Technology Executives
What we see
Limited resources to meet competing demands across the business
Navigating and managing stakeholder expectations
Pressure to adopt new technologies such as AI
Maintaining business as usual response times while implementing change programmes
How we solve
We accelerate the analysis of business requirements by providing ready-made business case templates which clearly communicate challenges and outline transformation options. Our independent analysis of existing and possible stacks can challenge and validate technology decisions.
Operations
What we see
A lack of trust in enterprise data resulting silo growth
Urgency to support the changing demands of clients and internal stakeholders
Short-term fixes becoming long-term solutions
Business-as-usual deliverables hindering system migration efforts
How we solve
At Simplifi, we design, implement, and review operating models to enable them to become more agile and responsive to stakeholder needs.
Risk & Compliance
What we see
Increasingly granular data is needed to satisfy ad-hoc and ongoing regulator requests e.g. lot-level trading and costs
Proof of data governance programmes and their effectiveness
How we solve
At Simplifi, we identify data commonality across regulations and design and implement data solutions and data governance programs to empower you to meet the evolving regulatory landscape.
Front Office
What we see
Challenges in navigating across PMS, OMS and EMS, which contributes to trading risk
Getting timely and accurate position and exposure reporting across the entire book
How we solve
At Simplifi, we provide clear and thorough systems assessments that examine the strengths and weaknesses of PMS, OMS, and EMS offerings. This is followed by independent recommendations for those best suited to your needs.
Middle & Back Office
What we see
Settlement and reconciliation of positions with pre- and post-NAV books (e.g. regulatory book of records) is cumbersome and error prone
A lack of robust processes when processing, electing and booking corporate actions
How we solve
We are thoroughly experienced in performing evaluations of systems and procedures across a range of asset classes which cover start-of-day position delivery, pre-trade compliance, post-trade risk, trade reconciliation, and settlement.
Non-Technology Executives
What we see
Challenges with getting true stakeholder engagement
Slow turn-around times and accuracy of metrics affecting board and management reports
Growth and cost-saving plans taking too long to produce due to lack of data availability
How we solve
At Simplifi, we work with your teams to automate data sets which have executive requirements front-and-centre.
