AI Tech Advisors

Banks, Asset Managers, Hedge Funds, and PE firms are often challenged with how technology in their departments or investments need to deliver new capabilities, drive efficiency, or simply operate in a stable manner.

Challenges	How We Help
How do I understand the strength and vulnerabilities of my technology?	Assess limits of the current technology offerings and remediate gaps tactically and strategically as aligned to business objectives.
How do I make my customer interactions and operational processes more seamless?	Align technology systems to streamlined journey maps to identify and develop technology capabilities and digital platforms.
How do I use technology to grow my business and client interactions?	Map growth needs to technology functions and introduce platform capabilities required to meet future needs.
How do I ensure my technology processes are effective?	Establish governance and automated development controls to improve quality and velocity of IT service and delivery.

• PE Firms and Investors
  IT Due Diligence, IT Process and System Assessment, PortCo IT Value and Synergy Realization, Reporting Modernization, Integration Support, PortCo Development Support
• Asset Management Firms & Hedge Funds
  Fit for Growth Assessments, IT Process Assessments, Workflow Transformations, Reporting Modernization, Development Support, Vendor Integration Support
• Consumer and Commercial Banks
  Resiliency and Scalability Assessment, Capability Maturity, Digital Modernization, Data System Migration, Cloud Transformations, Implementation Management, Deployment Support

We highly respect the trust you put into us as your technology advisor. We work diligently to assess value opportunities in leveraging common technology services, rationalizing client-facing and operational workflows to improve efficiencies, and uncovering new technical capabilities that you can enhance their offerings with.