Our expertise both in banking processes and technology makes us a prime partner to help clients with selecting and implementing the right technology to keep their institution at the forefront of efficiency and profitability.
Digital banking has fueled customer demand for constant connectivity and access to carry out transactions anytime and anywhere. To keep up with this, a modern and up-to-date core banking system is essential. Having been part of multiple core banking implementations and upgrades, we bring the relevant knowledge and experience to support modernisation initiatives.
There is a large variety of trading technologies available in the market to help you enhance your trading room operations. We help you evaluate options and implement the right solutions in an optimal way to ensure that your trading activities can leverage technology to become efficient, compliant and error-free.
Risk management is an essential activity that in recent years has been thrust into the forefront due to tightening regulations within the banking industry. Having the right risk management systems in place will reduce overheads and ensure that business is not hindered. With our expertise in product and portfolio risk management, we guide clients towards having a robust and efficient risk management architecture.
Having highly automated middle and back-office processes is essential to operational efficiency. We help companies re-engineer their middle and back-office processes and integrate systems that will streamline and automate their operations.
Risk management and Compliance have been a dominant topic in the banking industry as the regulatory landscape constantly changes.
We enable clients to keep abreast of changes and ensure their compliance with the ever-tightening regulatory environment.
Major market fluctuations, crisis, and black swan events have highlighted the importance of effective risk management processes within the banking sector. Tightening regulatory requirements have pushed financial institutions to make managing counterparty and product risks a priority.
Regulations are also increasingly focusing on client portfolio risk management to ensure customers are not being exposed to undue risk. We work with risk departments to recommend methodologies and technologies that will help them achieve compliance and stay business-friendly.
Being able to generate trade documentation with relevant data in a timely manner is crucial to ensure compliance to regulations such as PRIIP and also to make sure that clients have the right information at hand. By redefining processes and leveraging technology, we help clients automate document generation, making it a seamless process that is no longer a bottleneck.
Ensuring that customers only purchase financial instruments that are suitable for their risk profile and indicated investment goals is every financial institution’s responsibility. This, however, can prove to be a challenge if the right policies, processes and infrastructure are not in place.
We help financial institutions ensure that their overall client suitability architecture meets industry requirements and is seamlessly integrated into the overall sales and distribution flows.
The complexity of the project subject matter, the bank’s internal environment and architecture, as well as timelines and resources, are elements that can make the execution of projects a real challenge.
Our team of consultants bring years of experience in project management and implementation to the table. With this, we help clients navigate many of the challenges that stand in the way of successful project implementations.
Having a robust analysis and design phase at the start of the project provides a solid foundation for a successful implementation. We work alongside project stakeholders to understand the project requirements in detail. Armed with this information, we help clients design the appropriate solution that will meet project targets.
At every stage of a project, it’s important to understand the business requirements of the components that make up a project. Our consultants are equipped with deep subject matter expertise and take a holistic approach in providing in-depth business analysis. So whether it is during the analysis and design phase or resolving issues during the test phases, we help clients ensure that their project’s business objectives are met.
Carrying out projects in the complex operating environment of financial institutions can present an array of challenges. However, with good project management and governance, many of these challenges can be overcome.
Our experienced project managers will identify risks to projects early on and work to mitigate the risks while always keeping the final goal in mind. By maintaining transparency and having a good understanding of the dynamic business environment, we help clients deliver projects on time and within budget.
