Solution introduction
We have extensive experience delivering industry-leading and transformative solutions across a broad spectrum of banking, wealth management, and FinTech clients in the US and Canada
Our team has direct hands-on experience working within broker-dealers, RIA firms, FinTech companies, and banks
Our collective experience enables us to help our clients navigate through challenging situations and complex opportunities by leveraging our knowledge of common pitfalls, key requirements, and considerations specific to our industry and the competitive landscape.
Our detailed knowledge of wealth management technology and tools, data aggregation, conversions and consolidations, migration efforts, and back-office and custodial needs and capabilities allows our implementation teams and resources to quickly add value to new client engagements.
We also offer strategic advisory and management consulting services informed by our understanding of major industry trends, regulatory drivers, and competitive strategies, such as the convergence of banking and wealth.
- Independent Broker Dealers and Registered Investment Advisors
- Financial Advisor and Client Technology Platforms
- FinTech Vendor Integrations
- Technology Assessments and Strategic Transformations
- M&A, Consolidations, and Divestitures
- US Wealth Management Regulatory, Compliance, and RegTech
- Skilled Staff Augmentation and Managed Capacity Teams
- Payment System Modernization
- Core Banking
- Digital Commerce
