Blogs
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Technology Implementation & Management
An effective, efficient, adaptable and up-to-date technology infrastructure has become a core aspect to the successful delivery of almost all wealth management businesses. With the diverse needs of individual businesses, the complexity of existing infrastructure and the arrival of new technology solutions, being able to successfully implement and manage your technology environment is deeply important. Our Technology Implementation & Management business need is a resource to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources to this area.
- Total Solutions191
- Solution Providers109
- Knowledge Resources30
Featured Solutions
Edinburgh, United Kingdom
Aveni Assist
An AI-powered assistant built specifically for Financial Advisers. It sits with you on every client call extracting the relevant information needed to automate low value admin so you have more time to do what you do best: getting great financial outcomes for you clients....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Greater Montreal, QC, Canada
Croesus APIs
The API list is constantly growing based on client requests and market needs. Based on simple REST principles, our API endpoints return metadata in JSON format. Everything is documented with OpenAPI specifications in a dedicated developer portal that contains our entire API library. Croesus APIs allow firms to achieve total data integrity,......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Chennai, India
Customer Experience
Superior customer experiences drive brand loyalty and retention Customers no longer base their experience perceptions solely on price, product, or convenience. Instead, expectations are based on how they feel receiving the services. In this context, digital speed, simplicity and contextuality become the key. Having become used to the experience provided by tech......
Client type
Relevant Regions
London, United Kingdom
On-Cloud
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
Relevant Regions
London, United Kingdom
Technology
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
Relevant Regions
London, United Kingdom
Off-shore Engineering
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
London, United Kingdom
Project Management
We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Budapest, Hungary
Custom Software Development
PetakSys offers Custom Software Development services for financial institutions such, as private banks, family offices, asset and wealth management firms. Our expertise lies in creating software that seamlessly integrates into your existing IT and business environment, ensuring a smooth transition with minimal interruptions in your daily operations. Our dedication to financial......
Client type
Relevant Regions
All Solutions
London, United Kingdom
11:FS Ventures
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
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......
relevant regions
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......
relevant regions
Chicago, IL, United States
Account Management
The Value Account Management provides strategic focus for the backbone of your firm; the machinery of compliance, accounting, billing and reconciliation. Our expertise across trust, broker/dealer and RIA compliance and accounting structures is led by strategy and culminates with newly implemented tools or processes that accelerate your growth....
relevant regions
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......
Cape Coral, FL, United States
Advent Training
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
Santa Monica, CA, United States
AI Strategy
JBI is a partner to design and implement AI strategies JBI’s AI capabilities through JBI Studios AI Suite has deployments across multiple Large Language Models (LLMs) in large corporations. Similarly, JBI’s team has worked with the world’s largest organizations to ensure leverage of their data. The AI Suite enables large organizations......
relevant regions
Madrid, Spain
Allfunds Tech Solutions
Builds for all client segments and sizes, multi-asset capabilities, self-trading....
relevant regions
Bronxville, NY, United States
Application Management
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
Vilnius, Lithuania
Application Management
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
Prague, Czech Republic
Application Management Outsourcing
What do we offer? Assessment of the current situation and a proposal for further steps Stabilization and setup of maintenance and development procedures to fulfil your needs and expectations Complete outsourcing and adoption of the maintenance and development of a system ...
relevant regions
Singapore, Singapore
Application Migration / Re-Engineering
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
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,......
relevant regions
Zurich, Switzerland
Avaloq
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......
Edinburgh, United Kingdom
Aveni Detect
Aveni Detect systematically monitors and analyses every call and document, acting as a Machine Line of Defence™ to identify and understand risks that matter to you. In addition to effective preventative control, and richer data analytics, we help you achieve greater productivity, agent performance and revenue growth, making QA processes......
relevant regions
Zurich, Switzerland
BANKINABOX®
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......
