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 need 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.

Workday Solutions

Whether you just completed your implementation or need to address an older, poorly implemented instance, FinServ can provide post-implementation services key to getting the most out of your Workday investment. We also offer comprehensive outsourcing of your Workday instance.

POST-PRODUCTION / “PHASE 2” BACKLOG

For clients who have a large and urgent need to address their existing Workday instance.

After the initial implementation of Workday, our team will closely work with you to identify a comprehensive task list that was slated for after go-live, set priorities, establish timelines, and work through the backlog.

FUNCTIONALITY / MODULE ADD-ON STRATEGY

Many of our clients pay for Workday modules that go un-used whether it is to fulfill contractual obligations, or the components were just not implemented.

FinServ ensures that the benefits of essential Workday modules are realized improving your daily operations. We work with clients to implement the modules while factoring resource allocation, change management impact, and required budgets.

WORKDAY ADOPTION

A key measure of success is how well Workday is adopted by your users.

Our team will monitor how Workday is used and how it is perceived. Based on these data points, the team will work closely with the users to improve how Workday operates for them.

ONGOING SUPPORT: BREAK/FIX SUPPORT

We ensure critical issues are addressed quickly to avoid operational emergencies.

When Workday does not function/produce data as expected, our team validates the issues, performs a comprehensive root cause analysis, and configures/tests/validate the fix with the appropriate users.

ONGOING SUPPORT: SECURITY MANAGEMENT

Ensuring your workday instance is secure has to be a key focus in today's world where funds and banks are key targets of nefarious organizations.

We employ rigorous security measures in Workday at the organizational, architectural, and operational levels to ensure that your data, applications, and infrastructure remain safe. By utilizing the Workday security best practices, we develop procedures and security checks that best suit your business.

ONGOING SUPPORT: WORKDAY MAINTENANCE

Ensuring your Workday instance is always operating as effectively and efficiently as possible.

As the platform continues to grow, it’s easy to lose sight of those critical annual processes. We’ll also work with you to execute these processes successfully.

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