IN-DEPTH DATA INTERPRETATION AND INTEGRATION
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    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.
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      Related Products & Services:
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      Consultancy Service

      The Consultancy Service can offer advice and guidance for back office operations. With a focus on Asset Servicing and ISO standards, our experts can assist in redesigning your operations to meet the new challenges faced by the Financial Services industry.

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      Library
      (Public / Corporate / University)

      Library Reference Service (LRS) - Web-based query system, offering subscribers 24/7 access to FII's historical and reference database.

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      Research Services

      Individuals requesting Securities Research can request information by emailing – (datainquiry@fiinet.com). Charges vary upon request.

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