Brokerage Industry Consulting

brokerage bank photograph

Market-facing advisory and strategy for brokerage organizations

Whether improving their straight-through processing to the DTC and FundServ or modernizing their mutual fund processing and trading systems, Brokerage organizations face strategic challenges of how to deal with increasing volumes of trading, while adapting to an ever changing regulatory and compliance environment. These organizations are looking to optimize their investments in trading systems and other mission critical solutions so as to enable them to gain competitive advantage through the modernization of their operations.

Brokerage organizations face strategic challenges of how to deal with increasing volumes of trading, while adapting to an ever changing regulatory and compliance environment.

Our Brokerage Industry Consulting services position our business strategists, program managers and solutions architects with deep experience in the industry to provide advisory services and strategy to our clients. Advisory engagements produce Strategic Roadmaps that chart courses to achieve strategic objectives. EI helps our clients write RFPs and select best vendors to move forward with the transformation and modernization of their operations and solution portfolios.

Case Studies

In business, what’s dangerous is not to evolve.
 

— Jeff Bezos,
CEO of Amazon