Expert adviser. Team player
Working with clients in financial centres around the world our consulting delivery experts bring sector expertise at scale and pace, solving complex problems to accelerate performance.
We are the world’s leading consulting firm for the design and delivery of OTC clearing for exchanges and CCPs. We provide thought leadership and industry-leading expertise in default management, PFMI compliance and margin methodology. Our intellectual property is captured within our ‘CCP in a Box’, which provides end-to-end detail on all aspects of a CCP’s operations and enables our clients to create world-class OTC clearing services.
- CCP in a Box
- OTC clearing
Our team offers a unique combination of project and programme delivery skills with outstanding subject matter expertise and real-world experience of client servicing. We enable our clients to enhance their culture, organisation and client service operating models, and to launch new propositions and distribution channels. We help our clients meet the demands of global and local regulation and different tax jurisdictions and we have implemented efficient processes supported by workflow, CRM and on-boarding applications and tools, alongside design of KYC data structures for complex client relationships.
- Client service improvement
- Client service solution implementation
We work alongside both the senior management team and the steering group to implement a transformative operating model. Collaboration is key to our approach. It allows our capability and capacity to come to the fore and means we support our clients with both the structure and design of the implementation. Our expertise and experience enable us to provide specialism at scale and guide the management of a programme and the delivery of projects from concept to completion.
- Change management and communications
- Implementation planning
- Testing and implementation
We develop and transform organisations to achieve higher performance levels through our extensive experience of what really makes teams succeed. From defining a compelling vision to designing and implementing the strategy, through developing the behaviours which build a high performing culture, we guide our clients on their journey to achieve their vision and their business objectives.
- Communications plans and cascades
- High performing team analytics
- Risk culture and conduct risk behavioural pattern development
- Systemic model blueprint for organisation design
Our team of business analysts, project and programme managers have outsourcing implementation experience that is as broad as it is deep. We have managed everything from large, global deals covering multiple service lines across many countries to custody only UK-based deals. Working with our significant operating model experience means we understand the end-to-end business, functional and technology impact of outsourcing.
- Implementation and lift out
We implement financial systems and architecture change with a first-class knowledge of business environments, best practice deployments, integration and data migration approaches and testing. We form dedicated, expert teams or complement a client’s own programme and project personnel with management and business specialists, implementation analysts and testers. Either way our support is comprehensive ranging from steering group advice and stakeholder communications to operational deployment, training and reporting.
- Application configuration and implementation
- Infrastructure outsourcing
- IT programme management
We are regarded as market-leading specialists in the art of change, having successfully implemented transformation programmes for over 24 years. Our people, industry knowledge and ease with which we transfer knowledge to clients sets us apart. We work from concept to completion to deliver programmes that provide specialism at scale by applying our unique and comprehensive skill-set, including change delivery experts, data management resources, finance professionals and IT experts.
- Data analysis
- FMI onboarding
- Legal entity migration
- Onboarding to CCPs
- Operational impact assessments
- Programme and project planning
- Requirements gathering and analysis
- System implementation and enhancement
- Testing completion
Read our case studies
Improving global trade and transaction reporting
We helped our client decide between hosted IT and managed services and better understand the real costs of trade and transaction reporting