c l i e n t c e n t r i c c o n s u l t i n g

Transcription

1 i n t e g r a t i n g s o f t w a r e s o l u t i o n s c l i e n t c e n t r i c c o n s u l t i n g

2 What we are: Cenotech Solutions is a financial services technology consulting group focused on asset management and asset servicing firms end-to-end automation, technical and business challenges. Who we are: Cenotech Solutions Principals with an average of 25 years industry experience lead our team of can do consultants selected for their substantial dual background in financial business and a minimum of 10 years solid success in global technology products and solutions. Within this unique group are: Leaders of s Solution Architects Well-qualified Business and Systems Analysts Skillful Developers All are dedicated to resolving complex challenges with pragmatic solutions. Where we start: Our Cenotech Solutions Team meets with your business, operations and technical teams to: Learn about specific challenges and requirements Plan flexible, practical implementations Build-in scalability for your future core business needs What we do: As Cenotech Solutions Consultants we: Listen and learn about your business goals and priorities. Allow flexibility and project schedules to accommodate your day-to-day needs. Adjust plans to match your evolving objectives or a shift in trends. Bring you financial services business experts with solid technology understanding. Provide technology experts who have financial services experience. Recommend solutions, offer tools and expertise to best achieve your business goals. Build-in adaptability for future business needs. Facilitate communications between Management, Operations and IT. Automate processes. Integrate both proprietary and third party applications. Provide custom software solutions Lower operational risk and reduce costs. Become your long-term partner. Functional and Technical Analysis Requirements Gathering Leadership Management Communications Vendor Selection In/Outsourcing Support System Enhancements

3 Cenotech Solutions provides the answers for business areas most often in question: Cenotech Solutions Subject Matter Expertise Cenotech Solutions Most Deployed Answers Derivatives, Accounting (IBOR), Performance & Attribution, Reporting, Risk & Compliance, Market Data, Middle Office Outsourcing State Assessment Current State vs. Future State Analysis Business Process Management Software Development & Integration Market Data Process Modeling, Process Improvement, Process Automation Custom and Third Party Vendor Implementations, Management Dashboards Vendor Integration and Normalization of Disparate Sources of Data Current Cenotech s: Leading the design of system enhancements for a global hedge fund administrator s Total Return Swap capability. From trade capture to accounting and performance measurement we are supporting the development of business and functional requirements as well as managing the testing and implementations. Designed and developed the data transformation process to support the implementation of a leading performance & attribution system for a premier global asset manager. Supporting the design of business process flows and providing subject matter expertise in operations for a $1.7 trillion middle and back office outsourcing project. Participating members of ISITC vendor forum dedicating time to focus on 7 Working Groups: Derivatives; Middle Office; Regulatory; Reconciliation; Industry Initiatives; Reference Data and Reference Standards. Cenotech contributes to market practices, standards, efficiencies and STP. To discuss a solution for your company contact: Mike Lauritzen Principal [email protected] Software Integration Operational Process Controls Management Dashboarding Onboarding Automation Corporate Actions Systems Market Data Reference Systems Performance Measurement

4 Tom Montgomery - President At our recent Cenotech Solutions conference, I asked our consulting team to identify the most common challenges our clients are facing. The usual suspects: IBOR, derivative processing, integrating multiple trading desks, regulatory changes, risk mitigation, performance measurement & attribution, data and compliance formed a long list. To address these demands, clients are facing the monumental task of upgrading legacy systems, implementing 3rd party solutions or entirely outsourcing middle and back office functions. When figuring in the ever-changing regulatory environment, new service providers, the daily adoption of new business rules being added to the mix and it is easy to see a staff being overwhelmed by a perfect storm. As if this wasn t enough, as BuySide firms continue to feel pressure on revenues and expenses they are continually being asked to do more with less. As a result, the need for a holistic view of all operational workflows and processes regardless of origin or destination is increasingly critical to a firm s success. Cenotech Solutions provides the expertise to address today s most challenging issues. Our consultants have the necessary business understanding and technology tool kits to reach across applications, address integration quandaries, and improve workflows & communications of complex business processes. Our partnerships and vendor relationships are formed with the express purpose of supporting the creation of optimally efficient operating environments for our clients. Testimonials We have worked with Cenotech for over a year on many projects big and small. Cenotech is counted on to bring their insight and industry knowledge to bear. They do not disappoint. When we use Cenotech Solutions we not only get the benefit of our direct contacts, but access to the entire Cenotech staff. Our goals become their goals. VP, Senior Technologist, Large Investment Firm Cenotech s knowledge of the middle & back office, their technical skills and attention to detail has provided us with a robust and scalable solution that meets our demanding requirements for high quality, timely delivery of attribution data Boston based Asset Manager Cenotech has the ability to constantly adapt to our changing business and technical requirements. Mid-project changes should be expected in today s agile work environments - they understand how to shift direction and priorities while still completing the work. IT Manager, International Mutual Fund Let Cenotech assess your business and systems ability to weather the demands of the future. You won t regret it. Looking forward, Tom Montgomery Trading and Reconciliation IBOR, Hedge Mutual Funds Software Testing and Automation Process Discovery and Modeling Process Improvement Process Automation

5 Scan QR Code for more info Cenotech Solutions 101 Federal Street 19th Floor Boston, MA