Opus Una

HQ Address

Third Floor, 86-90 Paul Street, London EC2A 4NE, United Kingdom

Website Address

www.opusunafsc.com

Connect with Opus Una
Business introduction

Work as one

Opus Una works collaboratively with its clients to deliver change and accelerate growth. We are experienced, delivery-focused individuals who combine deep industry skills with consulting discipline.

We are different because:

  • We are experienced, our team doesn’t learn on your time

  • Our core team has a blend of consulting and practitioner experience. We understand theory and combine that with our practical experience

  • Where appropriate, we will ‘fractional resource’ in order to provide our clients with the most cost-effective solution

  • We are realistic about our limitations. We partner where it makes sense

  • By applying business knowledge, experience, low overheads and strong project management we remove friction and wastage. This allows us to deliver a premium service at non-premium rates     

We have three core services:

  • Consulting: We advise participants in the wealth management ecosystem

  • Engineering: A full service, low cost , high quality, off-shore engineering capability

  • Expert Laser: On-demand pinpoint expertise (Laser Consult) and coaching (Laser Coach)

Opus Una: Collaboration in wealth management technology - current examples of collaboration and what the future holds

Business Strategy & Advisory, Technology Strategy & Consulting

03/03/2021

In this second and final episode in our new series of video interviews with Opus Una, we speak to Sharmil Patwa, Founder of Opus Una. Sharmil gives us some examples......

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Client Engagement & Management, Proposition Design, Development & Delivery, Technology Evaluation & Selection, Technology Strategy & Consulting

17/02/2021

Opus Una: On disruption in the wealth management sector

Proposition Design, Development & Delivery, Technology Strategy & Consulting

29/01/2019

The changing face of financial services: Disruption or evolution?

Business Strategy & Advisory, Technology Strategy & Consulting

18/01/2019

Opus Una: Challenges and opportunities faced by UK wealth managers

Compliance & Regulation, Compliance & Regulatory Services

08/06/2018

Opus Una: An introduction to Opus Una

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

29/05/2018

Business Overview

Consulting – Our advisory service for participants in the wealth management ecosystem is focused on:

  • Product development & governance – We advise on all aspects of the product lifecycle from ideation to post-launch. We build new products, services and businesses. We can help you to optimise your processes and governance to improve commercial outcomes.

  • Project management – We bring lead and SME resources to deliver complex business transformation across wealth management

  • Strategy – is focused on helping scale-ups in the wealth management space to accelerate their growth. We help our clients with customer, product and distribution strategy. We design business models and will support you in developing a business plan and pitch to support your fund-raising activity.

Engineering – Opus Una Engineering is focused on providing off-shore development services to small and medium-sized organisations that require turn-key development capacity at affordable rates but without the levels of risk traditionally associated with off-shore delivery

Customers

Partners

Our strategic partners include:

Key Data

Year founded
2011
employees
2-10
offices
1
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Opus Una Solutions

Engineering - Turbo Traction

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......

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Expert Laser – Laser Coach (Masterclasses)

Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......

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Expert Laser - Laser Consult

The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert......

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FinTech Strategy

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......

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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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Product Development & Governance

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......

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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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