We are a premier global provider of management consultancy, technology implementation, and application management to the financial services industry.

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    We are a complete strategic IT and operations solutions consultancy firm, focusing on investment firms.
    We specializes in strategic IT management consulting. Because of our combined financial business and financial technology knowledge, we are fully equipped to provide superior implementation and support services.



    When it comes to solving organizational problems through adapting existing technologies or developing new ones, we believe that there are four distinct stages that firms typically go through.

    Stage 1: Strategy

    In this phase, a firm sets its strategic goals for what it wants to be.  They evaluate their current state, define their future desired state and look at gaps between the two states.

    Stage 2: Planning

    In this phase, a firm builds a plan of action on how to deliver its strategy defined in Stage 1.  This stage should be managed efficiently to avoid any scope creep and maintain delivery in regards to tasks, time and budget.

    Stage 3: Implementation

    In this phase, a firm commences implementation of its strategy that it defined in Stage 1 based on the planning defined in Stage 2.

    Stage 4: Support

    Finally, in this phase, a firm begins to maintain and support its newly implemented strategy based on Phase 3 to ensure its continued success. At some point, a firm will need to renew, adjust and sometimes redefine its strategy, at that point the cycle restarts again with Stage 1.





    Stage 1: Strategy

    Our specialization in financial services and hedge funds enables us to understand the challenges that come with various platforms and to overcome them. Our analysis of the client’s operations is conducted holistically within their business context. We are innovative with our problem solving and provide effective guidance with our recommendations.

    Stage 2: Plan

    When designing a plan, we conduct deep technical analysis with a high-level business analysis of the stakeholders at your firm. We collaborate with the client to determine what software development method is the most appropriate for their environment.



    Stage 3: Implementation

    Our top priority is to build long term-relationships with clients. The only reliable way to cultivate that is through transparent and honest communication, whether it is on the project’s progress or our resources and recommendations. Our network within the industry is significant and growing. We use keen discretion in who we hire as well as who we recommend to clients as third-party consultants. We pride ourselves as collaborative team players with excellent communication skills, always striving to be a pleasure to work with.



    Stage 4: Maintenance

    We go beyond monitoring and reporting issues. We also conduct research to analyze and resolve issues, leveraging our resources, skills, and experience used Stage 1, 2 and 3. Clients rely on our prudence, adaptability and attentiveness, making us the ideal partner.

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