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OUR SERVICES: Enterprise, Process, Sourcing

Reduce costs and maximize the benefit of transitions

After mergers, acquisitions and restructurings we help you maximize the savings and benefits through effective understanding of business functions, operational processes and systems.

Services which improve effectiveness and reduce costs:

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SwarmPoint provides consulting services to

Institutional Brokers
Prime Brokers
Hedge Funds
Securities Lending Departments
Custodians
Service Providers

Within the following businesses:

Prime Brokerage

Client Reporting
Securities Lending
Equity Financing

Securities Processing

Corporate Actions
Swaps and other derivatives
Options Trading
Collateral Management
Repo trading

Cash

Cash Management
Payment Services
Cash Accounting and Interest

Typical Goals are to

Increase Capacity
Reduce Cost
Enhance Agility
Provide Management Metrics
Identify Actions and Provide a Road Map
Develop Budget Proposals

Why is Consulting Appropriate ?

Consulting reduces operating costs by hiring experienced staff only when needed
It allows you to have critical projects staffed appropriatly rather than with the resources you happen to have available
External consulting teams cross silos more willingly
Impartial assessments are difficult to staff internally
Freeing up the right internal staff may not be practical
External teams can raise questions which are not raised in the corporate culture
Industry best practice is brought to bear in the project methodology and judgements
Specialized experience is brought into the firm
New conclusions can be more easily voiced

ENGAGEMENTS: Process and Sourcing

Road Maps

Prioritizing goals with stakeholders, refining objectives, assessing the current state, if appropriating identifying business processes and assessing gaps in alignment with goals. This leads to defining projects and other specific actions to close the gaps to reach the desired state and defining a road map to initiate these projects across a realistic time frame.

Organization and Project Audits

Identification of risk factors, resource gaps, blocked communication paths and suggestion of appropriate recommendations to bring organizations or projects in on track and within budget by supporting your team. Audits can also be performed as part of a due diligence assessment to understand and manage the impact of transitions.

Operational Process Documentation and Metrics

Documentation of business processes either to be communicated directly with management and staff, within your BPM platform, or using our proprietary process documentation tools and metrics.

Outsourcing Advisory

Review of organizational functions. Identification of functions with appropriate criteria. Recommending any necessary organizational changes. Identifying significant business activities and drilling down into processes, if necessary defining metrics around processes in order to set metrics within SLAs.