Advisory And Consultation
Independent Advisory & Consultantcy
Advisory engagements with financial and professional services firms includingDigital Strategy: Investment Banking and Corporate Lending• Increasing connectivity between RMs and Originators • Investments in data and analytics • Improving product/platforms performance and front-to-back efficienciesBest Practices: Integrated Corporate Banking Franchise• Size, scope and breakdown of operations, revenues and contribution from product mix• Comparison of strategy and approach (client segments, products offered, staffing, etc.)• Coordination of RM and product experts (Rates, FX, Derivatives, Capital Markets, Loans, etc.) • Client identification, acquisition, development and resource allocation, data sourcing and analysisSales & Trading• Organization of sales and trading functions• Pricing archetypes and policies (capital, liquidity, market and credit risk, etc.)• Incentives and P&L sharingOffshoring Sales & Trading Activities• Design and execution plans from operational and regulatory perspectives• Pre and post-trade activities: onboarding, credit, documentation, settlements and KYC/AML