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 Providers108
  • Knowledge Resources53
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Featured Solutions

Milan, Italy

Objectway 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......

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Milan, Italy

Objectway Customer Enablement

Objectway Customer Enablement Service work closely with client’s team to implement and operate in the long term the wealth and asset management solution they choose to adopt. Objectway uses its own methodology, business, technology capabilities and deep expertise, to get clients’ platform live as fast as possible, to assure its consistent......

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Milan, Italy

Objectway Technology

Our sustained investment in technology is there to give 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......

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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......

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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......

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London, United Kingdom

Operating Platforms

We integrate the best financial technology and services to create efficient and engaging investment operating platforms for family offices, wealth and asset managers. Our platforms provide our clients with the capabilities they need to operate most efficiently by: Selecting and integrating the best technology and services Delivered through a single, cloud-based, customisable portal ...

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All Solutions

Singapore, Singapore

3ES Consultancy Services

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

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London, United Kingdom

4LOD

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

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Greenwich, CT, United States

Accordia Group Services

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

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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......

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London, United Kingdom

Advisory

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

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Brisbane, QLD, Australia

Apache Digital Transformation

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

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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......

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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......

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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......

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Cheadle, United Kingdom

Assess

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......

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Noida, India

Asset Management

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.......

Hyderabad, Talangana, India

Athena for Banking & Finance

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

Troy, MI, United States

Atos Syntel for Capital Markets

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

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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......

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......

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Singapore, Singapore

Banking Technology

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

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Stuttgart, Germany

Banking Technology Consulting

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......

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Denver, CO, United States

Beacon Strategies Enterprise Consulting

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

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London, United Kingdom

Bespoke Solutions

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London, United Kingdom

BlockEx White Label Brokerage

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......

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London, United Kingdom

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......

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London, United Kingdom

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....

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London, United Kingdom

BSO Managed services

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

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London, United Kingdom

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....

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New York, NY, United States

Business Consulting

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

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Schlieren, Switzerland

Business Consulting & Projects

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

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......

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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......

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Paris, France

Capgemini Payments Hub

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

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Paris, France

Capgemini PSD2 Open Banking Solution

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

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Paris, France

Capgemini Wealth Management Services

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

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Stuttgart, Germany

Capital Markets Technology Consulting

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......

San Jose, CA, United States

Cloud Transformation

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

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Teaneck, NJ, United States

Cognizant AI-Enabled Advice and Service Delivery

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

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Teaneck, NJ, United States

Cognizant Digital Business

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

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Teaneck, NJ, United States

Cognizant Digital Systems & Technology

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

Zug, Switzerland

Confinale IT Consulting Services

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......

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Zug, Switzerland

Confinale Software Development Services

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.......

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Jamberoo, NSW, Australia

Consultancy

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

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......

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London, United Kingdom

Continuous Performance & Load Testing

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......

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London, United Kingdom

Continuous Performance & Load Testing

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,......

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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......

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Horsham, United Kingdom

Creative Technologies

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......

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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......

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London, United Kingdom

Customer Experience Transformation

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

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Greenwich, CT, United States

Cybersecurity Consulting

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......

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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......

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London, United Kingdom

Data Assurance

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

London, United Kingdom
London, United Kingdom

Data Management Consultancy

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

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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......

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Winston-Salem, NC, United States

Decision services

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

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London, United Kingdom

Delta Capita for Asset Management

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

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......

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Tysons, VA, United States

Digital Bank Transformation

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

Bangalore, India

Digital Core Capabilities

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

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San Jose, CA, United States

Digital Foundation

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

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Vimercate, Italy

Digital Innovation Advisory

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......

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Zug, Switzerland

Digitalization & IT

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

Bangalore, India

Digital Operating Models

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

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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......

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New York, NY, United States

Digital Strategy & Implementation

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

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Zurich, Switzerland

Digitization Strategy & Implementation

Digitization and how to achieve business goals is where we come from. We have supported multiple clients in financial services and public sector from defining strategic goals within digitzation to leading implementation of digitization within IT and an organization. Based on our broad overview of innovations on the market we......

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Hong Kong, Hong Kong

DNA Financial Systems

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

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Melbourne, VIC, Australia

DWS Group

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

Zug, Switzerland

DXC Luxoft Digital Consulting

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......

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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......

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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......

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Greenwich, CT, United States

Edge Advisory

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......

