Investment Advisory Vendor Assessment

Launching a new investment advisory proposition can be highly risky but may also bring significant benefits to the business. Enhance your existing Investment Advisory by using carefully curated external solution providers to improve your investment advisory offerings and customer experience while keeping implementation costs low.

Are you asking yourself

Which parts of our investment advisory process can we improve quickly by using external investment advisory solutions?
What are the leading investment advisory solutions offered by Fintechs and IT incumbents?
What new workflows does my organisation need to create to implement a new Investment Advisory framework?
Are there tools to allow my organization to monitor regulated processes, such as credit risk assessment, to enable prompt corrective actions?

What you will get from us:

Vendor Assessment and Review
Proposed Systems Architecture.
Buy or Built Recommendation
Business case with Implementation Proposal

Our Approach

Stakeholder Interviews

Conduct interviews with senior management, front office team leaders, product specialists, and operations to understand business requirements towards the vendor
Vendor Review and Comparision

Implement a Risk Review Methodology to compare the solution providers offerings
IT Workshops

Conduct workshops with IT & Operations to learn about data, systems and data processes to assess vendor implementation feasibility
Business Case

Provide vendor recommendation and develop a Business Case

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