More than two decades of experience in software development for the Financial Services industry enables us to deliver results maximized on all three cornerstones of software development: High quality, high speed and low cost.
Your investment strategy is your main differentiating advantage. We construct the bespoke systems that can empower you to focus on your core business and implement your strategies on command.
Solutions at a glance
Workflow Analysis and Optimization
Upon engagement, we conduct a two stage analysis of a client's workflow. This practice creates a clear understanding of the client's process and highlights opportunities for optimization. We are able to clearly illustrate the current state of the client's workflow and what it would be once optimized. Our domain expertise and technology expertise enable us to deliver a more efficient and error-free workflow.
In a typical operation, existing systems are not being fully utilized. Furthermore, getting systems from different vendors to operate as one can be a daunting task. We excel in the integration and augmentation of existing platforms. The result of this process enables our client to get far more value out of the investment which they have already made in technology.
The development of tailor-made software systems is sometimes the optimal solution. In this case, our team has the breadth and depth of expertise to design, build and maintain systems tailored to your needs. Our use of agile methodology and our dynamic deployment of resources make for efficient and flexible development and implementation. These systems can be anything from simple Excel-based utilities that automate a client's current spreadsheet tasks to complex, front-to-back solutions that automate and support all of their workflow.
Your systems vendors are not necessarily in the business of customizing their solutions to your particular business model. Their responsiveness to your needs therefore is not ideal. You require that changes take place when your business calls for it. We are able and available to customize third party systems to fit your needs more closely. Close attention to your needs is our hallmark; and integral to our business model.
A client's needs can sometimes be met by systems solutions already available in the marketplace. Identifying all of the available options, understanding the technical nuances of various companies' products, verifying the quality and viability of technology vendors and arriving at an informed decision is accomplished through:
Methodology: agile, lean, technology agnostic
We utilize Agile development and Lean methodologies which enable a versatile and customer-focused process with frequent iterations of tangible results. The results are optimized for cost, speed and quality.
Our expertise is not limited to any specific development tools so we able to utilize the blend of technologies most appropriate for each project.
Our depth and breadth of domain expertise with all aspects of investment management enable us to design and develop systems that optimally address the task at hand and deliver to you maximum advantage in the marketplace.
A culture of excellence combined with a background of performance drives our process.
A blend of talent, with the exact expertise required at each stage, is deployed dynamically across the project time-line so as to deliver optimum results. We are experienced in efficiently allocating and managing on-site, off-site and off-shore resources to deliver maximum results at blended rates which are often below market.
Each engagement is managed by a Confluence<1> Principal: this Relationship Manager is strictly focused on the client's business' unique needs while ensuring smooth and efficient coordination between all stakeholders: in-house at the client, third party vendors and Confluence<1>.
Confluence<1> is the partner that delivers the competitive advantage you would enjoy from having an in-house technology department at a fraction of the cost.
*Preliminary Workflow Analysis and Cost/Benefit Analysis designed to assess the extent of savings/profits you may be able to realize upon completion of our work.