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Our Consultants
Our consulting team provides access to some of the industry’s leading authorities in the field of transfer agency, drawn from a range of backgrounds including Senior Management and Consultancy, Senior and Middle Level Operational Managers, Training Managers, Business Project Managers, Senior System Project Managers and Business Analysts.
We ensure that our customers are totally satisfied with all consultancy project work. This is achieved by giving them the most appropriate solution for their business, and always acting in their best interests. Our approach is to work in partnership with our customers to help find workable solutions and realise tangible results.
As specialists in transfer agency, we have been involved in projects covering a wide range of areas, including:
- Developing operational and IT strategies for transfer agency
- Improving business performance through process, organisational and systems redesign
- Designing, implementing and testing business continuity plans
- Assisting with recommendations on outsourcing, co-sourcing, white labelling and off-shoring
- Preparing initial proposals, requirements and systems design specifications
- Advising on transfer agency products
- Risk management
- Insight into how new regulatory changes will impact business and how they can be implemented