Strategic Co-sourcing & Outsourcing
A strategic partnership to transform operational scalability, data management, and time-to-market
An opportunity to get ahead, with support at every step
Tailored for you
With increased demands on back office teams, operating models are under growing pressure. Organizations face the “double jeopardy” of knowing they need to implement structural change, but are often unsure of the best solution – all while understanding that the consequences of making the wrong decision will be detrimental to future growth. And that’s where we can help with tailor made operating model design and implementation.
Customized operating models
Designing and implementing operating models often starts with three foundational concepts, but the exact set up across people, technology, data flows and platforms is always tailor made to meet our clients’ strategic objectives.
A managed service model offers a long-term, efficient partnership that boosts fund economics and ensures timely, transparent, and high-quality data transfer, without your continued investment in staff and technology. Steve Krieger, Head of Key Client Partnerships, explains.
With co-sourcing, you retain control of your technology and data while we handle the rest of your fund servicing activities. Real-time access to data enables strategic decision-making — and means you can respond to investors without delay. Jared Broadbent, Head of Fund Services North America, explains more.
Head of Key Client Partnerships