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Process Consultants, Implementers and Innovators
About
The financial industry is constantly in motion, but the age of digitalization accelerates the change and challenges the industry even further. Accepting these challenges we want to help your company to overcome any obstacles and to reach success. We are a young consulting firm founded in 2019 that is familiar with the current situation of he industry as well as with new technologies. We analyze your processes and systems to make you as efficient and up to date as possible. We will guide you to the best version of your company.
Services
Business analysis and software implementation
We support you in different phases of your software implementation projects and accompany you in technical and business-related issues.
The implementation of new software always goes hand in hand with the need to examine existing processes in order to create a basis for project work. We analyze the status quo in your organization and work out a plan on how to carry out your implementation projects most efficiently. In addition, we support you in project implementation and ensure that everything runs smoothly. Within the scope of standard software, we take over the technical conception and finally the implementation. We coordinate the implementation and can provide both experienced consultants and developers who have a high level of implementation and parameterization expertise.
In the case of an in-house development or an external provision of individual software, we also take over the technical conception. Here we can not only support you with the selection and conception, but also provide our own software solution. In a joint venture, we design highly innovative solutions based on the latest technologies while being compatible with our customers' current systems. We can respond to customer requests in detail and design completely new software solutions. You can find more information about our current projects here.
Services
Process design, standardization and optimization
With our banking-related expertise, we advise you and design your processes in asset management as well as in the development and lending business with you.
As part of our consulting activities, we also contribute our technical expertise in asset management and in the development and lending business and support our customers in the process.
In asset management, we cover the entire process chain of securities trading and provide advice. Our expertise relates to all kinds of asset classes and extends to exchange-traded and non-exchange-traded financial products. Here we raise standardization and optimization potential in the trading processes and the settlement and back office processes. In this way, we also cover the day-to-day processing of the capital management companies and custodians we look after, right through to bookkeeping and reporting. When introducing new financial products, we are already involved in the process design and can thus ensure harmonization with existing processes.
In the subsidy and lending business, we carry out a technical and professional analysis and support you in the optimal design of the processes. Our procedural analysis is holistic and covers all front and back office processes. We analyze the processes and create process models and process descriptions on this basis. There we start to identify potential for optimization and standardization and derive target processes suitable for your organization.
Services
System integration
We support the embedding of new software in your existing systems and ensure procedural correctness.
For a successful software implementation, it is crucial that the software solution to be implemented is technically and procedurally integrated in the best possible way. We help our customers to implement their technical processes in suitable software solutions and necessary interfaces to other systems. Here we use business cases to advise whether and which interfaces are required and what influence the decision will have. All relevant factors are considered, including costs, benefits and future viability. We provide conceptual support, but we also have experience in technical implementation and can also advise our customers on this or take it over.
Services
Project Management
With our project management services, we support our customers with a holistic approach. We support you with optimization and implementation projects and take over the planning and implementation, depending on your organization, in a classic or agile style.
Within the organization, we coordinate the specialist departments and bring them together with IT. We provide you with the necessary experts and also coordinate the implementation with your own staff. We also support you with monetary planning and project controlling, as well as with the selection of the right service provider.
In addition to our two focus areas of asset management and the development and lending business, we also support you in your project management in different areas of the financial industry and lead you to success.
Customers
Asset Management Companies
Custodians
Promotional Banks
Insurance Companies
Contact
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