Front, Middle, and Back Office Change


We work closely with our client’s business and technology teams across front, middle, and back office operations. Our focus is to ensure the smooth and successful implementation of new processes, software, applications, and internally built tools/systems to help clients continue to automate and streamline their businesses. Through our robust project management strategies and subject matter expertise across all asset classes for pre and post-trade systems and processes, our clients have benefited from improved operational efficiency, cost savings, and increased revenue and profitability.

Our services include a range of expertise in gap analysis, systems analysis, integration, rationalization/optimization of core systems for pricing/risk, order management, market data and electronic trading (Murex, Calypso, ION Market View, Bloomberg TOMS/AIM, Broadway, Charles River CRD, Wall Street Systems) AML and fraud prevention (Actimize, Behavox); client onboarding and client lifecycle management (Fenergo); Regulatory Reporting Compliance (Axiom, Thomson Reuters Accelus); Confirmations, Settlements, Reconciliation, Collateral and Treasury Management into GL (Broadridge BPS/Impact, Gloss, SimCorp, Eagle Pace, SAP Hana, Oracle Financial, Workday, Peoplesoft)

  • We deliver exceptional front-office financial services projects, helping clients drive sales and growth, enhance customer experience, and improve operational effectiveness. We leverage deep industry knowledge, along with expertise in project and change management to streamline workflows, optimize research, sales and trading processes, and provide actionable insights giving clients a competitive edge in the financial services market.

  • We have been leaders in project planning, business analysis, strategy development, software configuration, and execution for implementations of post-trade execution systems and setting up of STP with leading OMS, and Risk systems across all lines of business and functions for global banks and asset managers

  • We use a tailored approach to analyze clients’ objectives, regulatory requirements, and operational challenges, and leverage industry experience combined with the latest technologies to optimize workflows, improve data accuracy, and enhance productivity in delivering efficient and effective back-office financial service projects.