Strategy

Creating long-term, sustainable business and technology strategy. Our proven experience and methodology helps clients develop robust Target Operating Models that are underpinned by revenue creation and operational efficiency strategies.

Our consultants have a vast amount of experience in helping large asset managers create and deliver a successful strategy.

We take a top-down approach to converting your management vision into a sustainable solution. Although each client’s needs are unique, our teams can add considerable value through their long industry experience, whilst applying a proven methodology to ensure each project is delivered on time and on budget. Throughout this time, we maintain a pragmatic focus on meeting your needs.

Axxsys can deliver projects from inception to completion. Clients who use our consultancy group can attain their strategic objectives while only having to deal with one organisation from initial project scoping and business analysis all the way through to project management, installation, implementation and training.

We also help Investment Managers to prepare for and embrace the technology revolution that is about to cause a seismic disruption within our industry. By collaborating closely with the sector’s most innovative thinkers, and by harnessing our own knowledge of how firms can utilise new platforms, we can help you position your company for the future.

TOM

Axxsys' Target Operating Model service is the strategic blueprint for organisation, processes & technology, enabling our clients to redesign the operating model to optimise the business.

Learn more

TOM

Axxsys takes a top-down approach converting management visions to sustainable solutions. Each client is unique, but we leverage our experience, Axxelerators and  proven methodology when working with clients on defining the business and technology strategy. At the heart of our strategic services is our Target Operating Model (TOM) framework where we assist our clients in defining the high-level blueprint describing organisation, operational processes and technology. The aim is to allow the client to understand how people, processes and technology creates value and how to redesign the operating model to optimise the business.

The TOM helps the firm to achieve its strategic vision, serving as the road map and reference framework to manage the change programme, helping to set direction, track progress and ensure that any changes and initiatives are aligned with the overall strategy.

Axxsys Target Operating Model Service is offered across the industry including Asset Management, Wealth Management, Insurance companies, Pension Funds and Capital Markets.

Data Strategy

Axxsys Data Strategy Service is offered across the industry including Asset Management, Wealth Management, Insurance companies, Pension funds and Capital Markets.

Learn more

Data Strategy

The financial industry is a data-driven business where data volumes and data requirements continue to grow exponentially. Across the industry, data is recognised as a strategic asset that can provide competitive advantage. Firms are investing in data and data quality to facilitate good investment decisions, deliver timely and accurate reports to clients, improve operational efficiencies, for regulatory reporting and mitigate risks.

Axxsys Data Strategy Service is offered across the industry including Asset Management, Wealth Management, Insurance companies, Pension funds and Capital Markets. Our starting point is that the firm’s data strategy should be business-driven and not technology-driven. It must align with the overall strategy, create value for the business and it must be flexible and actionable. In collaboration with the client, we create the Data Blueprint comprising Data Governance, Data Architecture, Data Management and Data Delivery.

The Data Strategy Service is based on the use of Axxsys Axxelerators™, including Axxsys standard data strategy methodology, guidelines and templates.

Technology Strategy

Across the industry, new regulatory pressures and evolving business models are putting pressure on the IT organisations to both increase efficiency and support innovation and the rapidly evolving business strategies.

Learn more

Technology Strategy

Across the industry, new regulatory pressures and evolving business models are putting pressure on the IT organisations to both increase efficiency and support innovation and the rapidly evolving business strategies. Potentially one of the greatest areas of opportunity for any financial firm is the alignment of the technology strategy and architecture with the operating model and business needs. The technology strategy and IT operating model should be key components of the firm’s Target Operating Model.

The service is offered across the industry including Asset Management, Wealth Management, Insurance Companies, Pension funds and Capital Markets. We work with the client to create a Technology Blueprint which will set the future direction for the IT function for the key IT areas, such as infrastructure, application, integration, service, innovation and sourcing strategy.

By leveraging Axxsys Axxelerators™ and our business and technology expertise, we can help our client’s ensure their technology strategy will meet the future needs for an agile, comprehensive, value-creating, cost-efficient and solid IT-platform.

Business Case

Axxsys Business Case Service covers a full range of business case services from system selection, business capability improvements, in-sourcing/out-sourcing, to business cases for individual programmes and projects.

Learn more

Business Case

Axxsys Business Case Service covers a full range of business case services from system selection, business capability improvements, in-sourcing/out-sourcing, to business cases for individual programmes and projects. We provide the service across many areas, including Data Management, Market Data, Front- Middle and Back Office and Regulatory Changes.

Our Business Case Service is based on the use of Axxsys Axxelerators™, including Axxsys standard methodology, business case templates, guidelines and analysis tools based on Axxsys standard TCO model for calculating Total Cost of Ownership & Return on Investment. The Axxsys Axxelerators™ in combination with our in-depth knowledge of business and technology, enables us to efficiently identify business options, to quantify costs and benefits, to assess risk and finally to determine roadmaps for each business option or initiative.

