Blockchain and FinTech Development

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
Boston, MA, United States

Enterprise Machine Intelligence

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
New York, NY, United States

Enterprise Systems Transformation

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......

Sydney, NSW, Australia

Enzumo

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
London, United Kingdom

Evaluation & Selection

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......

Winston-Salem, NC, United States

Execution services

Data conversions From data mapping one system to another, data delivery and consolidation, or integration for reporting, Oakbrook Solutions brings the unmatched expertise of working with every major vendor. Integration solutions Integration is a critical component of an effective operating platform. We are familiar with most software applications in our industry and have......

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Darien, CT, United States

Expert Services

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......

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Springfield, MO, United States

Family Office Technology Solutions

Family offices need holistic, agile technology ecosystems to quickly adapt and respond to ever-changing requirements and requests. BKD offers a range of services and solutions to assist family offices in their digital transformation. Not sure where to begin? Our financial digital assessment and cloud readiness assessment can provide blueprints to help......

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Zug, Switzerland

Finalix Business Consulting

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

Copenhagen, Denmark

Financial Technology Services

At NOR Associates we understand and respect the critical nature of financial technology projects. Our consultants are highly specialized experts in successful delivery of the most challenging projects and operate with an appropriate sense of urgency. NOR Associates operate in several areas of financial technology, including Development of digital customer-facing products Development of......

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London, United Kingdom

Front Office Implementation

Reformis have over a decade of experience, selecting, integrating and implementing trading platforms for portfolio managers, traders, compliance, and middle and back offices. Our consultants have experience implementing all the major investment management platforms, including; Blackrock Aladdin, Simcorp Dimension, Charles River, Latent Zero and Markit thinkFolio. Our team of consultants know that successful......

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Stamford, CT, United States

Gartner Consulting

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

Stamford, CT, United States

Gartner for Business Leaders

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

Rowayton, CT, United States

Geronimo

The Geronimo offering helps partners set up their own cloud environment. Let’s face it if data is going to be an alpha differentiator you are going to want to control it in your own environment....

Reykjavik, Iceland

Goal Oriented Attack Simulation

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......

London, United Kingdom

GreySpark

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

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London, United Kingdom

Growth Strategy

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

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Washington, DC, United States

Guidehouse Management Consulting - Commercial Sector

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

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Pheonix, Mauritius

Harel Mallac Technologies for Banking & Finance

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......

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Amsterdam, Netherlands

HSO Financial Services

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......

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Jamberoo, NSW, Australia

Implementation and Ongoing Support

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....

London, United Kingdom

Implementation & Execution

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......

London, United Kingdom

Implementation Services

We help with defining architectures, processes and operating models, including project management and implementation. Width of scope Our experience covers front to back office activities including portfolio management, trading and risk. We also implement traditional middle and back office vendor solutions across asset managers, alternatives, private equity and real estate. Because we work......

Reykjavik, Iceland

Incident Response

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,......

Cambridge, MA, United States

Information Technology Advisory

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

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New York, NY, United States

INSART

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......

Auckland, New Zealand

Insurance

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......

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Boston, MA, United States

Investment & Wealth Management

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

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Edison, NJ, United States

Iris

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......

London, United Kingdom

IT Consultancy

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,......

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Hamburg, Germany

IT Consulting and Software Engineering

Our experienced team of IT consultants and software engineers employs state-of-the-art software technologies, tested methods and procedure models to manage your projects. No matter whether you use standard software or an individual solution: our services cover all stages in the lifecycle of a software. In our projects we primarily work in......

Copenhagen, Denmark

IT Solutions Architecture

Scale your business with an agile IT architecture Nodes has dedicated solution architects that takes a deep dive into your IT infrastructure, tech stack, development process and other key areas. During the process we get a 360 understanding of everything related to your project. A foundation that can help you make......

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London, United Kingdom

JHC Digitize

Using the Digitize service, firms will understand the benefits they can expect of digitisation, which tasks and processes can and can’t be digitised and what the cost of moving from a manual, multi-platform way of working to automated and streamlined workflows, is likely to be. Process Workflows, systems and procedures—across front, middle......

Zug, Switzerland

Lykke Business

We provide technology solutions in the dynamic financial, consumer, and service sectors. Our extensive knowledge and experience help us serve enterprises by building, launching and operating Platforms powered by Blockchain. Through the experience of building and operating our own platforms as trading and marketplace platform we know what it takes......

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Zurich, Switzerland

Managed Custom Development

Software development and quality assurance around financial services is our DNA. We implement additiv KickStarterTM – Hybrid Wealth Manager tailored to suit your wealth management needs. Our business and technical expertise enables us to listen to your business needs and customize according to your strategy including: Customer onboarding journey, Custom custodian API interfaces, Market data API interfaces, Trading......

London, United Kingdom

Management Consultancy

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

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London, United Kingdom

Market Entry

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

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London, United Kingdom

Media

Authoritative, provocative, human At 11:FS we’re building a media company for financial service professionals fit for the digital age. 11:FS Media publishes new content on a daily basis, across audio, video (recorded and live streamed) and written, distributed through multiple digital platforms. This content is consumed by hundreds of thousands of people......

