CORPORATE STRATEGIES

More often than not, consultants are used to avoid management’s direct engagement in controversial situations. The big names sell their ability to shoulder blame in case any thing happens. We do not let that happen by doing the right thing and unzipping the truth. Our unbias ideas drive sustainable development.

FINTECH RESEARCH

A.I. Machine Learning, Data Science, Advanced Modeling, Hadoop, NoSQL, Cybersecurity, Blockchain Distributed Ledger, 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.

RISK/ SECURITY ASSESSMENT

Defects, exceptions, rework,… are just tip of the iceberg, troubles are hidden underneath and overshadowing above. Our rigorous reviews (Ops/ Credit/ Market Risks, GRC policies and procedures, Product Control, Privacy and Security, etc.) will pin point essential improvements, save costs, or recoup loss revenue.
DATA BOILER TECHNOLOGIES, LLC 212

Contact Us: (617) - 237 - 6111

P.O. Box 181, Weymouth, MA 02191 Email: info@databoiler.com
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 capabilities, out-sourcing / value chain review, identify FinTech M&A / alliance targets, synergy studies, and more. Symptoms of ineffective risk / security defend and need a deep-dive 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
Volcker Compliance  •	RENTD (reasonable amount of trades @ reasonable time), securities inventory  modeling (agent-based, stochastic, recurring plan), review of risk appetite; •	Independent Testing (validate the correct usage of exemptions); •	Decipher Covered Funds in portfolio, BPO - ongoing conformance review; •	Assist the design/ continuous improvement of the Preventive System/ KRIs •	Policy advisory: e.g. Section II. G. exemptions - Sub-part C(a)iv, vii, viii, §_.14
Market Structure •	Making it easier for buyers and sellers to find each other and consummate trades in this segment of the market is the right thing to do; but the question is: How?  •	Recalibration of the access fee cap is a must if order protection, best execution rules and other NMS provisions remain as-is …  •	… separation replaces the wickedness of a distorted economy of scope with efficiency gains (fewer fights, more cooperation, and better economy of scale) via better delineation of rights and it will help preserve healthy competition …
“Kelvin is very focused, analytical and systematic in his approach to the resolution of any problem … his capability to accomplish all tasks satisfactorily was commendable as they involve not only the system side but also the human aspect as well”  CFO of a Public Listed Company
Innovations •	Be dissatisfied with the status quo •	Boils down the empirical into workable clues •	Brings in the non-conventional thoughts •	Bridges the invention with market reality What's wrong with treating Big Data likes any other technology projects? Didn't you just buy the latest hardware for Hadoop and NoSQL database, so what is still missing?
Truths and Myths in B2B Financial Industry  Please answer True (T) / False (F) / Unknown (?) for the following statements in the context of today's B2B firms in financial industry or financial technologies arena. 	1.	Big data initiatives are for the primary benefit of improving client experience. 	2.	B2B firms are innovators in adopting the latest and most advanced technologies.  	3.	Transparency is much improved because B2B firms have lots of data. 	4.	Veracity refers to perfect exactitude of data in one centralized data warehouse …
“Extremely impressed, never seen an acquisition presentation with so much detail, thought out approach and ideas before” President of a Mutual Fund Solution Company  “Kelvin is a self-motivated and result-oriented person with excellent interpersonal skills and strategic minds” Founder and Chairman of a Risk Rating Company
Our Offers  •	Evaluate and implement new technology, conduct feasibility study •	Big Data use case / ideas generation •	Process walkthrough, training, mapping, streamlining, and re-engineering •	Strategize the needs to buy/ borrow/ build a new capabilities •	Augment FinTech product development efforts/ go-to-market strategies •	Identify FinTech M&A/ alliance target, profile and synergy studies •	Post acqusition integration supports Regulatory Affairs  •	Volcker Revision: Acknowledged our comments 28 times, the agencies went with or modified their proposal in 10 occassions … •	Deposit insure costs out-weighted its benefits, not Volcker … •	Need “Stress RENTD” in crunch time for banks to pour liquidity and temporarily liftering restrictions on their ability to scoop up troubled assets … •	Small incremental exploitations can accumulate into outsized bets … “Great job in enhancing proces and instrumental in driving for the best practices, which contributed to our year-on-year significant growth of the business … His ability to identify key touch points, his tenaciousness and commitment to the customer has been well respected … In many way he did indeed become the service conscience of us all!”  ex-Banking Group Head and ex-Senior COO of a Large Global Bank “Be it how we strategically position new products to market, seeking new markets to attack, to research an acquisition and the competitive landscape - I can only marvel at his quick understanding, strategic thinking and his big picture approach”  ex-SVP of a Top 25 Financial Technologies Conglomerate

CORPORATE STRATEGIES

More often than not, consultants are used to avoid management’s direct engagement in controversial situations. The big names sell their ability to shoulder blame in case any thing happens. We do not let that happen by doing the right thing and unzipping the truth. Our unbias ideas drive sustainable development.

