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.

We have proven experience in developing systems for regulation, compensation, front, middle and back office functions, and risk management. Our Systems Development methodology includes:

Technical Documentation / Systems Specifications

Architectural Design, Infrastructure Design

System Design

Data Modeling

System Development / Coding / Testing

Custom Training / Documentation

Ongoing Support / Outsourcing