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Greenwich, CT, United States

Edge IT Support Services

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......

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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......

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London, United Kingdom

Elgin White Consulting

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

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London, United Kingdom

End-to-End DevOps

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......

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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......

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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......

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Sydney, NSW, Australia

Enzumo

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

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Winston-Salem, NC, United States

Execution services

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

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London, United Kingdom

Family Office Advisory Services

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

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Springfield, MO, United States

Family Office Technology Solutions

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

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Zug, Switzerland

FIDLEG

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......

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London, United Kingdom

Financial Services CRM Implementation & Support

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......

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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......

London, United Kingdom

Front Office Implementation

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

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Auckland, New Zealand

Funds

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....

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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:......

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Pheonix, Mauritius

Harel Mallac Technologies for Banking & Finance

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

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London, United Kingdom

HC Digital Wealth Solutions

In an environment where advisers are encouraged to utilise a range of platforms to suit specific client needs, HCDWS has developed a proprietary solution which: Delivers a core strength in the provision of high quality discretionary portfolio management; Is tailored to adviser and client requirements; Has the added benefit of sophisticated risk and......

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East Brunswick, NJ, 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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Jamberoo, NSW, Australia

Implementation and Ongoing Support

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

London, United Kingdom

Implementation & Execution

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

London, United Kingdom

Implementation Services

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

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......

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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Bellevue, WA, United States

Invent Elite

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

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Bloomfield, NJ, United States

iPaaS

SmartOffice & Exchange Sync Synchronize your... Calendar Contacts Activities What is Exchange Sync? In today’s business world, people use a CRM, such as Ebix SmartOffice, as well as Outlook. Both systems store important information about contacts, appointments, tasks and emails. These systems are not designed to talk to each other, causing users to end up with two......

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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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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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Cheadle, United Kingdom

Maintain

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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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......

London, United Kingdom

Migration & Financial Reconciliation

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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Charleston, SC, 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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Copenhagen, Denmark

Mobile Development

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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London, United Kingdom

Model-Based Test Automation

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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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......

San Francisco, CA, United States

OCTO™

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

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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......

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......

Zurich, Switzerland

Platform Consulting & Development

Our team of platforrm experts has hands-on experiences on multiple market leading platforms like Avaloq, Guidewire, Salesforce and SAP. As we have worked on numerous projects for these platforms having filled all roles from strategy to development, we are able to support in all kind of phases. By this end-to-end......

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London, United Kingdom

Product Design

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

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Hamburg, Germany

Product Services

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

Rotkreuz, Switzerland

Professional Services

Digital Services We help our clients to become digital leaders using the Assentis platform. Assentis Digital Services is the premier service provider to implement front to back digital solutions exploiting the Assentis platform. Our consultants help reduce significant effort and time through every stage of your digital journey from vision to......

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......

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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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Derbyshire, United Kingdom

Qlik Consultancy

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

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Derbyshire, 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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Copenhagen, Denmark

Quality Assurance & Maintenance

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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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  ...

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London, United Kingdom

Reporting Solutions

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

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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....

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Singapore, Singapore

Risk Management and Compliance

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

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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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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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Zurich, Switzerland

Seamless Managed Implementation

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

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Cheadle, United Kingdom

Secure

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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London, 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
Zug, Switzerland

Simplification

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......

San Francisco, CA, United States

Sitecore Technical Consulting

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

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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 ...

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......

London, United Kingdom

Solutions for Temenos

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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Zurich, Switzerland

Soranus IT Strategy Consulting

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

San Francisco, CA, United States

Strategy

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

relevant regions
Winston-Salem, NC, United States

Support services

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......

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New York, NY, United States

Synechron Technology

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

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London, United Kingdom
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 & 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......

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
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......

Darien, 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
Hicksville, NY, United States

Technology Consulting

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

relevant regions
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......

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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
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......

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......

Chicago, IL, United States

Total AdvisorCare™

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......

relevant regions
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

Validata Sense.ai

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......

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
Noida, India

Wealth Management Services & Tools

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......

Madrid, Spain

WebFG Private Hybrid Cloud

We provide our financial institution clients with their own private hybrid cloud. This combines both client and WebFG physical assets, and virtual servers from third party providers, to meet their technical and regulatory needs. We deliver using highly-secure and scalable Tier 3 data centers in core cities around the world. We use......

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......

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Knowledge Resources

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