FINTECH RESEARCH

A.I. Machine Learning, Data Science, Advanced Modeling, Hadoop, NoSQL, Cybersecurity, Blockchain Distributed Ledger, 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.

RISK/ SECURITY ASSESSMENT

Defects, exceptions, rework,… are just tip of the iceberg, troubles are hidden underneath and overshadowing above. Our rigorous reviews (Ops/ Credit/ Market Risks, GRC policies and procedures, Product Control, Privacy and Security, etc.) will pin point essential improvements, save costs, or recoup loss revenue.

Contact Us: (617) - 237 - 6111

P.O. Box 181, Weymouth, MA 02191 Email: info@databoiler.com
Volcker Compliance  •	RENTD (reasonable amount of trades @ reasonable time), securities inventory  modeling (agent-based, stochastic, recurring plan), review of risk appetite; •	Independent Testing (validate the correct usage of exemptions); •	Decipher Covered Funds in portfolio, BPO - ongoing conformance review; •	Assist the design/ continuous improvement of the Preventive System/ KRIs •	Policy advisory: e.g. Section II. G. exemptions - Sub-part C(a)iv, vii, viii, §_.14
DATA BOILER TECHNOLOGIES, LLC 212
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 capabilities, out-sourcing / value chain review, identify FinTech M&A / alliance targets, synergy studies, and more. Symptoms of ineffective risk / security defend and need a deep-dive 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
“Great job in enhancing process and instrumental in driving for the best practices, which contributed to our year-on-year significant growth of the business … His ability to identify key touch points, his tenaciousness and commitment to the customer has been well respected … In many ways he did indeed become the service conscience of us all!”  ex-Banking Group Head and  ex-Senior-COO of a Large Global Bank
Market Structure •	Making it easier for buyers and sellers to find each other and consummate trades in this segment of the market is the right thing to do; but the question is: How?  •	Recalibration of the access fee cap is a must if order protection, best execution rules and other NMS provisions remain as-is …  •	… separation replaces the wickedness of a distorted economy of scope with efficiency gains (fewer fights, more cooperation, and better economy of scale) via better delineation of rights and it will help preserve healthy competition …
“Kelvin is very focused, analytical and systematic in his approach to the resolution of any problem … his capability to accomplish all tasks satisfactorily was commendable as they involve not only the system side but also the human aspect as well”  CFO of a Public Listed Company
Truths and Myths in B2B Financial Industry  Please answer True (T) / False (F) / Unknown (?) for the following statements in the context of today's B2B firms in financial industry or financial technologies arena. 	1.	Big data initiatives are for the primary benefit of improving client experience. 	2.	B2B firms are innovators in adopting the latest and most advanced technologies.  	3.	Transparency is much improved because B2B firms have lots of data. 	4.	Veracity refers to perfect exactitude of data in one centralized data warehouse …
“Extremely impressed, never seen an acquisition presentation with so much detail, thought out approach and ideas before” President of a Mutual Fund Solution Company  “Kelvin is a self-motivated and result-oriented person with excellent interpersonal skills and strategic minds” Founder and Chairman of a Risk Rating Company
Regulatory Affairs  •	Volcker Revision: Acknowledged our comments 28 times, the agencies went with our modified their proposal in 10 occassions … •	Deposit insurance costs out-weighted its benefits, not Volcker … •	Need “Stress RENTD” in crunch time for banks to pour liquidity and temporarily lifting restrictions on their ability to scoop up troubled assets … •	Small incremental exploitations can accumulate into outsized bets … Our Offers  •	Evaluate and implement new technology, conduct feasibility study •	Big Data use case / ideas generation •	Process walkthrough, training, mapping, streamlining, and re-engineering •	Strategize the needs to buy/ borrow/ build a new capabilities •	Augment FinTech product development efforts/ go-to-market strategies •	Identify FinTech M&A/ alliance targets, profile and synergy studeies •	Post acquisition integration supports “Be it how we strategically position new products to market, seeking new markets to attack, to research an acquisition and the competitive landscape - I can only marvel at his quick understanding, strategic thinking and his big picture approach”  ex-SVP of a Top 25 FinTech Conglomerate Innovations •	Be dissatisfied with the status quo •	Boils down the empirical into workable clues •	Brings in the non-conventional thoughts •	Bridges the invention wtih market reality What’s wrong with treating Big Data likes any other technology projects? Didn’t you just buy the latest hardware for Hadoop and NoSQL database, so what is still missing?