Objectway Cloud service delivers the most complete and scalable wealth and asset management platform in the market, supporting over 100 clients with more than one trillion euros of AUM. Objectway Cloud solutions free clients from the need to manage all software, technology and infrastructure issues, enabling time and cost-saving, allowing to focus more......

Client type

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

Relevant Regions

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

Objectwaysustained investment in technology ensures our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates customer journeys through automation,......

Client type

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

Relevant Regions

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

Huge opportunities exist for small or scaling companies to take advantage of new and highly skilled software engineering resource pools in low-cost locations. However, major barriers and logistical challenges exist for companies without dedicated technology management teams or those which lack experience or the necessary bandwidth to source and manage remote......

Client type

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

Relevant Regions

• Asia
• Eastern Europe
• Oceania
• Western Europe

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

Client type

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

Relevant Regions

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

Wherever you want to venture our expert teams in strategy, design, product, engineering, research and delivery will get you there. We’ll take you from blue sky thinking to bottom line impact. Wherever you want to venture our expert teams in strategy, design, product, engineering, research and delivery will get you there.......

relevant regions

• 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

• Eastern Europe
• 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......

Alternatively, you may find yourself in a position that you will responsible for a new area of expertise or you may want to validate your command of the software and share ideas with your peers. In short, we can all benefit from continuing education. Your success and hence the success of......

relevant regions

• North America

Alchemy Monitor is a comprehensive suite of dashboards and alerts for app health, performance, and user behavior. Get started free today!...

Alchemy Supernode is the most widely used Web3 API with supercharged reliability, data correctness, and scalability. Get started free today!...

Portfolio accounting Liquid and non-traditional asset focused, tax lots, generate accrued income. Expense management General ledger accounts payable, check writing, cash management, balance sheets, liabilities. Tax preparation Tax lot, cost basis backfill and matching. Performance reporting Daily time-weighted and dollar-weighted performance at any roll-up level. Portfolio planning & research Links to research, financial planning, rating systems, risk analysis, attribution......

relevant regions

• North America

Who benefits? Companies that are going to continue to use and develop their existing information systems Companies who want to understand how their information systems work Companies that need closer integration of legacy and new information systems How we can help Focus your IT department on solving current problems and challenges, not diverting resources to......

relevant regions

• Eastern Europe
• Western Europe

Do you have applications that exhibit one or multiple following traits? Poor or no support from vendor Poor or no support due to obsolete technology and lack of expertise No equivalent package available in the market High maintenance cost due to poor design in the first place Emergence of state of the art technologies may......

relevant regions

• Asia

Cyber security starts here To make you secure we focus on 3 key pillars of your business: Technology People Process For any solution to work, all 3 must be secure and working together. So the first step of our process is to review all 3 areas to see where your technology, people and processes are......

relevant regions

• Western Europe

Several factors like emerging protocols, peer competition, and new clients’ onboarding have led to a complex asset management landscape. Global companies must meet evolving stakeholder expectations across investors, regulators, and partners, while ensuring stringent compliance. Driven by these market forces, firms are outlining enterprise-wide transformation blueprints impacting process, technology, and people.......

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

Introducing Avaloq as a new core bank application significantly increases a bank’s efficiency, among other things. Before it can reap the benefits, a challenging project must be implemented throughout the bank. The project’s purpose is to adapt Avaloq and familiarize the bank with the new conditions (often changes in the......

Introducing a new core bank system is a far greater challenge than a typical IT project. One of the main reasons is the high number of stakeholders. The greatest challenge lies in coordination between specialist department and IT. BANKINABOX® simplifies and accelerates precisely that process and helps with redefinition/adjustment of......

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

Market changes and regulation are forcing retail banks into a profound transformation. In an increasingly digitalised world, banks are poised to play an essential part in the life of their customers – but only if they are able to build strong engagement with them. Fierce competition forces banks to be proactive......

relevant regions

• Asia
• Central America
• Eastern Europe
• North America
• 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

Core Offering, BlockExMarkets A dedicated site for BlockEx trading portal demonstration. Enterprise-grade trading system, matching engine, middle office and built-in banking. White Label Trading Portal and System Turnkey trading and STP solution for brokers. Software skin and configuration for brokers. Middle office, reconciliation and reporting system. Built-in banking, KYC and payments rails. Built-in wallet and crypto custody......