We have a modular approach to the business case creation, which is based around identifying the possible options and building a business case for each of the business options/initiatives. Our approach is tailored to meet our client’s specific needs, budget and culture.

Product Control

We help the client to maintain control of the business by addressing the overall objectives of efficient business control, risk mitigation and operational excellence.

Learn more

Product Control

Axxsys Product Control Service is offered across the industry including Asset management, Wealth Management, Insurance companies, Pension Funds and Capital Markets. We help the client to maintain control of the business by addressing the overall objectives of efficient business control, risk mitigation and operational excellence. We cover all critical aspects of the business including:

  • Business Overview  – to create overview and daily monitoring of critical processes;
  • Operational Control – addressing practical challenges of efficient business processes;
  • Operational Risk Control – addressing operational risks across the business;
  • Regulatory Control – addressing regulatory obligations ensuring compliance;
  • Technology Control – controlling architectural and technical reorganisations and roll-outs;
  • Data Control – addressing Data Governance, client data protection and data security;
  • Change Control – managing system changes,  significant organisational and project changes;
  • Cost Control – managing cost, efficiency and outsourcing processes;
  • Financial Product Control – addressing operational risk and excellence for single products;
  • System Inside-Outs – examination of specific system use addressing risk, efficiency and cost.

The Product Control Service is based on the use of Axxsys Axxelerators™, including Axxsys Product Control methodology, guidelines and combination.

Performance & Risk

Axxsys provides the expertise you need in Operating Models and System Selection for all your Performance Measurement, Attribution and Risk (PMAR) requirements.

Learn more

Performance & Risk

The generation of Alpha for clients is a key requirement in any successful investment relationship, but more and more clients are demanding better transparency as to how the performance was achieved.

Asset Managers are having to respond to this increased granularity of information, through stronger Client Reporting, including Performance Measurement, Attribution and Explain as well as demonstrating what Risk parameters where considered as Investment Decisions are made.

Axxsys have helped organisations address this richer functionality ask of Clients, develop Future State Target Operating models and provide comprehensive System Selection for Performance Measurement.

Trading

The importance of cost effective and accurate Portfolio Implementation has had an increased importance over the last 4-5 years leading to Axxsys helping many clients review their operations to maximise effectiveness and reduce errors.

Learn more

Trading

The emphasis on accurate and effective Portfolio Implementation over the last few years has led some Investment Managers to bring their Trading operations partnerships closer or even in-house.

Axxsys has helped several firms review their Trading operations to understand the complexity and cost effectiveness of right sourcing, and to understand the efficiency of the trading operation in terms of offering the client the best value.

Many systems are used in this space, and a trend in Asset Management to stay with ‘what they know’ needs a shake-up. Axxsys has provided expertise in providing clients with a platform that allows them to review all options, providing market intelligence and embracing some of the newer techniques in accessing the markets.

CRM & Distribution

Axxsys recognises that the Client Relationship Management and the ability to access the appropriate Distribution Channels (as well as Client Reporting) is key to maintaining client satisfaction.

Learn more

CRM & Distribution

The focus on Client Relationship Management and the seamless ability of a firm to communicate with the client on key performance information with respect to their holding has had a major shift in importance the last couple of years.

The problems of ensuring consistency of data in CRM systems, the aggregation and consistency of data from many disparate sources and timeliness of data from Administrators/Accounts is a problem represented amongst many parts of the investment lifecycle not just CRM/Distribution, but the effect is amplified when it comes to Client Relationship and Reporting.

Axxsys has had experience in resolving many Target Operating Model complications in data aggregation, client expectation on the way their fund performance can be represented and system technology landscape in the way an architecture can be put together to resolve some of these issues.

Our experience in the digital integration space to ensure seamless distribution of this information to clients in the new forms expected currently has been gained through significant engagements with some thought leaders in this space.

Regulatory Strategy

Axxsys gives you flexibility as a business, and the comfort that regulatory expertise is at hand, not only to advise on regulatory changes, but to deliver that change.

Learn more

Regulatory Strategy

The financial services industry is experiencing unprecedented levels of global regulatory change. All organisations face common challenges, trying to balance the cost of meeting the regulatory burden, whilst integrating new processes into existing business functions and roles.
We have hands-on delivery experience within the Regulatory space, across multiple regulatory requirements, and with our knowledge of the business and the systems that firms rely on we can translate these challenges into efficient solutions, minimising risk and ensuring compliance.
In addition, we will always look for ways in which any changes can be used to create value within the business and the organisation’s operating model.

Our approach:

  • We conduct our own internal research on regulatory changes and invest in the development of tools and methodologies
  • We assess the impact regulatory changes will have on your organisation and can advise you on the best strategy.
  • We manage, design and implement the best-fit solution for your organisation
  • Post-regulatory health-check, leveraging our hands-on experience in delivering solutions.