Projects by Function

The depth and breadth of our experience across Functional Areas is demonstrated below.

Client Service Management

• New client service business unit development
• Development and implementation of client advisory board

Marketing Strategy and Management

• Product Development and Management
• New product design and implementation
• Marketing plan development
• Research and planning to support strategic direction

Business Development

• Implemented an educational sales process to support sales of commingled funds
• Development of Client Relations Strategies to support cross-selling programs

Operations and Finance

• Management of Finance unit, reporting, budgeting, forecasting and profitability
• Operations review of securities processing groups, focusing on proof & control
• Operation review of mutual fund processing group

Technology

• Research and documentation of specifications for RFP Development
• Vendor evaluations
• System implementation management - vendor packages and in house developed
• Designed a Windows-based Client Workstation
• Documentation of a claims processing system
• Development of a data warehouse to support the claims processing function

Project Management

• Transition Management - mergers and acquisitions
• Facilities relocation – including design and space planning