relevant regions

• Western Europe

Structured for success BSO Cloud combines physical products with highly specialised consulting and managed services, giving our customers the optimal cloud experience whatever their industry. Great cloud services underpin great applications Optimise your cloud environment to meet your technical and business objectives. BSO Cloud makes cloud effortless through our collaborative approach to building......

relevant regions

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

Our data centres suites are purpose built to high specification with guaranteed 99.99% availability and consolidated SLAs, simplifying your global IT management and growth plans. Quarter rack, full rack or bespoke build - our range of offerings let you scale at your own pace....

relevant regions

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

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

Our network encompasses 240+ data centres across 33 countries, 40+ cloud on-ramps, is integrated with all major public cloud providers and connects to 75+ on-net internet exchanges and 30+ stock exchanges. Your data is hosted closer to customers, reducing latency and creating an unrivalled user experience....

relevant regions

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

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

relevant regions

• Asia
• 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......

Under the umbrella of Metasite Data Insights we have our team of BI professionals with extensive experience in delivering robust, highly-usable and cost-effective BI solutions to corporate clients in financial, telecom and aviation industries – across 8 countries and counting. Metasite Data Insights team works with two groups of clients: Established companies......

relevant regions

• Eastern Europe
• Western Europe

Enterprise systems tend to be IT-centric and unaligned with any business strategy, which impedes the ability to change how business is being done and weakens agility. Business Process Management (BPM) is a game changer that can address this situation. In the past, BPM was misused, often utilized for building standalone enterprise subsystems and......

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 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

The recent financial crisis has led to a significant increase in the level of regulation, oversight and scrutiny of the financial services sector. Governments around the world are placing a greater emphasis on risk management and operational procedures, intensifying the pressure on investment banks, brokerage firms and hedge funds.  This increase......

Scalable, optimised and safe We are a tech company with 22 years of experience in creating software solutions. We have developed various, highly valuable cloud solutions including the ones related to data. Choose global cloud infrastructure and enjoy your product being used by customers from all over the world. All in a secure......

relevant regions

• Eastern Europe
• 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

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

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

relevant regions

• Western Europe

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

Confinale is Avaloq's Implementation Partner. The vast majority of our IT consultants are certified as Avaloq Certified Professional. Tailor-made Our IT consulting implements IT projects 'end-to-end' or supports our customers in certain areas of a project. According to your needs! Business and IT combined The combination of well-founded technical and IT know-how under one roof characterises......

relevant regions

• Western Europe

Consulting, conception & architecture In the consulting and conception phase, we take up your existing business processes, analyse them and optimize the process steps together. Digitalisation often enables such processes to be carried out more efficiently and cost-effectively. Design, prototyping & development In the design and development phase, your requirements are implemented accordingly.......

relevant regions

• Western Europe

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

MD Solutions Consulting identifies the ways your core business capabilities encourage growth opportunities. We are passionate about harnessing innovation to tackle the most complex issues. Incremental changes are good but building for the future means making bold moves, reaching for greatness, and dealing with tough decisions to transform your business. MD......

relevant regions

• North America

Continuous Testing can be seen as the final step in the Continuous Delivery Process, augmenting software quality processes and ensuring speed, agility and risk management. An effective Continuous Testing strategy forces an organization-wide cultural change to align Dev, Ops and QA/Testing as part of the true DevOps philosophy enabling organisations......

relevant regions

• Western Europe

Performance testing, as a whole, is one of the most important things you can do when building an application. The benefits of load and performance testing include determining how much load an application can handle before it crashes in production, when to add another server, when to reconfigure the network,......

relevant regions

• Western Europe

Our approach is to tailor our experience to your needs. A typical outsourcer offers a “one-size-fits-all” approach to investment management operations. However, we know every manager has a different set of challenges and needs; what suits an asset manager might be irrelevant to a family office. MD Solutions will work......

relevant regions

• North America

Great technology sets your business apart from the rest. We build innovative technology solutions for high-quality financial organisations, accessed through a single hub. Our philosophy is based on the principles of security, quality and simplicity, with a tightly integrated software ecosystem that drives efficiency and automation across your entire business. Alongside......

relevant regions

• Western Europe

How IFIS can help you? We can not only understand your challenging IT problems, but also solve them by taking complete ownership during requirement, design, implementation, testing and go-live phrases of SDLC. Our skilled specialists know the game of business and deliver successful solutions that accord with all the specific requirements while invariably staying......

