STRATEGIC PLANNING: Creating target operating models to identify and implement your goals. Guidance on strategy for:
- derivative clearing extension
- regulatory compliance
- business growth
VENDOR SELECTION: Building long term partners:
- creating and managing request for information/proposal "RFI/RFP" process and subsequent due diligence for selection of Clearing Members, CCPs, Infrastructure solutions, Outsource providers etc.
- SME advice, business analysis and/or project management for insourcing or outsourcing of middle office to operations
RISK MANAGEMENT: Minimising your risks along the way:
- ascertaining and implementing governance for independant valuations / pricing validations
EXPERT ANALYSIS: Identifying your path to growth:
- identify efficiencies to be gained from operating models and processes
WORKSHOPS: Investing in people and knowledge:
- covering documentation, products, trade processing, segregation, collateral, margin and risk