IN-DEPTH DATA INTERPRETATION AND INTEGRATION
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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.

    Maximize the value of data received from multiple sources

    Analysis

    • In-depth review of your current procedures, data integration and workflow to identify inefficiencies and risk conditions.
    • Onsite or virtual interviews with key personnel.
    • Weekly reporting on analysis progress and recommendations industry.

    Strategy

    • Create a Strategic vision to maximize your data use with a roadmap to get you to where you need to be for data implementation.
    • Establish an Implementation Plan with your internal and external counterparts, clients and data providers to implement your strategic vision.
    • Develop RFP for 3rd party providers should the plan recommend the adoption of new products/service offerings.

    Implementation

    • Provide guidance towards the installation of the components identified within the Implementation Plan.
    • Create a detailed UAT Plan with appropriate Test scripts and success measures.
    • Manage the Testing, and Training of your teams, to help onboard new products and services.

    Case Studies

    Case Study 1

    Client Profile:

    Data Vendor User

    Objective:

    Assistance in mapping new Data files from a Data Vendor

    SME Resource:

    Data Analyst

    Business Resolutions

    Objectives Tasks Results
    Review internal client data mapping and recommend changes to fully utilize new data file 1. Gain an understanding of existing data file mapping
    2. Review how the existing data is used within the client’s application
    3. Present recommendations for new data mapping and usage
    1. Updated existing data mapping model
    2. Provided new mapping rules to support the new data file
    3. Explained the rationale behind new mapping recommendations
    Case Study 2

    Client Profile:

    Data Vendor

    Objective:

    Review ISO 10522 Corporate Action Data File Usage

    SME Resource:

    Business Analyst

    Business Resolutions

    Objectives Tasks Results
    Review existing ISO 15022 data mapping and recommend changes to fully utilize the Global Standard 1. Gain an understanding of existing ISO 15022 data mapping for event data delivery.
    2. Review how data is structured and subsequently mapped to Corporate Action MT564/8 messages.
    3. Present recommendations for:
    • New data mapping and usage
    • Potential errors in the current mapping
    1. Extensive presentation of recommendations that included:
    • Potential error conditions
    • Revised mapping
    2. Event specific guidance on Event Types and Data structure that follows:
    • ISO Corporate Action Model
    • SWIFT Network Validation Rules
    • SMPG/Market Practice Guidelines
    Case Study 3

    Client Profile:

    Sell Side Firm

    Objective:

    Guidance and Advice for Corporate Action Processing

    SME Resource:

    Business Analyst

    Business Resolutions

    Objectives Tasks Results
    Offer SME assistance in a review of an in-house Corporate Action processing 1. Work with other consulting team members and client to review existing practices.
    2. Offer recommendations for:
    • Short Terms Tactical improvements
    • Long Term Strategic changes
    3. Assist in new system requirements and implementation of ISO Standards centric application.
    1. Detailed Scope and Requirements Documentation
    2. Created Business Justification reports for senior Management
    3. Assist client with implementation of a new Corporate Action solution based upon recommendations
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      Learn More

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