At MD Solutions our team of highly experienced engineers and developers allows us to say ‘Yes’ to all your custom engineering needs.  We work with your firm to understand your needs and apply our deep knowledge of the financial industry and your technology platform. Next we efficiently develop your request and......

relevant regions

• North America

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

relevant regions

• Africa
• Asia
• Western Europe

When it comes to cybersecurity, once confidence is lost, investors will simply take their capital elsewhere. Rest easy. Our cybersecurity consulting and suite of solutions will provide you the peace of mind you need. Proactive prevention boosts investor confidence Banks and credit card companies work hard every day to protect their customers......

relevant regions

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

Proper implementation From product installation and migration to tech-on-tap services, firewall optimization, and service tune-ups, our highly certified field engineers provide everything you need to ensure your security technologies function correctly and integrate seamlessly into your current IT infrastructure. The implementation team that plans and deploys your implementation or data migration......

relevant regions

• North America
• Western Europe

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......

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In an unpredictable world, investment firms can never be too prepared. And in the high-stakes industry of investment management, downtime is not an option. That's why forward-thinking investment management firms rely on ECI’s Data Protection services. We deliver Disaster Recovery via our Private Cloud or Microsoft Azure providing flexibility and unlimited capacity. Whether......

relevant regions

• Asia
• North America
• Western Europe

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

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......

ITC successfully and consistently deliver projects on time and within budget to high profile customers, large and small. Our seasonal delivery teams are entrusted to manage engagements ranging from global transformation deployments across 100 countries, to the relocation of critical live data centre environments, whilst assuring business continuity throughout. As you......

Our fully accredited security & network consultants are committed to helping you address your key business challenges, harnessing new opportunities and performance from technology developments, improving existing process and adapting to an increasingly insecure ‘cloud’ based world. Over the last two decades our security, network & design consultants have built......

Custom development and staff augmentation To improve business processes and workflows, we help clients to create custom built front-end web applications that link the requirements of business with those of stakeholders. We offer the ultimate in business process automation and custom-built workflows for private equity deal processing and many other applications......

relevant regions

• Asia
• North America
• Western Europe

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

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

relevant regions

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

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

relevant regions

• Western Europe

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

Digital innovation Today, both banks and insurers need to evolve their business models. On the one hand they need to provide products and services that improve customer experience and stand out from the competition, on the other they need to improve operational efficiency to reduce costs and increase profitability. All this......

relevant regions

• North America
• Western Europe

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......

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

relevant regions

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

Strategy & ideation Our strategy and ideation methodology analyses and understands every area of your business, identifying opportunities for new ideas, services or digital roadmaps. We then work alongside you, providing the strategy and guidance that empowers new businesses and transforms existing ones. Strategy documentation ROI analysis Digital roadmaps KPI development Discovery Our ability to identify and......

relevant regions

• Western Europe

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......

relevant regions

• North America

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......

relevant regions

• Asia

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......

We help you transform your business to become digital by disrupting the status quo: deliver software faster, unlock new revenue streams and rethink your execution. As your partner, we guide you through all steps of the process – from innovation and design to global project delivery, to applying and bridging......

relevant regions

• Western Europe

We act as a single service provider enabling and monitoring your entire IT infrastructure for greater security and availability. ECINet is completely secure, meaning firms can rest assured their critical information is always protected. For firms with multiple offices or data centers around the world, ECINet enables seamless communication and......

relevant regions

• Asia
• North America
• Western Europe

Global network services ECI’s Global Network Services provide support for clients’ physical networks including firewalls, switches, routers, and access points, as well as overall network monitoring via our 24x7x365 fully operational network operations center (NOC). We manage configuration changes and incident resolution for network devices and provide network maintenance and troubleshooting. The......

relevant regions

• Asia
• North America
• Western Europe

At Edge, our difference is our people and the talents that they possess. Our seasoned team of technology professionals focus their skills on serving the demanding needs of some of today’s leading alternative investment firms across the globe. Their expertise and knowledge is available as a service to help you......

relevant regions

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

Unparalleled anywhere in the world, our support experts at service desks across the U.S., Europe and Asia Pacific understand your firm’s unique requirements and are there for you any time of the day or night. IT experts with in-depth financial services knowledge We don’t just rely on personnel with strong technical backgrounds......

