Solution introduction

Implement transformative technology without missing a beat

Our practice functions as an extension of your team—helping you keep business running smoothly while we collaborate to transition and test your new system. Whether you’re undergoing a complete transformation or swapping in a new application, we'll deliver your project on-time and on-budget

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 us the perspective to focus on key deliverables and the understanding to cut the fluff.

Leverage true expertise
Work with experts that know your business as well as you do.

You need a team that can bring genuine insight to your program. Our consultants have an average of 18 years’ industry experience, giving us unique perspective on your peers and vendors as well as successful projects of every scale and scope. This expertise helps us ask the right questions and bring innovative solutions without any time wasted getting up to speed. Leverage our expertise to achieve project efficiency, anticipate challenges, and uncover opportunities at every stage of your program.

Extend your team
Manage resource constraints and maintain business as usual.

To manage operational risk, you can’t afford to re-deploy critical staff to your implementation program. Our team can fill roles across the program management lifecycle—from project management, to testing, to stakeholder communications. Our consultants are ready to hit the ground running from day one and are never above getting their hands dirty to ensure project success. Whether providing an executive update or combing through data files, we have the resources to free up your team and shoulder any responsibility.

Follow a proven framework
Leverage a blueprint for implementation success.

You don’t need to reinvent the wheel to achieve project success. Our implementation framework has been tried, tested, and perfected. We divide your program into two key components: implementation strategy and implementation. During implementation strategy, we assess your current and future needs to translate your goals into an actionable project plan. Once we kick off implementation, we follow a structured approach to analysis, design, development, testing, implementation, and review.

Set the stage for continued success
Ensure your team is fully trained and transitioned.

A successful implementation doesn’t end at go-live. The transfer of knowledge and post-production support are critical components of your implementation program. We’re dedicated to ensuring that you make a seamless transition to your new technology by providing ongoing training and stabilization services.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.