T+1
T+1 readiness and post-trade operating model
Support trading, operations, and risk teams through the operational and control changes required by T+1 settlement cycles.
3-session workshop
3-day workshop (1 hour/day): T+1 impact mapping, control redesign, and execution roadmap.
- • Map front-to-back process impacts across trading, confirmations, allocations, and settlement controls.
- • Prioritise remediation actions across data quality, exception handling, and cut-off management.
- • Define a pragmatic implementation roadmap aligned to business criticality and delivery capacity.
Market Data
Market data operating model and value realisation
Improve transparency, governance, and consumption efficiency across market data sourcing, controls, and business usage.
3-session workshop
3-day workshop (1 hour/day): spend transparency, governance design, and quick-win optimisation plan.
- • Establish an inventory of data products, entitlements, and cost drivers across business units.
- • Strengthen governance for vendor management, usage policies, and compliance-ready reporting.
- • Identify immediate cost, quality, and control improvements without disrupting core business workflows.
Invest & Inheritance
Investment and inheritance journey modernisation
Design end-to-end client and advisor journeys that improve service quality, transparency, and operational efficiency.
3-session workshop
3-day workshop (1 hour/day): journey diagnostics, target-state design, and delivery backlog.
- • Assess current onboarding, advisory, and succession journey pain points across channels and teams.
- • Design target-state journeys balancing client experience, advisor productivity, and regulatory obligations.
- • Prioritise implementation initiatives with clear ownership, milestones, and value hypotheses.
AI Offering
AI advisory and implementation enablement
Translate AI ambition into controlled, measurable delivery across business prioritisation, governance, and implementation.
3-session workshop
3-day workshop (1 hour/day): use-case prioritisation, governance baseline, and first-wave delivery plan.
- • Define a practical AI opportunity map linked to business outcomes, feasibility, and regulatory constraints.
- • Set a clear governance baseline for model accountability, data controls, and human-in-the-loop decision rights.
- • Design an implementation plan with phased use cases, operating model ownership, and measurable value tracking.
Trade Surveillance
Trade surveillance controls and monitoring utility
Strengthen surveillance coverage, alert quality, and control transparency across increasingly complex trading behaviours.
3-session workshop
3-day workshop (1 hour/day): surveillance maturity baseline, utility target state, and phased implementation plan.
- • Assess current detection models, workflows, and escalation governance across key products and markets.
- • Define a pragmatic utility blueprint for data, model operations, and case-management standardisation.
- • Prioritise a measurable roadmap balancing compliance confidence, false-positive reduction, and operating efficiency.