relevant regions

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

We accomplish this by identifying opportunities presented by emerging and established technology trends. In addition, we also put a key focus on avoiding the pitfalls of operating within complex legacy financial services architectures. Our propositions Tactical technology development We can provide you with considerable cost-savings through the use of tactical technology which seamlessly......

relevant regions

• Western Europe

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

DevOps helps an organization deploy software more frequently, while maintaining service stability and gaining the speed necessary for more innovation. Validata integrates with all major CM systems, adapts to complex processes with high scalability and orchestrates the full Temenos T24 software stack. It combines Application Lifecycle Management (ALM) environments, release and......

relevant regions

• Western Europe

There are few organisations that can match our engineering knowledge and experience. Some of the UK’s largest organisations utilise and can endorse our network engineering security services across the spectrum. At the top end, we are professional trouble-shooters, often solving networking problems where others have failed. By contrast we can provide......

How IFIS can help you? Define your specific integration problem in a useful form that enables a real solution. Develop your own EAI architecture and ensure interoperability of legacy, client-server and modern technology applications. Choose the best among messaging architecture, object architecture, and transaction architecture. Work with the best implementation technologies Utilize the proven Secure......

IT infrastructure at most telecom, financial services and retail companies consists of a large number of business applications and software systems that perform a variety of tasks – e.g. support for marketing, sales, customer service, operations, accounting, human resources, general management and business intelligence. More often than not these are very......

relevant regions

• Eastern Europe
• 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......

Today’s organizations are only as dynamic as the technology systems that support and enhance their business functions. Enterprise technology must do much more than keep the wheels turning; it needs to be the engine that drives functional excellence and the enabler of innovation and long-term growth. Deloitte’s IT and technology professionals......

relevant regions

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

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

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......

relevant regions

• North America

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

relevant regions

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

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......

relevant regions

• North America

FIDLEG affects practically the entire value creation process of a bank. Most requirements require technical implementation. However, many requirements are still in flux and will not be finalised until the end of 2019. Nevertheless, the IT systems must already be set up as far as possible at this point in......

relevant regions

• Western Europe

Our team have a wide and varied financial services CRM background including unparalleled experience with Salesforce’s Financial Services Cloud ​We started from a foundational understanding of financial services and CRM best practices to develop a series of industry-specific Salesforce Reference Models We make these available to you as a means of accelerating your......

relevant regions

• Western Europe

Finnova is a core bank system that is employed by more than 70 banks in Switzerland. Synpulse has been involved in various capacities in projects for its implementation. Alongside these activities, we have also provided direct support to the banks, Finnova, or the application management providers. Our expertise has facilitated......

FIX has rapidly emerged as the de facto electronic trading standard worldwide, providing enhanced user benefits for greatly improving the global trading process through defining, managing, and promoting of an open protocol for real-time, electronic communication between financial participants, while complementing industry standards. Today, Financial Information Exchange (FIX) applications are at......

We can advise on and implement risk, order and execution management systems through to fund accounting and registry capabilities. We have deep knowledge of leading systems and in-house and outsourced delivery methods....

relevant regions

• Asia
• Oceania

Originally built for $1B+ AUM teams, Fusion Black Ops provides advisors of all size comfort and confidence by providing a seamless process of getting a team from point A to RIA. Fusion Black Ops is a turn-key program for fee-only or hybrid teams that delivers an all-inclusive suite of services including:......

relevant regions

• North America

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

Hexaview leverages its fintech expertise to simplify the working lives of financial advisors and firms across the US by plugging the technology gaps between the numerous software in-house, by delegating your tedious tasks to our intelligent applications, by developing robust, efficient and dynamic tools for you, by processing data and......

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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• Asia
• North America
• Western Europe

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......

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......

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

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• Western Europe

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

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

Storage Backfill into Data Warehouse of Transactions Pricing Cost Basis Performance Reporting Archiving Document Scanning and Management Reporting Website Access Design Print Production Mailing Report Programming Alert Management ...

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• North America

1. API Our API server offers Web Service APIs to access the whole wealth management functionality spectrum of assetmax. Multi custody data consolidation, transaction simulation, group transactions, rebalancing, PEP checks, flow of funds checks, KYC validation, management fees calculation, stamp duty calculation, are some of the functionalities which can be accessed programmatically......

