We specialize in technology and strategy in the financial services
industry. With significant experience as line managers in both the
client and vendor spaces, we have a unique perspective in solving
your problems. We are independent and do not sell products or provide
implementation services. This ensures our objectivity as our consulting
does not become a platform for add on services.
Consulting Assignments
- Strategic and Long Term Planning
- Business and technology alignment
- Project organization and kickoff
- Teaming between client and technologists – meeting
business needs
- Development methodologies (Agile, Unified, etc), documentation
(UML use) and testing standards
- Project scoping, staff levels and deliverable identification
- Outsourcing issues
- Project reviews
- Objective review of progress with appropriate recommendations
- Resolution of client vendor disputes
- Product evaluations
- Creating request for quote (RFQ) with well defined business
and technical criteria
- Implementation planning
- Straight Through Processing (STP) trading systems (all
instruments)
- Hedge fund technology infrastructure – trading and
back office
- Risk management – enterprise wide environments
Temporary CIO Assignments
- Candidate interviews
- Former CIO interviews senior staff candidates
- Strategic planning
- Technology and business coordination – multiyear
plans
- Lead SWOT and other group exercises
- Outsourcing strategies
- Contingency planning and disaster recovery
- Organizational analysis
- Number and quality of staff
- Turn-around
- Focusing and establishing control over late and over budget
projects
- Establishing trust between business and implementation
teams
Please contact us to discuss your area of interest. |
