Our Solutions

FinServ offers customized solutions to your organization's most complex challenges. While some of our methodologies easily cross over to many different industries, sub-sectors, other projects require industry specific solutions. To address this, we separate our solutions into three main areas of distinction.

Our Solutions

Explore our Solutions

Financial Services Solutions

Our Financial Services Solutions are tailored to meet the unique requirements of the banking & asset management industries through the application of best practices and proven methodologies.

Front / Middle Office Solutions

Ensuring your Portfolio Managers & Operations team are equipped with the tools and data to perform their jobs.

Whether you're in need of an Order Management System (OMS), Portfolio Management System (PMS), or a comprehensive risk platform, FinServ can help select and implement the best solution to support any strategy. FinServ advises based on its extensive knowledge of the marketplace of providers. This way, your front office can make the most informed decisions to support its mandates and achieve the highest return on investment.

Back Office / Corporate Accounting

Creating an efficient back office that supports your core business requirements by streamlining operations to enhance efficiency, information, and value.

The Corporate Accounting team provides data that is critical to all areas of the business. Whether it is ensuring invoices are allocated properly, providing financial statements, closing the books or negotiating with vendors, their functions are vital to the success of the organization.

FinServ can offer the guidance and expertise needed to transform back office operations from a spreadsheet-centric and manual environment to an efficient department capable of providing valuable data in a timely manner.

Compliance & Regulation

Assuring your Operations and Compliance teams can adapt and prepare for the impacts of new investor requests and increasing regulatory demands.

To thrive in today's heightened regulatory landscape, a strong compliance framework is essential to respond to requirements from investors and regulators. As the market demands greater efficiencies in compliance, you can rest assured that your firm is protected from business, regulatory, and reputational risks.

FinServ will analyze your compliance and governance programs and develop both procedural and systems-based solutions including reporting for regulatory and investor reviews. We are experts in developing comprehensive documentation of your policies and procedures.

Portfolio / Fund Accounting Solutions

Ensuring the complex Fund & Partnership accounting functions of your business are handled in an optimal manner.

Having the proper systems in place to help with cash movements, market data, and NAV preparation can help to drastically reduce manual activities such as reconciliations. This allows the fund's accounting team to spend more time providing value-added analysis.

FinServ has the experience necessary to understand the distinct portfolio accounting challenges at your firm and can help you navigate the different ways to solve them. Whether it is necessary to implement a portfolio accounting system to shadow an administrator, or a reporting solution to help produce information more quickly, FinServ is uniquely qualified to identify and implement the best solution.

Investor Reporting / CRM Solutions

Developing secure, compliant, and powerful automated solutions for all aspects of your investor needs.

Your Investor Relations team must support sales and marketing, including communications with your investors and new client prospects. The right solution allows your team to assess and act on vital information so you can make better, faster decisions to close more business.

Since 2005, FinServ has been working directly with third party administrators and our clients to meet the most complex Investor Reporting requirements. We have the technical skills, industry knowledge and experience to help you build the optimal investor management solution.

Vendor Selection Methodology

Ensuring you select the right vendor for your specific requirements.

Selecting the wrong system or service provider can cripple a company or department. FinServ specializes in selecting the right vendor for your company's specific needs.

Leveraging our extensive experience in selecting vendors for our clients since 2005, FinServ has developed a rigorous and detailed methodology that ensures that the right vendor is selected each time. We can apply our vendor selection methodology to selecting the right software, or service provider for your specific needs.

Technology & Platform Solutions

Our Technology & Platform Solutions focus on a suite of comprehensive technologies to meet the specific business needs of our clients. We offer both bespoke and out of the box solutions in each platform to meet the unique requirements of the asset management & banking industries.

Human Capital Management / Workday

Helping you put people at the center of your business by finding, managing, and retaining top talent.

Human Capital Management focuses on data-driven decision making, developing top talent, and growing a diverse workforce. HR teams need platforms that span Compensation, Recruiting, Learning, Benefits, and Payroll.

FinServ has supported clients in their selection, implementation, and optimization of HCM platforms, including Workday. Whether it’s Workday or a different platform, our experts work with your team to drive talent and leadership initiatives.

Digital Workspace / Office 365

Ensuring your teams are collaborating and communicating effectively across your organization.

The physical location of your teams are no longer relevant. Cross-functional groups now demand a seamless, collaborative environment that allows performance of tasks any time, anywhere, on any device in a digital workspace.