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• Western Europe

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

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• North America

Whether hosting INDATA’s iPM Epic software, which includes the technology infrastructure required to effectively leverage and utilize big data analytics, or hosting proprietary applications unique to investment management clients, iPM Cloud provides a comprehensive and cutting-edge tech solution, all based on a private cloud architecture in line with industry best......

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• North America

In today’s competitive world the IT strategy needs focus on return on investment and meeting the needs of the users....

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• Western Europe

vCIO/CTO Services - a team of ex-CTOs, ex-CIOs and ex-COOs RFA has the best trained and most experienced consultants in the IT sector, providing a full capability expert-led managed technology offering. Global support services - supporting blue chip clients from seven locations Best-in-class, system-agnostic business process solutions run by expert staff as a 24/7/365 service. Facilities......

relevant regions

• Asia
• North America
• Western Europe

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......

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• Western Europe

We support and manage Microsoft Windows and Apple OS X workstations, Servers, Data networks, emails and business applications as well as mobile devices. Our comprehensive support service offering fits around your business: We can act as your IT department, or complement your existing IT team. Assigned engineers to build up a detailed knowledge......

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• Western Europe

Helping you stay cyber secure Getting cyber secure can be a complex journey so our process is designed to make it simpler for you, but it would be a wasted trip if you couldn’t maintain it. After you’ve implemented our recommendations, we then work with you to ensure they keep you safe.......

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• Western Europe

Criminals target financial service firms because that’s where the money is. And like so many firms, they often lack the resources and in-house experience to deal with sophisticated threats and increasing regulatory scrutiny. Xantrion is here to design, implement, and support your online collaboration environment so you can focus on everything......

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• North America

We have also found that clients see both a cost efficiency and service maturity benefit from engaging with Broadgate on a more long term basis. At Broadgate we specialise in providing managed services around Architecture, Infrastructure Engineering and Security for a variety of clients and can tailor the structure to meet......

Managed Services from ConvergeSol include: Application lifecycle management services Operations and support   Managed IT Services from ConvergeSol allow your company's IT team to focus on services that bring real, value to the business. We work as extended arms of your IT team helping them develop cost effecitve solutions that help you compete efficiently in......

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• North America
• Oceania
• Western Europe

The demands placed on today’s business IT systems are constantly growing. As technologies develop and software support periods expire, business efficiency often suffers: the legacy platforms and programming languages that aging business applications run on increasingly prevent the realization of essential functionality, performance and reliability. Seasoned Metasite team has extensive experience......

The main challenges that most of the organizations face during their Temenos Core banking transformation projects are: Lack of quality of source data and lack of data knowledge Mapping multiple core banking legacy systems into a single platform No formal migration methodology or methodology Migration is usually seen as one-off activity leading to a......

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• Western Europe

Data services One of the biggest problems in business today is the disconnect between those who know how to prepare data for analysis, and those who make decisions based on the analyses and insights that data provides. You can bridge that gap and become Data Powered™️ through the right business intelligence......

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• North America

Enterprise-grade app development driven by a tested process We assist our clients on the full app journey, from initial strategy and concept stage to app testing and app store launch. Our process is centered around an agile methodology with focus on providing you full transparency and fast progress. We are religious about......

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• Western Europe

What it offers What Model-based testing offers is the reduction of manual effort of designing test cases and ensures quality is embedded early in the application lifecycle. Automating the creation of both manual test scripts and automated test scripts using a model not only saves effort and thereby cost, but increases......

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• 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......

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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• North America

Agile means open-for-business anytime and anywhere with operations that are optimized to re-define the customer experience while delivering enhanced business value. Our services New BPO / KPO: multifunctional teams and distributed platforms with tools that deliver immediate value in the as-a-service economy Dedicated delivery centers: scale up and scale out with dedicated delivery centers......

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......

Data access Import to custodians Brokers and Investment Managers via direct feeds Screen scrapes OFX feeds Emails Faxes Paper Data reconcilliation Daily reconciliation to position or trade Blotter Process corporate actions Secondary statement validation Year-end review ...

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• North America

Our end-to-end wealth management platform encompasses an IT Managed Services/SaaS model -Software as a service- and BPO services -Business Process Outsourcing....

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• Africa
• Asia
• Middle East
• Oceania
• 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......

