FinServ Consulting offers business consulting, systems development and systems integration services to address the needs of alternative asset management firms, global banks, fund administrators and software vendors.

In each engagement, we work closely with clients to assess their goals and identify the appropriate technologies for their needs, leveraging our extensive experience in alternative asset management and financial services to ensure cost-effective, best-practice solutions. We utilize disciplined project management methodologies and tools to support each implementation, offering regular communication, status reporting, issue tracking, risk management and milestone reporting to ensure projects are completed on time and on budget. We value transparency and openness, and aim to exceed client expectations with every project.

Our Business Consulting practice provides firms with complete solutions to strengthen all aspects of their business including: internal controls, compliance procedures and overall operational competency. Our practice incorporates:

Alternative Asset Management Specific Strategy

Long Term Roadmap / IT Systems Blueprint

Project Management Office / Software Development Life Cycle

Business Process Reengineering

Compliance Requirements/Policies and Procedures

Vendor Selection & Management/Contract Negotiations

Outsourcing/Selection and Due Diligence