Eschborn, Germany
Banking Services
Senacor works with eight of the eleven largest banks in Germany, and supports private and state banks, as well as savings banks and cooperative institutions, in building digital platforms. Our goal is to position you for the future, using end-to-end, front-to-back digitization with modern technologies, to create a better customer......
relevant regions
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......
relevant regions
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....
relevant regions
London, United Kingdom
Bespoke R&D
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
London, United Kingdom
Dublin, Ireland
BSO Cloud
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
Dublin, Ireland
BSO Hosting
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
Dublin, Ireland
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....
relevant regions
Dublin, Ireland
BSO Network
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
Zurich, 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......
Vilnius, Lithuania
Business Intelligence and Analytics
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
New York, NY, United States
Business Process Management
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......
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......
relevant regions
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......
relevant regions
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......
relevant regions
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......
relevant regions
Chicago, IL, United States
Client Relationship Management
The Value Client Relationship Management (CRM) drives the cohesion and scalability of your organization’s operations and client service delivery. We approach CRM from the outside in. We start with optimizing your experience journeys and end with implementing the technology solutions necessary to consistently deliver it....
relevant regions
Utrecht, Netherlands
Cloud
Go to the Cloud Modernisation & cloud migration Cloud optimisation Cloud architecture and solution design Azure services and solutions AWS services and solutions ...
relevant regions
Newcastle Upon Tyne, United Kingdom
Cloud & DevOps
DevOps helps businesses automate and streamline their development and deployment processes, which leads to increased agility and problem-solving capabilities. There are many different cloud computing platforms available, including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Each platform has its own strengths and weaknesses, so it’s important to......
relevant regions
Gliwice, Poland
Cloud Services
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
Pune, India
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......
relevant regions
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......
relevant regions
Teaneck, NJ, United States
Cognizant Digital Business
Staying out in front of the competition is tough when the next “Uber” can come from anywhere. We help you reinvent business models and innovate products that create new value—by connecting people with things, insights and experiences. Artifical intelligence Imagine a business that always stays ahead of market changes, anticipates customer desires,......
relevant regions
Teaneck, NJ, United States
Cognizant Digital Systems & Technology
Accelerate innovation Update your enterprise IT and application environment to support the needs of business today and tomorrow The IT challenges of running a digital enterprise can be overwhelming. Legacy technology investments are no longer enough to meet your business’s ever-increasing demands. And moving to new technologies and applications, whether on-premise or......
Zurich, Switzerland
Confinale IT Consulting Services
Confinale is Avaloq's Premium Implementation Partner. Tailor-made IT projects are either implemented 'end-to-end' or supports customers in certain areas of a project. According to their needs Business and IT combined The combination of well-founded technical and IT know-how under one roof characterises Confinale's IT consulting approach. The focus lies on solutions and products for......
Chennai, India
Connected Core
Core, as the name conveys, is the heart of the banking system. It is the prime among the transaction systems to provide the much needed content across all other critical functions of the bank be it finance, risk, regulatory or pricing. Maveric, at this time, focuses on the Temenos suite of......
relevant regions
London, United Kingdom
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....
Stavanger, Norway
Consulting
A wide range of services including business analysis, software design, development and project management Visigon consultants have a unique combination of technical expertise and knowledge in the financial markets, and solid experience in working with the large banks and financial institutions in the Nordic market....
relevant regions
Cape Coral, FL, United States
Consulting Services
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
Cape Coral, FL, United States
Co-Sourcing
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
San Diego, CA, United States
CRM Service
We build out your CRM, organize the data, teach your team how to use the system effectively, create processes to deliver a proactive client experience and write custom workflows to deliver those services at scale! At Simplicity Ops, we believe that your CRM should be the Hub of your practice. By doing......
relevant regions
Singapore, Singapore
Custom Application Development / Integration
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......
Cape Coral, FL, United States
Custom Engineering
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
London, United Kingdom
Customer Experience Transformation
Improving customer experience frameworks through tailored solutions We're experts at creating customer experience strategies to meet the needs of organisations and their customers. We ensure they can be easily measured and continually evolved as customer requirements and technologies change. And we apply the right software, skills and agents to implement them. Our customer experience......
relevant regions
Prague, Czech Republic
Custom Software Development
What we offer? Complete delivery of systems, from the business analysis to operation System design according to customer needs and limitations Complete teams of analysts, developers, or testers ...
relevant regions
Cheseaux-sur-Lausanne, Switzerland
Cyber Security Technology Implementation and Migration
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
Chicago, IL, United States
Data Architecture
The Value Data Architecture is the foundation to any future-ready technology roadmap. From lowering project costs and making better decisions to operational efficiency and vendor optionality; a modern data architecture will help you deliver on your advisor and client expectations. We understand your network and data needs and use that knowledge......
relevant regions
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......
