We collaborate to deliver solutions; we establish trust by avoiding jargon.
State the core drivers and 'big picture'.
Understanding where an implementation fits within a client’s macro strategy, results in effective prioritization and delivery.
Chart the boundaries of the effort.
Defining what's in- and out-of-scope creates discipline through structure.
Establish the process.
Clearly modeling and enhancing processes provides much needed context when designing technology solutions.
Driving design based on business continuity, architecture standards, and supportability leads to a cohesive design language.
Capture the right resources.
Engaging a group of complementary development experts in the chosen areas of expertise is fundamental to success.
Formulate test plans, early.
Determining the testing approach early in the development lifecycle results in a quicker, more cost-effective solution.
Ensuring a user’s understanding of processes and functions is a critical objective. It provides the context for long-term success.
Fundamental to the start of any project or relationship is deriving an understanding of what drives a client’s business.
To glean the information necessary to understand our clients at their core, we inventory where they’ve been, where they perceive they are currently, and in which direction they hope to grow.
By comprehending the sectors served, business partners and vendors utilized, and integrated systems of our clients we formulate the scope of the engagement. In addition, by constantly remaining cognizant of the latest technology trends, we create a strategy to best optimize the path to success.
Completion of the analysis and optimization of the strategy naturally guides the creation of the solution for the client.
Our vast expertise with the dynamics of the capital markets space, including all aspects of syndicated lending in real-world settings, informs the flavors of design options we create.
With an ever-changing landscape of technology, we craft and deliver a product that integrates the needs of our client today with the potential needs of tomorrow.
Innovation must always be accompanied by empowerment.
It is vital that finance professionals evolve together with technology solutions. An informed, knowledgeable user base enables institutions to constantly re-invent themselves and avoid stagnation.
With a dynamic and rich experience in finance, technology, and the capital markets, we offer educational modules that can be as general or as tailored as the needs of the client dictate. As pioneers in the development of complex technology and concepts (e.g. FpML protocol for syndicated loans), we have a particular talent for distilling intricate and nuanced concepts down to their most salient elements.
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