Our consulting capabilities are aligned to our clients’ needs. Our industry specialization and expertise support and accelerate business and technology programs. We have collectively delivered hundreds of engagements to our clients solving critical business problems from strategy through implementation.

Business Consulting

We advise financial services clients on their strategic issues: globalization, technology disruption, consolidation and regulation.
  • Strategic reviews
  • Market analysis
  • Competitor analysis
  • Business performance

Financial Services Solution Provider

Our client is a financial services solution provider who needed to reassess their technology and operations to develop a roadmap for the next stage of business growth.

Technology Innovation

We work alongside our clients with a joint-team approach to define specific solutions to solve their business and technology challenges.

  • Technology strategy
  • Product reviews
  • Implementation
  • Application analysis

Global Universal Bank

Our client is a global universal bank that had grown dramatically through acquisitions in the US and abroad and now has operations in 32 countries. By 2009, the firm had over 100 data centers and 3,000 applications, costing over $6bn in annual operating costs.

Organizational Change

We act as business partners with our clients to ensure any recommendations for strategy, operations, organization or technology are aligned to long-term shareholder interests.

  • Operations strategy
  • Organizational strategy
  • Process reengineering
  • Cost restructuring

US Wealth Manager

Our client is a US wealth management firm headquartered in New York with offices on the East Coast and West Coast. The firm has been through a number of acquisitions and divestments and needed to save costs in order to improve margins, while refocusing management on profitable client segments and maintaining appropriate client-service levels.

Design & Implementation

Our consultants average more than fifteen years of experience. We are pragmatic team players who are technology-savvy and commercially minded. We operate as fiduciaries – always putting the clients’ best interests first.
  • Program-project management
  • Business requirements analysis
  • Data management design
  • System integration testing
  • UAT, training and data conversion

Global Wealth Manager

Our client is a global wealth management firm looking to refresh their fifteen year old plus client website. With half of wealth management clients changing providers over the past three years, and 39% or ultra-high-network clients stating a plan to change providers in the next three years, the client needs to address their digital solutions to provide a marketplace advantage.

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