Newcastle Upon Tyne, United Kingdom
Data Engineering
Our data engineering services encompass everything from architecting sound data pipelines to optimizing data quality and crafting data strategies that drive success. We specialize in the intricacies of data migration, seamlessly transferring your valuable information to new platforms, while ensuring the highest standards of data integrity. Our experts are well-versed in......
relevant regions
London, United Kingdom
Stamford, CT, United States
Data Management & Reporting
Data Strategy Design & Implementation A well-defined data strategy is essential for leveraging data as a strategic asset to drive business growth, make informed decisions, and gain a competitive advantage. Cognivo is helping financial institutions develop and implement a robust data strategy. Data Readiness Design & Implementation Data readiness involves preparing and optimizing......
relevant regions
Boston, MA, United States
Data Protection
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
Stamford, CT, United States
Data Science & Machine Learning
These include the intricate task of aggregating and cleaning vast and disparate datasets from various sources, the scarcity of specialized talent equipped with both financial and technical expertise, and the complex regulatory landscape that necessitates meticulous validation and compliance efforts. Moreover, the iterative nature of model development demands significant time and......
relevant regions
London, United Kingdom
Deployment Services
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......
London, United Kingdom
Design Services
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......
New York, NY, United States
Development Services
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
Ashburn, VA, United States
Digital Bank Transformation
DXC’s Digital Transformation is a customer intelligence solution that enables banks to process, organize, mine and act upon digital data — from all sources and in real time — to deliver a great omnichannel customer experience. A complete, end-to-end DXC service that creates the most appropriate digital strategy for the customer,......
Bangalore, India
Digital Core Capabilities
What will it take for companies with complex legacy landscapes to quickly sense changing marketing trends and continuously evolve in response? Organizations will have to augment their core digital capabilities to leverage deep insights, bridge the gap between physical and digital worlds through platforms, modernize their core systems to accelerate......
relevant regions
Paris, France
Digital Data Transformation
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
Chicago, IL, United States
Digital Experience
The Value Our philosophy is clear: digital experiences must amplify the value of your people and services, not replace them. Our process starts with an understanding of your unique client values; incorporates the reality that when it comes to digital experience, you are competing with every experience your client has with......
relevant regions
Pune, India
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......
relevant regions
Bangalore, India
Digital Operating Models
For our clients, digital transformation is about enabling the business to continuously develop agile, effective response to the emerging challenges and opportunities. Their businesses have a transformation plan that is owned at the top and implemented by leaders downstream. They are equipped with what's needed to drive value from its......
relevant regions
Chennai, India
Digital Operations
Being digital doesn’t stop with customer experience. It’s just a beginning. True digital banks leverage new tech for superior customer outcomes Customers no longer base their experience perceptions solely on price, product, or convenience. Instead, expectations will be based on how they are receiving the services, in terms of response times, personalized advice and intuitive and easy......
relevant regions
Edinburgh, United Kingdom
Digital Strategy & Consulting
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
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......
relevant regions
Newcastle Upon Tyne, United Kingdom
Digital Transformation
This approach leads us to build technologies that have tangible business value, as opposed to building for the sake of it. Before investing in a line of code, we take a comprehensive look at your organisation’s digital capabilities, opportunities and challenges. Going beyond pure consultancy, we can also build, test and deploy......
relevant regions
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......
Boston, MA, United States
ECINet
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
Boston, MA, United States
ECI'S IT Support
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
London, United Kingdom
EFI Technology & Data Consulting
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
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......
relevant regions
London, United Kingdom
Engineering Services
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......
Singapore, Singapore
Enterprise Application Development / Integration
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......