The outsourcing of business processes has become a key part of the operating model for many firms, it is an especially attractive proposition for new entrants and green field sites as there are few challenges with legacy infrastructure and integration. There are many reasons why firms consider outsourcing: Issues with legacy system(s),......

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

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

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

What is penetration testing? Penetration testing and vulnerability assessments with companies are becoming increasingly common place as companies become more reliant on IT Systems and the sensitive data they may store. Companies may need to comply with international standards and requirements that require regular testing. This could include standards such as......

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......

Our consultants have many years’ experience managing projects from small projects to large projects and much larger strategic programmes of work that took several years to complete. We’ve managed initiatives to: Select systems for: front office; middle office; back office; CRM and client onboarding; client reporting and communications Implement systems Select outsourcing partners Implement middle......

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

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

There is a great deal of reliance on the project manager to make sure that the quality management systems are followed. Project Assurance is the need for monitoring all aspects of the project’s performance and ensure it is being conducted correctly. Quibus Consulting are independent and qualified to provide Project Assurance to......

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• 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

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

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• Western Europe

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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• Western Europe

Experience is key when it comes to developing Qlik applications. With our help, you will avoid common mistakes, reduce time to delivery and maintain high standards of quality in each release. Our development services include: Data extraction Data modelling Dashboard design ...

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• Western Europe

We are meticulous about quality assurance and high service levels Our clients expect software that works for the end user, that’s why we put quality assurance high on the agenda. We work in strategic test phases with a flexible testing suit to accommodate your project, deployment and release. Rely on us testing......

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• Western Europe

Relationship master CRM Entity management Tasks Follow-ups Correspondence management Bi-directional link to reporting Partnership systems Asset master Import research and feeds for liquid security master Build master for non-traditional assets Price and maintain master elements  ...

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• North America

Whether web tools, document solutions or individual IT projects related to structured financial products and derivatives - we are your experienced partner for targeted and efficient implementation....

relevant regions

• Western Europe

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

Require a lot of manual input Are repetitive Are rules-based Have a significant number of iterations Subject to human error RPA brings operational and financial value to organizations, primarily: Cost reduction Error elimination Fast ROI Speed and scale Increased employmee satisfaction Automated reporting Our robotic process automation services Consulting Education Digital automation strategies Identification of a process fit for for automation Process mapping Process automation audit  ...

relevant regions

• Eastern Europe
• Western Europe

Partnering with leading BFSI organizations, we offer comprehensive solutions that meet the evolving needs of the industry. From asset and liability to wealth management and customer engagement, we offer data-driven analytics services that help the industry boost enterprise resilience, increase cross-selling opportunities, enhance customer value, and maximize their market share. What......

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• North America

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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• Asia
• Middle East
• Western Europe

Securing your business Once we’ve assessed your business the next step is to work with you to get it cyber secure. How and what needs to happen is different for every business. So we put together a clear and easy-to-follow plan across technology, people and process, that will make your business cyber......

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• Western Europe

Services include: Vulnerability management Security code audit Application security dynamic and static testing Database vulnerability scanning process Cyber security program Regulatory compliance policies (e.g. PCI, HIPAA, FFIEC) Data security policy and standards Security logging and monitoring processes Cyber forensics processes (Network, Disk, Memory, etc.) Identity and authentication management policy Secure password management and vaulting Personnel security policies ...

relevant regions

• Eastern Europe
• North America
• Western Europe

Total cost of ownership [TCO] reduction Determining new ways to optimize costs and unlock value through direct and indirect savings. Data simplification Consolidating your legacy data across systems so you can extract intelligence that gives you a competitive edge. Operations simplification Optimizing your fragmented workflows, processes and business units to streamline your business. Infrastructure simplification Leaving costly......

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

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

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

Leverage of an extensive portfolio of cyber related IPR Bespoke development for mission-critical components Modernisation of end user devices in deployed environments Tailored authentication systems to reduce risk and increase flexibility ...

Software Testing Life Cycle (STLC) To ensure a well-planned and systematic way of conducting software testing, Software Testing Life Cycle (STLC) listed below will be adopted. This testing process is applied to satisfy the preliminary design and development process. Software Testing Life Cycle should be easily modified as the need arises. It......

