Robert Mcgraw Email & Phone Number

Florham Park, New Jersey , Us

Incedo is a US-based consulting, analytics and technology services firm that focuses on sustainable business outcomes. We help our clients achieve competitive advantage through end-to-end Digital Transformation. Our uniqueness lies in bringing together strong engineering, data science and design capabilities with deep financial services domain expertise, and blurring the boundaries between business and technology to maximize the impact from emerging technologies.

Toronto, Ontario, Ca

Delivers quantitative, technical, and fundamental analytics that allow firms to develop/backtest new investment strategies, introduce new products, and make research analysts much more productive. Utilizing Generative AI - we deliver deep company insights on curated basis to help investment managers drive alpha and make investment recommendations more explainable to portfolio managers and end investors.

Boston, Massachusetts, Us

Adaptive Investments provide a simplified way to deliver downside protection on investor portfolios. In addition, we offer a suite of risk management analytics that demonstrate the value of downside protection. A great solution that can be applied across an entire portfolio or against concentrated stock positions to execute tax-smart rebalancing decisions.

Leuven, ., Be

InvestSuite is a European based Fintech which brings to life financial reporting and analytics through their StoryTeller product. Also offers a white-labeled robo-advisor and differentiated portfolio optimization engine.

Brooklyn, New York, Us

YourStake is an innovative company that is fueling asset growth in ESG and SRI investments by helping organizations to introduce ESG/SRI compliant product - backed by objective and transparent research. YourStake's Impact Reports demonstrate the Sustainable Investing outcomes achieved in relatable terms.

Houston, Texas, Us

Advintro helps fintech’s scale. We work with a number of innovative high growth Fintech companies to establish a go-to-market strategy, make strategic introductions to targeted financial institutions, and grow the business.

Strategic advisor to entrepreneurs in the FinTech sector and strategy consultant to established wealth management firms. Areas of specialization include market and competitor analysis, go-to-market strategy, new product/service offer development, marketing and communications, and business plan development

Palo Alto, California, Us

AI-powered insights into organizational networks. Key use cases include: Enabling organizations to embrace a hybrid work environments, identifying high potential future leaders, enabling change driven by new technology deployments or post-merger integrations

Toronto, Ontario, Ca

Arteria AI delivers data-centric end-to-end Digital Documentation powered by AI. Our award-winning platform Arteria reduces the time it takes to generate and collaborate on documentation processes - accelerating revenues, reducing costs and operational risks.

Responsible for market development and formation of strategic partnerships to grow a leading-edge Multi Family Office. S.I. Williams provides comprehensive family office services to UHNW families and Foundations. Strategic advisory support overseeing their investment portfolios in direct investments, venture capital and private equity holdings. Provides leading-edge analytics, accounting and reporting to support tax, trust and estate advisors to proactively manage their financial interests.

Toronto, On, Ca

Advised banks, wealth, and asset management firms on strategic change initiatives to help them innovate, to profitably grow, improve advisor productivity, respond to regulatory change, and delivering a differentiated multi-channel customer experience.Specialized in front-to-back cost transparency, digital transformation, customer channel optimization, sales and distribution effectiveness, and middle/back office operations excellence. Established market/brand awareness through thought leadership, industry conferences, and client engagement with CxO executives within targeted accounts.Client engagements and executive briefings focused on helping key clients realize their growth and operations excellence targets through digitally enabled omni-channel sales and client service initiatives.Developed a market-leading service offering for examining business unit, customer segment and product profitability across service channels to provide improved cost transparency and to financially model the bottom-line impacts of proposed transformation program investments.

Lancy, Geneva, Ch

Full P&L responsibility for a $30 MM software product line. The software is an integrated solution for improving financial advisor productivity, enabling unified client reporting, and delivering a superior client experience. Aligned product strategy and roadmap with marketplace and client needs. Defined professional services strategy to support successful global expansion to serve clients across North America, Asia Pacific, Europe and Latin America. Transformed professional services by increasing delivery capacity by 40% in 4 months, rebuilding leadership and delivery teams, and establishing a culture of accountability. Improved product profitability and services margins by 20%. Completed the business integration of the software product line to align with the parent company's global operating model

Paris, France, Fr

Responsible for thought leadership, business development and delivery of consulting services to selected wealth management firms including Ameriprise, Credit Suisse, BofA/Merrill Lynch, Citigroup, and Morgan Stanley, Capital Group. Representative engagements include:Led the business transformation of a top-tier asset manager across multiple engagements resulting in a streamlined relationship management, sales and distribution model for serving financial intermediaries, and a re-defined customer experience for investors and advisorsFor the largest global wealth manager defined the strategic blueprint and integration roadmap for their Retirement Services business; addressing near-term integration priorities and positioning the firm for growth.For the largest US wealth manager, served as a key systems integration partner pre-and post merger; enabling the client to achieve targeted cost savings through platform consolidation across front, middle and back office.For a leading wealth manager, assessed the advisor and client experience across channels against industry leading practices. Defined a multi-channel vision and blueprint for improving the firm's competitive position and ability to attract and retain top producers. Defined strategic sourcing options for executing the strategy to accelerate benefits realization.

Responsible for capital markets and wealth management consulting services thought leadership, market offering development, business development and client engagement management.Achieved $10MM annual savings for a leading shareholder services provider by streamlining client fee billing and collections, resulting in improved client satisfaction and billing accuracy. For a tier 1 wealth manager, benchmarked the firm's client reporting and performance measurement service offering and operations compared to leading practices. Developed recommendations for achieving near term operations improvements and cost savings. Defined the business case, key initiatives and roadmap to simplify back-office complexity, improve the competitiveness of the service offering, and improve reporting accuracy.

Frankfurt Am Main, Hessen, De

Responsible for business, operations, and IT alignment, merger and business integration, re-engineering and project management. Key initiatives included:- Integration of Zurich Scudder Investments and realizing $22MM cost savings- Design and delivery of a next-generation family office client portal and customized client reporting solution for serving UHNW family offices and individuals which improved the bank's competitive position, increased custody sales and improved the client experience - Achieved $1MM annual cost savings by renegotiating securities operations provider agreements- Developed the business case for reducing middle/back office operations costs by 30% through a transformational outsourcing agreement

Dublin 2, Ie

Strategy consultant advising private banks and brokerages on private banker/financial advisor productivity, target operating model design, large scale transformation