Vilnius, Lithuania
Enterprise Application Integration
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
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......
New York, NY, United States
Enterprise Technology & Performance
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
Toowong, QLD, 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
Family Office Advisory Services
How do you weigh important family decisions? What steps must you take to help secure your financial legacy? Are your personal and investment data safe? Do you have tools to access financial reporting and provide investment oversight? The dedicated family office advisory professionals at RSM can help you navigate these concerns......
relevant regions
Chicago, IL, United States
Financial Planning
The Value Financial Planning optimizes your firm’s approach and execution of the behavioral and emotional side of wealth. Our experience allows us to expose hidden opportunities within your planning process. We cover tool optimization, data gathering and integration into other aspects of the client experience....
relevant regions
Seattle, WA, United States
Financial Services Cloud Implementation
From custom client portals, to document management, to backdoor Roths and RMD tracking, we streamline your systems and automate admin processes within financial services cloud so your team can focus their time and energy on excellent client service....
relevant regions
London, United Kingdom
Financial Services CRM Implementation & Support
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 CRM project Strategy We have experience developed over many years of successful Salesforce projects We can help you define your......
relevant regions
Zurich, Switzerland
Finnova
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......
Singapore, Singapore
FIX Service Bureau
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......
Carlsbad, CA, United States
Fusion Black Ops
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
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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New York, NY, United States
Hexaview
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......
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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Indianapolis, IN, United States
Implementation & Adoption
What You Receive A Detailed Plan Data Validation A Project Lead Custom Reports System Setup Comprehensive Procedures ...
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London, United Kingdom
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......
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London, United Kingdom
Implementation Services
Implementation Services - delivering solutions for our clients, each and every time Implementing new systems can be a daunting task for any business. Tyler Wood Consulting have many years of experience implementing systems across the spectrum of vendors operating in the market today. With our expertise, we will ensure your implementation......
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Bratislava, Slovakia
Morges, Switzerland
Inclusiv
We adapt your organization In view of your current situation we propose a new organization to comply with regulatory requirements. For this purpose, we provide you with an internal documentation set as required. We implement an all-in-1 System We implement Wize and customize it for you, including the connection with custodian banks. As an all-in-one system......
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Bangalore, India
Infosys Consulting
As a leading global advisory firm, Infosys Consulting enables organizations to reimagine their future and create sustainable and lasting business value. Because our talented teams sit at the intersection of industry, process and technology, we are uniquely positioned to drive measurable results for you. So, how do we help companies achieve success? We......
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Bronxville, NY, United States
Infrastructure
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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Zurich, Switzerland
Integration Services
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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Wilmington, DE, United States
Invent Elite Consulting
The Invent Elite Consulting Framework The Invent Elite is a group of best-in-breed consultants, analysts, and technologists with decades of domain expertise in the independent wealth management industry. We are available to help organizations think through the best path to profitability, productivity, and growth – from strategy development, technology implementation, project......
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Greenwich, CT, United States
iPM Cloud
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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New York, NY, United States
IT Service Management
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......
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Pfäffikon, Switzerland
IT services and consultancy
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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London, United Kingdom
IT Support
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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Zug, Switzerland
Luxoft Wealth Management Services
The wealth industry is undergoing significant changes, which brings into focus key capabilities that will be needed to support Wealth clients as they pivot to address the changing customer needs and shifting market conditions. The typical wealth management client journey has remained largely unchanged, however there are significant drivers that have......
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Lafayette, CA, United States
Managed IT for Financial Services Firms
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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London, United Kingdom
Managed Services
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......
New York, NY, United States
Managed Services
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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Vilnius, Lithuania
Migration and Customization
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......
Lewes, DE, United States
Milemarker
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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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......
Newtown, PA, United States
Operate
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......
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......
Bronxville, NY, United States
Operations Management
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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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......
Chicago, IL, United States
Outsourced CTO
OCTO clients have access to our entire bench of expertise and solutions augmenting their current team at a fraction of the cost of hiring in-house....
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London, United Kingdom
Outsourcing Evaluation, Selection & Implementation
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),......
