SERVICES

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

TECHNOLOGY
INNOVATION

ORGANIZATIONAL
CHANGE

DESIGN &
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
CASE STUDY

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.

Client Challenge

Our client is a financial service solutions provider whose clients included many of the world's leading custodians, fund administrators and alternative asset managers. The firm had grown significantly and needed to reassess its operations to ensure it had a proper foundation in place for the next stage of business growth.

Cambrian Approach

We worked with the CEO and management team to evaluate the firm's market position, competitors, sales pipeline, product road-map, implementation methodology technology, organizational structure and hosting infrastructure. This led to a set of prioritized recommendations for repositioning the company, re-building the sales force and defining a new technology and product road-map.

Business Results

The recommendations were presented to the Board of Directors and the proposals were implemented over a nine-month period resulting in new client revenues and better client satisfaction, with fewer staff.

HOW WE HELPED

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
CASE STUDY

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.

Client Challenge

During the credit crunch, there was a significant focus on reducing costs.

Cambrian Approach

We worked closely with the client's project team to manage the design and implementation of an enterprise software tool that enables business process analysis, impact analysis, and risk analysis for a global universal bank covering their capital markets, credit card, retail banking, wholesale banking and mortgage operations. This initiative required agreement on business requirements, prioritization of functionality, sequencing of roll-out and management of the risk across multiple business units. In addition, this project required a detailed analysis of the existing application portfolio and interfaces, with their associated characteristics — upstream and downstream systems, business criticality, functions, costs, data feeds, hardware, disaster recovery/fail-over response times, storage and stability.

Business Results

We worked closely with the client and application vendor to prototype and launch the solution across all business units, which will enable the decommissioning of hundreds of applications and save tens of millions of dollars. This solution will also enable the business to determine the impact of new initiatives and reduce project risk while speeding up implementation timescales.

HOW WE HELPED

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
CASE STUDY

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.

Client Challenge

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 its management on profitable client segments and maintaining appropriate client-service levels.

Cambrian Approach

We performed an operations restructuring review across all the wealth management offices in seven states. We analyzed their technology spend and product road-map to understand the dependency on revenues and cash-burn for each new release. This restructuring analysis included a full definition of cost savings from headcount reductions, office leases, third-party data services, application software and data centers. The restructuring process also included legal and risk reviews which covered the revenue forecasts, cash-flow analysis and client impact. The results were discussed with the management team and presented to the CEO.

Business Results

The recommendations were presented to the Board of Directors. One high-cost office was closed and two were restructured. A new location was launched in the Midwest, with significantly lower staff costs. Contracts with data and technology providers were renegotiated and off-shore resources were deployed in Asia to provide extra headcount for accelerating the product road-map.

HOW WE HELPED

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
CASE STUDY

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.

Client Challenge

Following an engagement from a top-tier consulting firm and approach to take the theoretical strategy and design and turn it into a reality. Part of the underlying issue is moving forward to address business function gaps requested by the business to improve processes, reduce costs, and eliminate waste … and do all of this in ten months.

Cambrian Approach

We worked as the integration point between the business and technology delivery teams. Our solution was not only to deliver a very rapid solution, but also demonstrate the business, technical, and financial benefits from implementing an Agile delivery approach. A side outcome of the engagement is to show how Agile can improve solution delivery and quality across the organization. Our Program Manager led the Product Owner team and the user experience / user interface (UX/UI) team in the US and coordinated the scrum activities and sprints delivered by the technical team in Hyderabad, India. Not only was the project delivered according to the very aggressive schedule but the client expectations were exceeded. The first phase of the solution included a web-based digital solution hosted with a cloud datacenter provider to match what was being delivered on the old 1990’s era website. The second phase added native applications for iOS and Android devices and delivered electronic document storage, electronic signature, and electronic statement and document delivery. The result is that Cambrian took the client from a lagging technical presence to one of the industry leading solutions leaving many of their competitors looking to copy our solution.

Business Results

The client went from a lagging technical presence to one of the industry leading solutions leaving many of their competitors looking to replicate their solution.

HOW WE HELPED
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