Process Improvement and Re-engineering

A unique part of InvestTech’s comprehensive approach to consulting is our commitment to understanding your business inside and out—that way, we can help you create a more efficient operation.

New clients come to us at a crossroad — they know change is due but they’re not certain where, when or what has to happen. We have experience in workflow analysis and reengineering, and have developed processes designed to streamline, simplify and further automate operations within the scope of industry best practices. We’ve re-designed the flow of information and developed trade processes to ease capacity constraints, reduce operational risk issues, improve cost factors and facilitate greater business controls. Our analytical reviews typically result in the following:

• Defined process and systems infrastructure improvements and organizational changes that provide for the most efficient electronic flow of investment information, accommodating increased trade volumes and an expanded number of accounts.
• Reduced system redundancies and manual steps required to process information, providing recommendations for new methods that utilize functional capabilities within a newly acquired OMS trading system.
• Creation of a Market Data Rationalization Assessment focused specifically on determining which one system (or a combination) will best serve the firm’s market and securities future information needs, including a review of the data needs for portfolio managers and investment operations and opportunities for consolidation into a single vendor feed.