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Product Development & Governance

HQ Location

London, United Kingdom

Website Address

www.opusunafsc.com

Connect with Opus Una
Solution introduction

Opus Una advises and executes on all aspects of product development and governance

We have supported the design, build and launch of hundreds of products across multiple wealth management organisations

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place.

Product governance itself, extends beyond developing policy, process and frameworks. How these are embedded into the organisation and integrated with the existing risk management framework are key determinants of success. When implemented correctly, it will optimise stakeholder collaboration and the building of products and services that are profitable and within the firm’s risk appetite.

In short, done right, strong product development and governance are a huge source of commercial advantage.

Opus Una will work with you to ensure:

  • The ‘voice of the client’ is incorporated into your process

  • Policy, process and frameworks are in-line with best practice and embedded in the organisation

  • A post-implementation review process is in place to ensure that there is continuous review to ensure products and services are operating efficiently and achieving their business case

  • ‘Demand read’ and competitor analysis are thorough, product value and viability are given due consideration before the organisation is ‘over-committed’ and that the product or service is consistent with the overall business strategy

  • All stakeholders are identified and appropriately engaged

  • The limitations of your organisations infrastructure are taken into account

  • All product risks and regulatory requirements are identified, understood and mitigated in line with the organisation’s risk appetite

  • Speed to market

 

Opus Una: How digital is your business (Part 1)

Proposition Design, Development & Delivery, Technology Strategy & Consulting

25/03/2019

Welcome to the first part of our two-part video interview with Ian Cromie from UK-based wealth management consulting firm, Opus Una. In this first video, focused on how digital your wealth......

Opus Una: How digital is your business (Part 2)

Technology Implementation & Management, Technology Strategy & Consulting

05/04/2019

Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting

29/01/2019

Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Consulting

08/06/2018

Opus Una: An introduction to Opus Una

Business Strategy & Advisory, Proposition Design, Development & Delivery, Technology Strategy & Consulting

29/05/2018

Features

Our experience

  • We are experts in developing, optimising and operating product governance for some of the largest participants in the wealth management ecosystem
  • We have designed, built and risk managed products across all asset classes and for multi-jurisdictional distribution
  • Where there has been a regulatory/audit challenge we  have supported clients with response

Our difference

  • While most of us have worked in big consultancies, we are not career consultants. We have all had senior roles in banking and understand the art of the possible
  • Therefore, we are experienced in managing consultants and line resources alike and skilled in managing combined teams
  • We don’t expect our clients to pay while our resources learn on the job. We hit the ground running, get the job done and leave
  • You pay for our experience and subject matter expertise and that is what we deploy. Where highly specific supplemental expertise is required we can supply this on a fractional basis
  • In everything we do, we aim to get our clients to the point of self-sufficiency as quickly as possible

Key Data

PRICING
  • Bespoke
WEALTH MANAGEMENT CLIENTS
6-10
Type of Clients
  • Digital wealth manager
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Retail bank wealth manager
  • Single Family Office
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
  • Western Europe

Product Development & Governance

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