STRATEGY
Fees and margins are down, client expectations have evolved, and new fintech players are emerging, requiring fresh thinking and a contemporary business strategy to win.
INNOVATION
Talent and skills are critical to any transformational journey, but culture and leadership will ultimately determine the success or failure of such endeavors.
DIGITAL
New digital capabilities are transforming every single industry, and successful companies will treat this as a business mission, rather than a technology initiative.
DELIVERY
A great strategy is only as good as a team’s ability to execute: agility, data, design, engagement, time-to-market and cost are all contributing factors.
PARTNER FOR SUCCESS
We are NOT generalists who are learning on the job. We’re a group of accomplished financial services leaders and practitioners with direct industry experience. We’ve been members of the C-suite. We serve on Boards. We’ve worked with some of the world’s largest banks, brokers, insurance, wealth and asset management firms, as well as with hedge funds, real estate investors and in private markets. We help lead and advise fintech companies. We’re experienced strategists, technologists, traders, distribution, marketing, risk, and operations professionals. We will help you achieve your objectives.
Creating a data-driven business
THE VIRTUOUS DATA FEEDBACK LOOP™
Data is the lifeblood of an efficient supplier in any industry, including financial services.
A strategic data architecture enables data to be shared across functional boundaries, enabling new bilateral insights that enhance both manufacturing and distribution. This creates a virtuous feedback loop, where one function informs the other. For example, how can client, demographic and other thematic data drive product and solution capabilities? And how can products and solutions be used to improve client experience and engagement?
The best digitally-enabled businesses, like Amazon, employ exactly such a model.
- Reduced Costs
- Reduced Operational Risks
- Enhanced Client Experience
- Greater Agility
- Faster Time-to-Market
- Innovation Pipeline
OUR PERSPECTIVES
Multi-manager investment firms find themselves at a critical juncture, balancing a delicate dance between diversification and economies of scale.
Miami Hedge Fund Week was truly eye-opening, demonstrating both the atmosphere and assemblage of industry participants that has transformed Florida into a growing financial services and technology hub. There were also some thematic takeaways from this year’s edition that go beyond the state of play in Wall Street South.
Only a few weeks into the new year, there are a wave of planned, if not already executed mass layoffs across the industry. Navigating these actions is difficult, but it’s a mistake to forego the exact kinds of strategic and sustainable changes that can ultimately help to reduce these cyclical budget and staffing challenges.