FinServ Consulting takes a systematic and solution oriented approach to all our client's challenges. While some of our methodologies easily cross over to many different industries, or sub-sectors, other projects require industry specific solutions. To address this requirement we separate our solutions into three main areas of distinction.

FinServ Consulting Client Case Studies

Case Study - Getting the Most Out of Your Software through an Operational Assessment Learn how FinServ Helped a Fast-Growing Healthcare Provider to Get the Most Out of Their Large ERP Investment

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Industry Solutions

Our Industry Solutions take the form of specific industry experience and proven techniques that are leveraged by our teams to adapt best practices and proven methodologies.

Trading System Selection and Integration

Do your trading systems effectively support your traders and portfolio managers?

Whether it is Portfolio Management Systems (PMS) or Order Management Systems (OMS), FinServ can help your fund select and customize industry-leading systems to optimize your trade workflow. Our deep knowledge of Hedge Fund strategies allows us to anticipate where the complexities lie and ensure that all your needs are covered.

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Human Capital Management (HCM) for Funds

How your HR team meets the unique needs of a fund workforce is critical.

FinServ has extensive expertise in the Talent Management, Recruiting, Compensation and many other fund specific business processes integral to a high functioning Human Resources department. Let our experts show you how a combination of industry specific best practices and the right system(s) can make your HR department shine.

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Compliance / Regulatory Reporting Support

Empowering your compliance and operations teams to manage regulatory risk.

With over a decade helping funds to meet their key compliance requirements, FinServ has developed a deep level of expertise in how leading funds operate. Let us help you setup a world-class compliance function that ensures accurate regulatory reporting and gives your fund the ability to easily respond to all your regulatory requirements.

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Operational Assessment

You know you have operational issues but you don't know where to start.

FinServ has a structured approach to analyzing your operations to identify critical gaps in your business. We compare your functions to industry best practices, creating a technology and operations blueprint to get you to your optimal efficiency. Through tried and true techniques we will transform your operations and empower your operations team to meet the needs of your business.

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Portfolio Accounting System Integration

Your fund accountants require access to timely and accurate financial data.

FinServ has helped implement portfolio accounting systems to shadow administrators and provide additional investor confidence. With deep knowledge of fund accounting and vast experience with a variety of accounting systems in the marketplace, FinServ is uniquely qualified to implement the appropriate portfolio accounting solution for your Fund.

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Investor Reporting / CRM Integration

How efficiently are you meeting your investor's informational requests, and reporting needs?

FinServ has extensive integration experience with the leading fund CRM systems. In addition, FinServ has worked on many projects related to investor reporting and helped our clients to improve their reporting to investors, and set up systems and processes to better support how your Finance team responds to key Investor requests.

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Technology / Platform Solutions

There are some solutions that we offer like Salesforce and Microsoft Office 365 that are more technology  and platform focused solutions. These solutions are independent of a client's sector, strategy, or industry. In these cases we have built solutions that meet specific business needs like improving certain key business processes or critical company functions. In other cases, these solutions focus on addressing key security or data concerns. In the case of Salesforce, we leverage our extensive business process reengineering methods and experience to automate any process in your company. With Microsoft we are able to deploy their extensive suite of tools to automate and enhance your operations.

Cloud Computing / Office 365

You are planning to move to the Cloud but you have a lot of open questions and concerns.

As a Microsoft Partner, FinServ has the vision and experience to help you migrate to the cloud safely, and with the maximum efficiency and value. From secure email, to the office suite, we can help you setup an environment that allows your IT department to focus on more important aspects of your core business while saving money and time.

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Salesforce / Business Process Automation

Critical business processes are broken and impacting your business.

FinServ is a Salesforce partner, with the technical and business process expertise to leverage this powerful platform. Salesforce is an extensible solution that supports both, out-of-the box quick fixes, and sophisticated solutions that provide enhanced workflow automation through a powerful development platform.

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Document Management

Your team is spending too much time trying to find documents or correct versions.

Most companies are not taking advantage of the huge leaps in technology that have occured in document management and collaboration over the past several years. FinServ has the experience and technical skills to help your company create a cost effective solution to one of your biggest efficiency challenges.

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Other Solutions

Finally we have some offerings that are either non-technical in nature, or industry independent solutions. By developing well structured and repeatable methodologies with pre-built deliverable templates from previous project experiences we provide a "been there done that" edge to our client projects. In these solutions we have applied best practices to projects we have performed many times, in many different client types, industries and sectors.

Vendor Selection Methodology

You need a new system, or service provider but your not sure where to start.

FinServ specializes in selecting the right vendor for your company's specific needs. With a rigorous methodology that ensures that the right vendor is selected, we will ensure this critical task is not left up to chance. We can apply our methods to selecting the right software, or service provider.

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Project Management Office (PMO)

You need expert help managing a portfolio of key projects for your firm.

With a focus on project management techniques based on the Project Management Book of Knowledge (PMBOK ). Our consultants can either run your project management office or help you to setup a project management organization that will ensure all your projects are delivered with consistent efficiency and risk management.

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Business Analyst Support

You need skilled temporary resources to support a surge in project work.

Our consultants have specific expertise in writing comprehensive business requirement documents (BRD's), and other key tasks and deliverables. Our clients find it a huge advantage to add highly skilled staff with a unique combination of business and technical expertise to their projects on an as needed basis.

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