Service Providers

We worked with a US-based asset manager to evaluate the third-party providers for middle-office and back-office outsourcing. We defined a complete set of business requirements, operational scalability tests, data interfaces and process workflows. After selecting from a long list of ten potential partners including global custodians and software providers, we invited two short-listed candidates to detailed joint design sessions. We followed up with financial models, legal reviews and reference checks before choosing the finalist partner.

  • Asset Management
  • Hedge Funds
  • Wealth Management
  • Mutual Fund Companies

Case Study

Client Challenge

Our client is a financial service solutions provider whose clients included many of the world's leading custodians, fund administrators and alternative asset managers. The firm had grown significantly and needed to reassess its operations to ensure it had a proper foundation in place for the next stage of business growth.

Cambrian Approach

We worked with the CEO and management team to evaluate the firm's market position, competitors, sales pipeline, product road-map, implementation methodology technology, organizational structure and hosting infrastructure. This led to a set of prioritized recommendations for repositioning the company, re-building the sales force and defining a new technology and product road-map.

Business Results

The recommendations were presented to the Board of Directors and the proposals were implemented over a nine-month period resulting in new client revenues and better client satisfaction, with fewer staff.

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