our expertise
Because of our success in working with both sides of business (vendors and client), we have developed expertise in the following areas:
- Securities Lending program analysis;
- Risk and Compliance evaluations;
- Customized RFP projects;
- Fee analysis and negotiations;
- Board reporting;
- Transaction processing;
- Operations benchmarking;
- Workflow efficiency;
- Vendor management;
- Contract management;
- Service level agreement assessment; and
- Foreign exchange analysis.
PERIODIC REVIEW
Ideal for mature provider / client relationships using established processes and communications.
- Service value checks with your existing provider.
- Evaluation of service quality and processes against expectations, contractual commitments, and industry benchmarks.
Strategic Development
Request for Proposal (RFP) (i.e. Custodian selection, outsourced operations) for and to:
- assist in identifying and documenting requirements,
- services provider identification and qualification,
- proposal review and vetting,
- alternative planning, selection, and
- implementation / transition.
Business Operations
- Assist in identifying operational challenges and inefficiencies that are effecting fees, service value, execution and business relations
- Designed to focus on the day-to-day tasks, processes, communications and responsibilities that are meeting best practice applications and identify those areas where improvement could be most beneficial