Advisory.

An expert team to help you achieve your vision.

Advice to help you design, build and grow.

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Expert advice.

We provide our clients with expert advice on how to use technology to transform their businesses.

Exploit our deep experience in leadership, digital transformation, technology and finance operations. Benefit from our actionable guidance to help your business grow, operate as efficiently as possible and launch new products.

Our approach.

1 . Start with strategic intent

We always start by defining where our clients want to take their businesses – this sets the direction for all subsequent activity. Technology is not an end in itself – it is a tool to serve the business. Everything we do supports our clients’ strategic intent.

2 . Keep things simple

Our advice and guidance will be clear and actionable. We focus on providing tangible recommendations and benefits to our clients – not lengthy academic reports that mean little in the real world.

3 . Be flexible

We understand that different businesses need different types of advice at different times. We can act as your outsourced CTO, your transformation steering committee, your product owner or your entire project office. And everything in between.

4 . Independence of thought

Though we work with many different technology and service providers, we maintain our independence of thought. We are not tied to one solution, partner or way of doing things. Our clients have individual and unique requirements, we approach each individually.

Benefits.

1 . Design and build

We are financial technologists. We build technology products and platforms for the finance sector. Benefit from our deep understanding of how tech really works.

2 . Select and buy

We are users of technology. We have run regulated financial businesses and understand the challenges of selecting and acquiring the right technology stack.

3 . Integrate

We build highly effective financial technology systems. Create systems that are greater than the sum of their parts. Ensure your tech serves you, your people and your clients.

4 . Transform

We lead digital transformation. Ensure your business successfully adopts new technologies and your investment is focused and provides value for money.

5 . Grow

We help you grow. Ensure you build highly effective teams, supported by the best that financial technology can offer to deliver the highest quality service to your clients.

Advisory Posts.

Data in Wealth Management

A TWM article by our CEO

Swiss WealthTech in 2021

A report by The Wealth Mosaic

enterprise ready SaaS tax reporting

a case study summary

digitally-enabled wealth management

a case study summary

WealthTec: Looking into 2021

A TWM Q&A with our CEO

System Design

a case study summary

See All Media

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