As a Microsoft partner, FinServ has the expertise to be hands-on with your move to the digital workspace. Cloud-based solutions have become the cornerstone of successful IT infrastructure platforms today. Whether you need an on-premise team to manage an Office 365 migration or need help implementing SharePoint Online for document management, FinServ can help you design a modern digital workplace. We will guide you in the design and configuration of any solution to create a more streamlined, digital work environment your employees will love.

Business Process Automation / Salesforce

Automating your business processes to better coordinate activities, serve customers, and streamline performance across your entire organization.

Whether you need basic customer relationship management (CRM), or a complete reengineering of core business processes, FinServ can help implement a more streamlined, efficient business operation across the enterprise.

With Salesforce, your entire firm can work within a single system to manage those customer relationships, and easily automate complex business processes without any code. As a Salesforce partner, FinServ will help you design and build a highly-customizable system that offers simple, yet powerful, out-of-the-box capabilities to automate your workflows and leverage this industry-leading platform.

Document Management & Collaboration

Providing a secure and seamless environment for your organization's files and documents.

Documents are an essential component of daily work. Most firms struggle with finding and managing their documents in a secure, efficient, and effective manner.

With extensive file storage and document management expertise, FinServ will design your document repository and configure the entire system for you. This way, your files can be shared, organized, and modified securely and with ease wherever you go. FinServ has specific expertise in Microsoft SharePoint Online and OneDrive for Business to help you securely manage all your proprietary and sensitive information.

Salesforce Solutions

Our Salesforce Solutions work on top of the world's leading CRM platform. Financial Services firms are driving growth with Salesforce. But unlocking Salesforce's full potential for banks and asset managers requires a consulting partner with technical skill and industry knowledge.

SALESFORCE FOR HEDGE FUNDS

A Pre-Configured & Bespoke Solution for your Hedge Funds.

With our hedge fund skin, we can get your Salesforce implementation jump started with a set of preconfigured screen layouts, tools, and reports specifically made for hedge funds.
We will then work with your sales, marketing, investor relations teams, and key stakeholders to configure Salesforce to ensure every part of your firm is covered to support the way you do business.

Salesforce for Private Equity

A Pre-Configured & Bespoke Solution for your Private Equity Funds.

With our private equity fund skin, we can get your Salesforce implementation jump started with a set of preconfigured screen layouts, tools and reports specifically made for private equity funds.
We will then work with your sales, marketing, investor relations teams, and key stakeholders to configure Salesforce to ensure every part of your firm is covered to support the way you do business.

SALESFORCE FOR ASSET MANAGEMENT

A Pre-Configured & Bespoke Solution for your Asset / Investment Managers.

Asset managers have larger sales teams that are often separated between retail and institutional clients. Other asset managers have a more geographical or branch-based hierarchy. Regardless of whether you are looking for help in setting up Salesforce for your Marketing and/or Sales teams, FinServ has the deep industry expertise and specific Salesforce technical skills to ensure your first implementation is done right and fits your unique business requirements.

LIGHTNING UPGRADE

With the end of life of the Salesforce Classic UI around the corner, you need an experienced partner to help you migrate to the Lighting UI.

FinServ has deep expertise in setting clients up on the Lightning UI. From ensuring your existing code base and functionality will work in the Lightning UI, to optimizing your use of Salesforce with the best features, FinServ ensures you are maximizing the value of your Salesforce investment. We will ensure that your upgrade is painless and your staff are expertly trained to take advantage of the major enhancements in the Lightning UI.

SALESFORCE OPTIMIZATION / REENGINEERING

Having a costly CRM system which is not meeting the needs of your business can create frustration and reduce employee morale.

We are often brought in to fix a Salesforce implementation that did not meet the requirements of the business. With unparalleled industry expertise and a tried and true reengineering methodology, FinServ will ensure Salesforce aligns with how your firm does business and help you to enhance user adoption of the system.

Salesforce Managed Service Offerings

Keeping Salesforce evolving with your business is key to meeting your business goals.

FinServ can provide a cost-effective outsourced support of Salesforce so you can keep taking advantage of the 3 major Salesforce releases each year which are full of amazing new features and functionality. We will make sure any user issues or questions are addressed as quickly as possible to ensure the continued adoption of Salesforce. With both onshore and offshore options, we will make sure you are provided with the right level of support in a model that fits your budget and needs.

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