Consultancy Service
Financial Information Incorporated (FII) offers specialized consultancy services to optimize back-office operations. Our experts focus on asset servicing and ISO standards to help you navigate the evolving challenges in the financial services industry.
Maximize the value of data received from multiple sources
Comprehensive Analysis
Our team conducts in-depth reviews of your procedures, data integration, and workflows to identify inefficiencies and risks. We provide regular progress reports and tailored recommendations.
Strategic Planning
We help you create a strategic vision to maximize data use, develop implementation plans with stakeholders, and prepare RFPs for new product or service adoption.
Effective Implementation
Our guidance covers the installation of identified components, detailed UAT planning, and managing the testing and training of your teams to onboard new systems.
Case Studies
Case Study 1: Data Vendor User
Objective: Review internal client data mapping and recommend changes to fully utilize new data file.
Results:
- Updated existing data mapping model
- Provided new mapping rules to support the new data file
- Explained the rationale behind new mapping recommendations
Case Study 2: Data Vendor
Objective: Review existing ISO 15022 data mapping and recommend changes to fully utilize the Global Standard.
Results:
- Detailed Scope and Requirements Documentation
- Created Business Justification reports for senior management
- Assist clients with implementation of a new Corporate Action solution based upon recommendations.
Case Study 3: Sell-Side Firm
Objective: Offer SME assistance in a review of an in-house Corporate Action processing
Results:
- Detailed Scope and Requirements Documentation
- Created Business Justification reports for senior Management
- Assist clients with implementation of a new Corporate Action solution based upon recommendations.
Data Solutions for Financial Institutions
Corporate Actions Data
Validated global corporate actions data designed to help financial institutions process events accurately, reduce operational risk, and improve workflow efficiency.
Historical Reference Data
Access validated historical securities and reference data designed to support research, improve reconciliation accuracy, and strengthen operational decision-making.
North American Exchange IPOs
Track upcoming and completed IPO activity with reliable exchange-sourced data designed to support research, security onboarding, market monitoring, and informed investment decision-making.
North American Dividends
Access timely North American dividend data designed to support income tracking, improve operational efficiency, and strengthen investment workflows.
Corporate Actions Announcement Processing System
Automate corporate actions workflows with FII’s validated data to reduce manual reconciliation, improve event visibility, and manage the full lifecycle in one platform.
Consultancy Services
Operational and data expertise for financial institutions navigating evolving market infrastructure and operational demands.
Asset Servicing & Operations Consulting
Optimize back-office operations with consultancy services designed to help financial institutions maximize the value of data received from depositories, exchanges, custodians, and data vendors.
With expertise in Asset Servicing and ISO standards, our team supports operational reviews, workflow redesign, implementation planning, testing, and onboarding to help reduce inefficiencies and prepare for evolving industry requirements.
Library (Public / Corporate / University)
Library Reference Service (LRS)
Search and access FII’s historical and reference collections through a web-based platform built for researchers, institutions, and information professionals.
LRS provides convenient online access to historical securities and reference information, helping users locate and retrieve information through a centralized research platform.
Research Services
Need information beyond standard datasets? Our research team provides tailored securities and market information support based on your requirements.
Individuals requesting Securities Research can submit requests by emailing (datainquiry@fiinet.com).
Charges vary upon request.