FINTECH RESEARCH
A.I. Machine Learning, Advanced Modeling,
Data Science, Cybersecurity, Blockchain
Distributed Ledger, Hadoop, NoSQL, and
more - it’s all about having the Big Picture in
the right context of fit-for-purpose. We help
define the next-gen of FinTech, research on
different enabling technologies, and navigate
opportunities.
CORPORATE STRATEGIES
Often, consultants are used to avoid
management’s direct engagement in
controversial situations. The big names sell
their ability to shoulder blame in case
anything happens. We do not let that happen
by doing the right thing and unzipping the
truth. Our unbiased ideas drive sustainable
development.
RISK/ SECURITY ASSESSMENT
We are a fit-for-purpose to ease your
compliance burdens and can strengthen the 3
lines of defense. Our rigorous reviews (Ops/
Credit/ Market Risks, GRC policies and
procedures, Product Control, Privacy and
Security, etc.) will pinpoint essential
improvements, save costs, or recoup lost
revenue.
Contact Us: 1 (617) - 237 - 6111
Looking for a blueprint to the convoluted markets?
Our consulting services will help you see the big picture and boil down all the puzzle-pieces together (process re-engineering, go-to-market
strategies, market structure, competitive / economic studies, corporate development, and resolution of any problem).
Seeking ways to innovate in digital economy?
See this roadmap and give us a call to discuss: possible use cases, implementation / integration support, strategize the needs to buy / borrow /
build a new capability, out-sourcing / value chain review, identify FinTech M&A / alliance targets, synergy studies, and more.
Symptoms of ineffective risk / security defend and need an independent assessment?
You will benefit from our rigorous review to address nuances and nuisances, classify / decompose risks, tidy up reports / measurements, unveil the
unobvious, challenge the status quo, develop, and apply best practices.
Click below pictures for selected projects, presentations, whitepapers, and other references
Served Markets
Equities, Fixed Income, Commodities, Interest
Rate, FX, Treasury, GSE, Swaps, Derivatives,
MBS, CMO, CLO, CDO, TruPS, OTC, ETFs,
40 Act Funds, REITs, ABCP conduits, SBIC,
TOB, Private Equity, Hedge Funds, and more.
Capital Markets (Front/ Middle/ Back-Office)
Corporate & Investment Banking
Insurance; Retirement; Digital Assets
The Flash Crash and market surveillance drivers propelled CAT as a mission critical project for the SEC. It will cost several hundred million dollars to
build. The expected annual maintenance cost is more than a billion dollars. We despise the unnecessary duplicating or triplicating of data that
increases vulnerability of hackers’ attacks. We also despise the burden on broker-dealers to report data to a “stale vault” when data could have been
analyzed directly at its originating source. Given that, we have a solution that draws on an analogy from H&R Block for CAT and combating fraud.