Our consulting expertise

Industry Overview

Investment banks operate in fast-paced environments where accuracy, speed, and compliance are paramount. Deal flow, risk management, and post-merger integration require robust operational structures and technology support.

How We Help

We assist investment banks in modernising front-to-back workflows, improving regulatory readiness, and streamlining capital market operations. Our teams focus on trade lifecycle, product control efficiency, and front-office enablement to improve decision-making speed and accuracy. We also offer transaction readiness diagnostics and support for risk and control frameworks.

Our sevices include:

  • Target operating model design for retail, corporate, and investment banking
  • Deal lifecycle optimisation for STP (Straight Through Processing)
  • Regulatory reporting transformation
  • Integration of data sources for real-time analytics
  • Risk management framework development

Sample Use Case

Front Office business facing role (reporting directly to the Deloitte partner) to oversee a portfolio of projects and a team of project managers, to deliver process improvements and trade migration projects to ensure the adoption and embedment of new operating model across the global FX, Rates and Credit (FRC) divisions. ­This enabled implementation of a flow centric operating model, Straight Through Processing with reduced duplication of effort across asset classes and improved processing efficiency.  Annual Losses were reduced by CHF 16.9m  per annum.  Reduction Range for valuations: savings of 30-45m due to incorrect financial data (prices and fixings) and Intersystem reconcillition savings of CHF 200-270m

Summary

Financial institutions must evolve rapidly while managing risk and regulatory expectations. Our consultants offer practical, secure, and agile solutions to modern banking challenges.

Benefits

Marketing Research

Research helps you plan the best way to get your product from the manufacturer to the retail shelf. In addition to deciding which retailers should carry your product, you should determine where your inventory will be held.

Listen to your team

Go to your team, and tell them you want to make a fresh start. Tell them you want them to enjoy their jobs more and get more done.

Analyze the Problem

In this problem solving step, you will want to figure out what caused the problem, what the problem looks like at this moment, and the urgency of addressing the problem.

Insights

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Category Stock

US Stocks Are Expensive

11 April 2017
Working from home meant we could vary snack and coffee breaks, change our desks or...
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