Strategic Planning Services
Recent industry developments are placing increased demands on investment operations and systems. Trade cycles continue to shorten and regulatory requirements continue to demand attention. Industry emphasis on straight-through processing and electronic connectivity imposes the requirement for greater interoperability and integration between internal systems and external counter-parties. The Depository Trust Company estimates that seventy percent (70%) of the overall effort required to accomplish straight-through processing is internal work focused on investment operations work-flows and systems integration.
InvestTech Operations Reviews have helped our clients re-engineer their trade processes and investment operations with the goal of streamlining, simplifying, and further automating operations. InvestTech’s Strategic System Architecture planning enables our clients to build a scalable and reliable systems infrastructure capable of efficiently accommodating increased trade volumes and an expanded number of accounts.
- Identify Business Needs and Change Drivers: Internal needs assessment; Industry initiatives or mandates
- Clarify Organizational Goals and Strategies: Senior Management Direction/Sponsors
- Review Current Processes and Technologies: Portfolio Management, Trading, Operations, Accounting; Technology assessment
- Identify Improvement Opportunities: Operations Streamlining and Best Practices; Optimized Technology Architecture
- Incorporate Organizational Capabilities: Strengths and Weaknesses; Preferences, Adaptability, Resources
- Create Strategic Investment Systems and Operational Recommendations