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Princeton, NJ, United States

Microservices

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......

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Bedminster, NJ, United States

Mosaik Consulting

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......

Bangalore, India

Mphasis Digital Advice

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......

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San Francisco, CA, United States

OCTO™

Expert guidance The F2 OCTO™ augments a wealth management firm’s current team and elevates their wealth technology offering by providing expert guidance from experienced industry executives who work in partnership with the firm leadership. Flexible resources While the specific OCTO™ role changes based on the current needs, challenges, or goals of an organization,......

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London, United Kingdom

Omdia Research and Data Solutions

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......

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Boston, MA, United States

Open Banking, Data & API

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....

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London, United Kingdom

Operating Models

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

London, United Kingdom

Operational Assessment

Finlight brings unparalleled access to IT competencies, audit and family office practitioners. We can help you map, assess and price your operational costs and processes. This provides family offices, wealth managers and asset managers with a formalised process review that is in line with the SOCC1 report framework. Furthermore, we......

Munich, Germany

Operations

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

Greenwich, CT, United States

Operations Automation & Modernization of Legacy Systems

Operations Automation & Modernization of Legacy Systems We have broad experience in using statistical programming languages (Python, R) and toolkits to analyze large, complex datasets. We have technical expertise in optimizing data collection, database design, data mining, data modeling, and data analysis. Our investment management technology specialists work in small, agile teams,......

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Redondo Beach, CA, United States

Operations & Technology Consulting

As RIAs grow, they oftentimes add duplicative technology and their back office turns into an overcomplicated web of systems.  PFI Advisors can help you simplify and consolidate your RIA’s infrastructure to optimize integrations, workflows, and functionality. Service areas include: Technology assessments Vendor due diligence Technology conversions Opening new office locations ...

Newtown, PA, United States

Optimize

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......

Jersey City, NJ, United States

Orbis Systems

For financial firms around the world, Orbis Systems offers a one-stop solution to every FinTech need. Our industry experience enables us to effectively transform the financial lifecycle. Whether you need a consultation or an extensive digital transformation, we help companies of all sizes create value for you and your clients.......

Boston, MA, United States

Outsourcing Transition Services

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......

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Columbus, GA, United States

Periscope Advantage Consulting

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

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Cambridge, MA, United States

Privacy and Security

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

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London, United Kingdom

Product Design

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

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Hamburg, Germany

Product Services

Temenos Triple’A/WealthSuite Triple’A Plus, now renamed Front Office as part of the Temenos WealthSuite, is a complex system which entails various challenges: the mandatory release upgrade, the digital transformation, migration to Oracle and efficiency in everyday operation. The integration of fintechs, the introduction of TCIB and the implementation of MiFID II......

Zurich, Switzerland

Project Consulting

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......

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Singapore, Singapore

Project Implementation and Management

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......

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Derbyshire, United Kingdom

Qlik Consultancy

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  ...

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Zug, Switzerland

Regulatory & Compliance

Advisory and process Addressing, defining, and implementing vital governance strategies with robust management and reporting structures. Change/build Helping you meet regulatory demands, as well as reduce and control compliance costs through proven strategic solutions. Integrate Identifying all your buy/build needs, from implementing packaged solutions to integrating with existing systems. Digital enablement Meeting regulatory needs with new technologies......

London, United Kingdom

Reporting Solutions

Clients can benefit from both fixed-format reporting solutions to meet a specific, regular requirement for data, as well as ad-hoc reporting and data mining requirements, generally served by data warehousing and business intelligence initiatives. Our experience in this field enables us to guide our clients from business case, through solution......

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London, United Kingdom

Research

Your customers With so much potential work to undertake, where do you know to begin? We build intelligent, disruptive services through unparalleled insight around the most important factor: your customer. Our Jobs To Be Done (JTBD) framework provides clarity, insight and actionable next steps. Understand and Identify your customers’ fundamental motivations Support teams to......

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San Francisco, CA, United States

Research

F2 Strategy also leads the only peer-to-peer community of global wealth tech decision-makers of its kind. Armed with data, insights and experience, this exclusive group of leaders is driving the evolution of the industry together....

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Singapore, Singapore

Risk Management and Compliance

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
Zurich, Switzerland

Robotic Process Automation

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......

New York, NY, United States

Salesforce Strategy & Implementations

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....

Piscataway, NJ, United States

Scalable Fortuna

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
Zurich, Switzerland

Seamless Managed Implementation

Implementations can be a challenge. To gain the true value offered by additiv KickStarterTM – Hybrid Wealth Manager, you need a robust implementation partner. QCENTRIS’s approach to delivery ensures a smooth transition. Having worked with additiv for many years, we have a unique perspective when it comes to understanding additiv’s client’s......

