“Understanding the Market”

Business Intelligence

• Market and market segment analysis

This process is typically driven by statistical analysis and is exploratory in nature. We focus on three basic approaches to market segmentation research: (i) quantitative survey-based, (ii) the creation of segments from existing market classifications, and (iii) the emergence of segments from qualitative research.

• Competitor landscape analysis

We identify direct and indirect competitors. We develop insights into the visions, core values, sub segments and niches, strengths, and weaknesses. Typically, competitive analysis includes the following three steps: identifying (i) internal resources, (ii) competitor resources and (iii) validating findings.

Strategic Advice

• In state of affairs diagnostic

• Operational review including;

  Organizational due diligence and assessments, target operating model & operational roadmapping, and data & operational strategy.

• Service provider review

“Execution”

Solution Selection

• Defining the scope and requirements

• Selecting the solution (software, fund servicer, etc.)

• Running the RFP process for outsourced fund service providers

Implementation

• Full implementation support

• System remediation & re-implementation

• Service provider onboarding

Business Improvement

• Project & program management

“Knowledge”

Technology

• Strategic direction & oversight

• Change management

• Digital transformation preparedness

• Data migration

Data Services (HMDS)

• Data strategy

• Digital transformation

• Analytics Data Platform (ADP)

• Content Management & Collaboration solutions

• Power BI reporting & dashboarding

Regulatory Support