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Our Solutions

Front office analytics & execution, research, broker evaluation, commission management, operational risk, performance measurement & attribution, CRM, client reporting & communications

Operations, platforms, outsourcing

Technology review and optimisation. Technology and data strategy & execution


Change management & oversight, governance, programme management office

Strategy. Definition of operational & technology strategy

Benchmarking. Comparison with market best practice and competitive positioning

Supplier Selection, M&A. RFI/RFP definition (based on our own templates). Choices around Buy, Build or Outsource. Selection of best supplier (which may involve M&A activity with competitor or partner)

Oversight of Change. Ensure that change is executed efficiently to realise defined benefits with maximum risk mitigation

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