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Zurich, Switzerland

Security Consulting

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
London, United Kingdom
New York, NY, United States

Software Product Development

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
Zurich, Switzerland

Software Solutions

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
Zurich, Switzerland

Soranus IT Strategy Consulting

Soranus is your partner for IT strategy consulting as well as for the evaluation of operating models, sourcing providers or software solutions. Our consultants develop the necessary concepts and take responsibility for the implementation and integration of selected banking platforms, be it core banking platforms, customer portals or front-end applications. We combine......

San Francisco Bay Area, CA, United States

Springboard Advisory Group

Springboard Advisory Group is an independent consulting firm that delivers management and technology services to wealth managers. We help growth-oriented wealth managers overcome their technical, operational, and people challenges by providing consulting and execution services to: Transform technology​ Develop teams​ Advance business strategy​ Excel operationally​ ​When working with Springboard, firms say they feel heard and......

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Boston, MA, United States

Strategic Assessment Services

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

relevant regions
Vilnius, Lithuania

Strategies for Digital Transformation

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
San Francisco, CA, United States

Strategy

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

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London, United Kingdom

Support and Upgrades

As specialists to the finance sector we keep on top of developments such as major releases from vendors. We know where the costs are and what can be cut. And we have the skill sets and resource to support and upgrade your business technology. Support: With a long track record of successful......

London, United Kingdom
London, United Kingdom

Systems and Technology Assurance

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......

Boston, MA, United States

Systems Implementation & Integration Services

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
Boston, MA, United States

Systems Strategy & Selection Services

Leverage proven methodologies When it comes time to replace your technology, you need a tried-and-true approach to guide the process. Using our proven methodologies, we’ve successfully delivered over 20 systems strategy and selection projects in the last 5 years. We begin the systems strategy process by determining your key stakeholders and assessing......

relevant regions
London, United Kingdom

Talks

Speaking services From internal workshops and private functions to global launches and conferences, we have the expertise to make your event a triumph. Informative and entertaining hosting, chairing and moderation Keynote talks from international leaders in fintech Subject-matter experts to take panels to the next level ...

relevant regions
Mumbai, India

TCS Customer Experience Management Suite

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
Mumbai, India

TCS Digital Mortgage Services

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
Mumbai, India

TCS Financial Crime Compliance

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
Mumbai, India

TCS Insights Driven Business and Operations Framework

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
Mumbai, India

TCS Integrated Blockchain Solutions

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
Mumbai, India

TCS Integrated Information Controls Framework

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
Pune, India

Tech Mahindra for Banking, Financial Services and Insurance

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......

Bath, United Kingdom

Technical Architecture

Altus technical architects Help organisations set IT strategy and ensure its alignment to goals, governing technical change and helping shape and scope the technical aspects of business and IT change programs. For business change to be successful, early engagement of a skilled IT architect is essential to articulate the IT impact and......

London, United Kingdom

Technology

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 ...

Hicksville, NY, United States

Technology Consulting

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

relevant regions
Dublin, Ireland

Technology & Core Platform Modernisation

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......

London, United Kingdom

Technology Delivery

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
London, United Kingdom

Technology Regulatory Reviews

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......

London, United Kingdom

Technology Resilience

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
London, United Kingdom

Technology Risk Assurance

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......

New York, NY, United States

Technology Roadmap Design and PMO Support

The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives. As part of Technology Roadmap Design and PMO Support, Wealth Consulting Partners identify technology requirements to fulfill your vision......

relevant regions
London, United Kingdom

The FS Quality Blueprint

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......

London, United Kingdom

The TDH Database

Standardised understanding – Over 1,600 financial technology providers, presented consistently, enabling financial institutions to easily scan the ever growing innovation landscape. Taxonomy led approach – Search via; functional taxonomy, sector alignment, semantic tags, company name or by named individuals. Sophisticated tracking toolkit – Keep up to date with emerging technology firms and assess progress of......

relevant regions
London, United Kingdom

The TDH Scorecard

The TDH Scorecard assess technology vendors key capability indicators in the following areas; Business model – assessment of market, strategy, innovation and product or service offering Customers – review of reputation and relationship with customers and how well the company is able to adapt to customer needs The team – measure of experience, effectiveness and leadership Financials –......

relevant regions
London, United Kingdom

The WealthTech Landscape Report Series (WTLRs)

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

relevant regions
Chicago, IL, United States

ThoughtWorks

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......

New York, NY, United States

Trading Solutions

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......

Lausanne, Switzerland

Triple'A Plus Consulting

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 ...

London, United Kingdom

User centred digital solutions

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.......

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Auckland, New Zealand

Wealth

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

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New York, NY, United States

Wealth & Asset Management Business Advisory

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

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Rockland, MA, United States

Wealth Management Consulting

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......

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Rockland, MA, United States

Wealth Management Research

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 ...

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Dublin, Ireland

Wealth Operational Efficiency

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

Bengaluru, India

Wipro Cloud

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......

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Zurich, Switzerland

Zühlke for Banking

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

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Knowledge Resources

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