Digital Transformation Project Implementation

At FINARCH, our team of experienced consultants specializes in delivering digital transformation projects for Asset and Wealth Managers. We have decades of experience and have helped our clients implement even the boldest of digital transformation programs. We understand the unique challenges and opportunities faced by organizations when launching, implementing and maintaining these programs.

Combined with our specialization in the latest technologies and software used across the industry, FINARCH can help guide your organization and make your digital transformation ambitions a reality.

We provide a full range of services to support digital transformation projects, including: 

  • Business advisory and strategy: We help our clients align their digital initiatives with their overall business strategy and target operating model.  This ensures projects are aligned with overall goals and your organization will achieve real value after successfully implementing. 
  • Data Migrate: We have experience with creating customized solutions to efficiently convert your legacy system to target software.  Our team can create comprehensive plans and strategies to convert your trades, positions, transactions, GL Accounts and other data to ensure a good day1 starting point while minimizing audit risk and impacting project timelines 
  • Business consultancy: We analyze current processes and procedures to identify areas for improvement and provide recommendations for optimizing efficiency and performance. 
  • Requirements analysis: We help our clients identify, analyze, and define project requirements, and provide guidance on the most suitable solutions. 
  • Test strategy and execution: We can help build your test strategy for unit, functional, system, user and end-to-end testing.  Additionally, our team of experts know most of the common software vendors used across the industry and can efficiently plan and execute testing with little oversight 
  • Implementation design: We design and implement tailored solutions that are specific to our clients’ requirements and the current state of their organization.  We use a vendor agnostic and holistic approach to evaluate the best fit solution for your organization 
  • Roadmap planning: We create detailed project plans that outline objectives, milestones, timelines, and resources, to ensure a smooth and successful implementation.  We also advise our clients on the common challenges and corrective actions when projects go off-track. 
  • 360 evaluation of the current state: We evaluate the current state of the system, technology and processes in place, to identify any potential risks and provide recommendations for improvement, design and implementation plan. 
  • User training: We provide comprehensive training to ensure that end-users are able to fully utilize new technologies, resulting in higher adoption and productivity after implementation 
  • Upgrade support: We provide support for updating and upgrading software to ensure that they continue to meet the needs of the client without impacting current business operations 
  • Day to day support and maintenance: Our team provides ongoing support for the solution, ensuring that any issues are resolved quickly and efficiently to minimize disruption to operations after going live with your digital transformation project 
  • Process optimization: We help our clients to continuously monitor their solution and optimize processes and procedures to ensure that they continue to realize the benefits of their investment in technology. 

At FINARCH, our goal is to help our clients achieve their digital transformation objectives, and drive success for their organization. We work closely with our clients throughout the entire process, from initial analysis to ongoing support, to ensure that their digital initiatives deliver the desired results. 

Guiding Principles for Digital Transformation of Investment Systems

Digital transformation within the capital markets is typically a multi-year journey that requires tenacity, commitment, and agility from all stakeholders. At their core, most investment management transformation projects include the implementation of one or more applications that will replace the legacy systems and processes, which may have been used within the organization for years.

Read more >
test automation ROI

Why Invest in Test Automation?

In today’s investment management landscape, frequent updates, enhancements, product lifecycle changes, regulatory requirements and other initiatives all require asset managers to perform regular software testing.

Read more >

Project Planning & Strategy

Project Planning & Strategy At FINARCH, we understand that a well-planned, detail oriented and holistic project strategy is critical to ensuring a successful digital transformation

Read more >

Let's Talk
Digital Transformation

Get in touch today and receive a complimentary consultation.