Guiding clients through the myriad of product, process and people considerations to make the right decision with their vendor selections and set up for success.
Design of the future state of operations and the roles & responsibilities of each function to support a scalable investment practice to meet long-term growth.
Turning the vision into reality to deliver the Target Operating Model and Technological Architecture to a timeline and budget, and ensuring business buy-in and adoption.
Expert guidance through the future state migration phase, from initial testing/UAT, through model office, parallel running, and cut over.
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