Boston, MA, United States
Outsourcing Evaluation & Selection Services
Cut to the chase Ask the right questions to find the right answers quicker. Get up to speed on the service provider landscape with our outsourcing expertise. We’ll help you quickly narrow down your options to find the best partner by leveraging our deep library of RFI and RFP documentation. Having resources......
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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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Reykjavik, Iceland
Penetration Testing
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......
Chicago, IL, United States
Portfolio Management
The Value Portfolio Management digs deep into the efficiency of your firm’s processes and tools to maximize market outcomes for your clients. Our deep expertise helps your clients expand and optimize additional asset classes and tax outcomes as well as access lower cost and more efficient investment structures....
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Sydney, NSW, Australia
Practifi Sandbox
A safe place to test, train and innovate Practifi Sandbox helps fuel your firm’s innovation by providing a safe environment to facilitate team training, upgrade your platform and test new customizations. Train teams quickly Train your teams on new product features or customizations in an isolated environment. Manage risks effectively Test new product releases and customizations......
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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......
London, United Kingdom
Programme & Project Management
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......
Boston, MA, United States
Program & Project Management Services
Free up your team Program management requires rigor, due diligence, and attentiveness—do you have the resources for the job? Even the best program strategies can be waylaid by resource constraints. To see an ambitious program through, you need a dedicated program management office to ensure key deliverables are on-time and on-budget, with......
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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......
relevant regions
Edinburgh, United Kingdom
Projecting Consulting
Delivering a project or programme, or multiple projects, has lots of challenges. It might be that your corporate environment is continually changing, or maybe there are cultural challenges in implementing new things, or maybe there is just too much to do and not enough time (or people) to do it.......
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Birmingham, 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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Birmingham, United Kingdom
Qlik Development
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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Bronxville, NY, United States
Reference Data Management
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 ...
relevant regions
Chennai, India
Regulatory Compliance
Two parallel developments are driving a bank’s agility to banking compliance regulations initiatives. First is, ‘SupTech’ that helps supervisors in managing banking regulations and compliance of the licensed units, prominent among them being Aurep and FCA’s Digital Regulatory Reporting (DRR). The second development is the emergence of ‘RegTech’. This is done by players who......
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Chicago, IL, United States
Reporting
The Value Reporting is one of the most critical client experience touchpoints of any wealth firm because it connects your reports to the value of your firm. We cover the technology and machinery your team needs to tell unique and insightful investment stories to your clients as you cultivate long-term retention....
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Zurich, Switzerland
Research Solutions
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
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
Vilnius, Lithuania
Robotic Process Automation (RPA)
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 ...
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Celebration, FL, United States
Salesforce Consulting, Implementation & AppExchange Development
As a Salesforce development and consulting partner, Aquiva Labs combines innovation and strategy, helping organizations in all sectors achieve their full potential on the AppExchange and unlock business value from their digital transformation initiatives. Appexchange / App Development Full AppExchange product lifecycle management for ISVs including app design, industrialized software development, launch......
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Piscataway, NJ, United States
Scalable Digital Consulting
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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Richmond, United Kingdom
Security Testing
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
San Francisco, CA, United States
Sitecore Technical Consulting
By implementing a new Sitecore platform, you’re making an investment in your company’s future. Make the most of it with Sitecore Value Realization Services. Leverage the insights of our technical consultants, who have a holistic understanding of the marketing technology ecosystem, advanced knowledge of upcoming features, and first-hand experience with......
relevant regions
Gliwice, Poland
Software Audits
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......
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Utrecht, Netherlands
Software Engineering
Software development Working across a wide range of modern tech stacks, we tap into our vast experience and expertise to craft custom solutions that are streamlined, future-fit, on time, and on budget. Cloud enablement Migrate, modernise and manage your cloud landscape with secure, reliable and scalable solutions. Our certified professionals work across the......
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London, United Kingdom
Software Engineering and Consultancy
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 ...
Indianapolis, IN, United States
Software Selection
What You Receive An Assessment A Demo Analysis A Game Plan A Qualified Vendor An RFI A Contract ...
relevant regions
Singapore, Singapore
Software Testing
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......
