Springfield Area Parent Child Center

“I was pleasantly surprised that they brought Innovation and Data Mobility into the solution to help us look at our data in a unique way.  Their tool helped to quickly aggregate the data to see what we had and what to use.  They brainstormed with us from pre-project meetings through developing the product and operating model. ”

Business Managing Director at Broker/Dealer

In today's increasingly regulated and competitive financial services market, both large and small organizations must be nimble enough to rapidly and successfully respond to change in order to survive… and ultimately to prosper. We assist companies of all sizes to solve complex business problems involving large volumes of financial data with tailored solutions that meet their specific needs.

From improving the effectiveness of pre-merger discovery and post merger integration to developing stringent reporting controls, we deliver solutions where time to market carries substantial bottom line implications.

Our typical three step process includes:
Three Step Process


Our data mobility, consolidation and analysis tools accelerate data alignment and mobility, which expedites business intelligence timeframes by up to 70%. Our analytical toolsets translate business and risk analytics into actions while providing the ability to paint scenarios and drilldown to underlying data lineages.


We provide our clients with data-specific solutions to difficult business problems. Our combination of experienced consultants and technology toolsets can efficiently assist clients with issues including:

Predictive Analytics

  • Capital Appetite
  • Derivatives settlement treasury need forecasting
  • Securities lending locate  analysis
  • Product cross-selling take-up & segmentation analytics
  • Financial Advisor retention

Process Optimization

  • Reference data/commissions  setup and maintenance issues
  • Global Client On-boarding  process analytics
  • Trade internalization
  • Sub-custodian usage  optimization

Product Development

  • CDS vs. Equity Derivative structure input feeds
  • Precious metals forward  curves
  • Client OnBoarding / KYC Exchange