A hands-on team of experienced senior derivatives and securities operations experts to help financial service providers to optimize workflows, infrastructure and staffing needs by leveraging best-of-breed platforms and applications. Expanding the market of potential business opportunities from the Americas into Europe.
Implementation of comprehensive technology platform for a major LatAm investment bank.
Process improvement and resource management for U.S. subsidiary of a European investment bank
Solution / technology
Applying best-of-breed platform & optimization of operational workflows.
Senior expertise, broad and deep network of industry contacts. We “come in, do the job and get out of your way”; no long-term contractual obligations but highly targeted, clearly defined transformation projects.
Europe: >$10MM/year in consulting/contract fees around operational automation, workflow design and improvement opportunities for mid-size financial services firms.