Utrecht, Netherlands
Solution Support
Managed services Relieve the stress of managing, optimising and modernising your platform and cloud environments with our managed services expertise. Trust our teams to handle the everyday while you focus on what matters most. Application maintenance Maximise your programmes, increase system productivity, reduce downtime, and ensure a stable digital environment as we employ......
relevant regions
Toronto, ON, Canada
Strategy Consulting
At BlueRush, we take a strategic approach to every project, to ensure we deliver the right solutions, flawlessly executed, to capture the response you want from your audiences. And we’re with you every step of the way, operating in partnership with your marketing and digital teams. Research - Mapping the landscape Strategy - Planning intelligent campaign design UX/UI......
relevant regions
Lafayette, CA, United States
Supplemental IT
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
London, United Kingdom
London, United Kingdom
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......
London, United Kingdom
System Selection
Getting it right first time Whether you are a start-up or a global institution, deciding which systems to choose to meet your business needs can be complicated. With so many vendors offering an array of different solutions it can make finding the right systems for you feel almost impossible. Why not......
relevant regions
London, United Kingdom
System Selection & Implementation
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......
London, United Kingdom
Systems Expertise
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......
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......
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Stamford, CT, United States
Systems Integration
How Can We Help? Drawing on our extensive technological expertise, we integrate disparate financial systems, software applications, and databases to ensure efficient and synchronized data flow across your financial institution. By carefully assessing the existing infrastructure, identifying integration opportunities, and implementing robust solutions, we enable improved financial data accuracy, enhanced decision-making, and......
relevant regions
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 Tran$form©
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
Chicago, IL, United States
Tech Infrastructure
The Value Infrastructure addresses the basic building blocks of your advisory business’ technology. Our process ensures you have the right partners for security, telephony, business management software and general advisory technology licensing. We support your ongoing needs so that you maintain a smoothly-run and efficient technology ecosystem....
relevant regions
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......
Dubai, United Arab Emirates
Technology Advisors for Banking, Wealth Management, Capital Markets & Financial Services
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
Stamford, CT, United States
Technology Consulting
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
Jericho, 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
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
Edinburgh, United Kingdom
Technology & Engineering
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......
relevant regions
Stamford, CT, United States
Technology Implementation
How Can We Help? By combining industry expertise with technological acumen, we guide your team from the initial assessment of needs and solution selection to the seamless integration of cutting-edge financial technology solutions. Our people collaborate closely with your stakeholders to devise a tailored implementation strategy, ensuring that the chosen technology aligns......
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......
Zug, Switzerland
Temenos Services by Luxoft
Luxoft, a DXC Technology company, is a leading provider of digital strategy and software engineering services to the financial services industry. Our expertise includes providing end-to-end services for Temenos, the world's leading banking software. Our team of experts is well-versed in implementing, customizing and supporting Temenos software to enable our......
relevant regions
London, United Kingdom
Test Planning & Test Management
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......
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
Transformation & Change
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 ...
relevant regions
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 ...
Edinburgh, United Kingdom
User Experience & Design
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......
relevant regions
London, United Kingdom
User Training
Sharing our knowledge to empower you and your teams Tyler Wood Consulting's Training Team has delivered thousands of hours training industry experts on the use of a wide range of systems. As functionality changes and your team grows, so do your needs and knowledge of the systems you are using. We......
London, United Kingdom
Validata Sense.ai
Validata Sense.ai is an award-winning platform, the first to combine AI, RPA, model-driven automation and predictive analytics, enabling banks to test, monitor, analyse and predict on the quality, performance and usability of core banking processes across different interfaces, platforms, payment hubs, and mobile. With automation and AI at the core, Validata......
relevant regions
Boston, MA, United States
Voice Solutions
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
London, United Kingdom
Woodhurst Services
Management At the core of the business are our project and programme managers who are adeptly qualified to provide expertise across the delivery lifecycle. From project initiation through to implementation, we are able to lead complex programmes and projects for our clients, combining our deep industry experience as individuals with our......
relevant regions
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......
relevant regions
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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