Projects by Industry

The depth and breadth of our experience across Financial Services is demonstrated below.

Private Banking

• New product development and management
• Marketing plan development
• Research and planning to support strategic direction
• Development and implementation of profitability model

Investment Management

• Portfolio Management System Implementation
• Performance System Implementation
• Due Diligence Analyses
• Acquisition and Integration Management
• New client service business unit development
• Market research to determine direction of pooled funds market
• Portfolio management and reporting, asset allocation and regulatory compliance

Insurance

• Development and implementation of profitability models for a P&C company
• Documentation of a claims processing system
• Development of a data warehouse to support the claims processing function
• Quarterly reporting of investment income performance

Retirement Services/Trust

• Development and implementation of client advisory board
• New product development and management
• Marketing plan development
• New business development
• Developed and implementation of Client Relationship Management strategies
• Acquisition and Integration Management - Securities Lending
• Ensured adherence to fiduciary requirements for defined benefit plans