Validata is the most mature, easy to use, scriptless, no-code platform that radically accelerates the delivery of digital testing powered by industry-leading model-based test automation, agile test data management and provisioning, service virtualization, and more. Leveraging AI, machine learning and analytics it intelligently navigates applications, searches for bugs and increases......

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• Western Europe

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......

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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• North America

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

Operational backfill  We provide stop-gap operational staff assistance as clients experience changes like mergers, new system implementations, and facility relocations. Additionally, our clients need assistance with operational support of on-going functions related to a business disruption or staffing shortage. We have experienced staff that can “fill the seat” for the client......

relevant regions

• North America

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

relevant regions

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

Managing the inherent challenge and risk associated with system change is essential to successful project/change delivery. Quibus Consulting can provide Change Management expertise to make sure that the users affected by the project are involved throughout the life cycle of the project; from the requirement analysis to final acceptance testing....

relevant regions

• Western Europe

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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......

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• Western Europe

IAWMC has excellent relationships with, and an in-depth knowledge of, all of the key financial services systems and vendors serving our market. This gives us a significant competitive advantage as we can often fast-track the selection process for clients who are considering changing systems or implementing a system for the......

Our broad systems expertise is unrivalled in the investment management industry. For over 15 years, we’ve been working with vendors and investment firms on the successful completion of systems selection projects, as well as implementation and ongoing maintenance. Our experienced consultants are certified by respective system vendors to complete implementation, and provide......

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

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 With the advent of digitization, BFSI organizations are increasingly facing issues such as rapidly evolving customer expectations, rising operating costs, and emerging technology-enabled competitors. Undertaking large-scale digital transformation to tackle these challenges often tends to obstruct the day-to-day operations. Also, the lack of in-house digital talent and synchronization between digitization......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

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......

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......

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• Western Europe

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

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

Advanced software engineering Our in-house team of engineers are experts in developing native and cross-platform mobile and web applications, as well as their supporting backend. Also specialising in CMS and API creation or integrations, robust and efficient engineering is critical to the culture of xDesign. Native mobile app development Cross-platform enterprise app development Front-end......

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• 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......

As our consultants have worked on a wide range of implementation projects we have a great deal of experience helping our clients test the systems and business processes that have changed as a result of delivering their projects. In addition to our own consultants we also have access to a team......

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......

Total AdvisorCare is ideal for RIA firms that: Need to have their computer network, email, database and Internet accessible and running 24/7/365 without problems. Value the security of their data, and want to do everything possible to prevent loss, corruption or theft. Want to maximize the speed, availability and performance of their network. Hate......

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• North America

Our people’s depth of knowledge and breadth of expertise sit behind our ability to advise on the key industry drivers, provide specialism at scale and outcomes at speed, which help our clients develop their capacity to support change. Delivery assurance Process improvement Programme and project planning Project governance and control Testing strategy Vendor selection ...

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• 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 ...

User experience By combining a human-centered approach with a deep understanding of your business goals, we make complex systems simple for your users. Through in-depth user research, wireframing and effective information architecture, we help fuel the ultimate experience, with agile methodology, user testing and feedback incorporated at every stage of the......

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• Western Europe

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

Validata Sense.ai is the industry’s only unified platform that delivers intelligent automation powered by real-time AI, cognitive robotic process automation (CRPA) and deep analytics, enabling Temenos clients to test, monitor, analyse and predict on the quality and usability of core banking processes across different interfaces, platforms, payment hubs and mobile. With......

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• Western Europe

With over 18 years of experience as a vendor in this sector adds real value to the process with in-depth inside knowledge of the vendors’ motivations and needs that places constraints on their delivery capability. This rich understanding of the industry allows the Wealth Management firm to make an informal decision......

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• Western Europe

Our voice solutions provide a platform for high quality voice & video and unified communications, as well as voice disaster recovery. In partnership with Cisco, Masergy and Microsoft, ECI can offer a broad array of endpoints and conferencing solutions wrapped with our service delivery providing a customized solution for each......

relevant regions

• Asia
• North America
• Western Europe

Emerging movements in digitalization impact customer behavior and therefore influence direction for wealth management firms. As client-advisor relationships change course in this dynamic landscape, efficient business planning is now a business imperative. Market leadership must be propelled by understanding investor demand. Specialized customer expectations call for substantial investments in advisory models as well......

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......

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• Western Europe

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

relevant regions

• Asia
• Eastern Europe
• Western Europe