Sample engagements include:

• Assisting a global exchange with a growth strategy driven by technology revenue

• Benchmarking the technology and operating model of a leading insurance-affiliated broker-dealer firm against its peers, identifying areas of improvement and developing a presentation to demonstrate investment need to management

• Validating a global vendor's managed trading services offering strategy

• Helping a large bank assess and refine its fraud-mitigation practices

• Sizing the global demand for trading FX, contracts for difference, and commodities products at the retail level for a brokerage firm going public; study included client and competitor market segmentation, regulatory analysis, and competitive position assessment using qualitative elements and quantitative techniques

• Helping a large global bank roll out its corporate portal and mobile banking strategy