Specialized Service Offerings

BPA assists financial services firms with business positioning, strategic growth initiatives, and operational reviews associated with pivotal shifts in business direction, especially with technology impacts or required technology to leverage success. We welcome a discussion on how we might help your firm explore its future potential. Examples of some business positioning services executed by BPA staff are:

• Developed business, operational, technology and technology strategy with ramp-up thresholds, custodial reviews, and business process outsourcing (BPO) options and needs assessment for a brokerage firm exploring the prospect of entering the asset management business for institutional and ultra-high net worth markets
• Executed a feasibility study for a large insurance company on operational, system and resource challenges, bottlenecks and opportunities they would encounter to set-up and enter the mutual fund/unit trust line of business and product offerings
• Reviewed prototype of potential product offering by a vendor of investment management systems for trading, compliance and portfolio management. Assessed viability amongst existing industry offerings, fit with current and future needs of investment management firms and assessment on target markets and the reception and adoption likelihood by the existing client base
• Assessed operational, systems, reporting abilities and skill sets of a large pension fund manager on their capabilities to bring 3rd-party institutional portfolio management in-house and assessed what types of mandates would be most easily facilitated and which would be more difficult to achieve