• Defining strategic business expansion guidelines.
• Proposing global process optimization.
• Adapting organization to compliance or to structural changes.
• Preparing program plans and defining key priority projects.

Organization Consulting is focused on producing state-of-the-art, customized, and realistic recommendations for the entire Finance production chain. 

Investance’s specific “hands-on” experiences help generate solutions best suited to customers’ organization and strategy.

Investance has an extensive proven track record of highly satisfied customers on myriad assignments: 

• Program Management including international, multi-entity, multi-asset class projects.
• Project Management on highly specific business issues (compliance, risk management, dedicated  market applications, business expansion, straight through processing…).
• Project Management Office focusing on project alignment, time and team management, key project progress indicators.
• Change Management. 

Investance consulting teams – the majority of which have worked for financial institutions previously – have accrued significant experience on projects and change management issues. They address clients’ needs in accordance with business and resource constraints to meet strategic goals.

Project Management Consulting is focused on delivery, according to project constraints and priorities in line with performance indicators and key strategic objectives.

Business Analysis

Investance’s business analyst teams’ strength lies in their ability to grasp financial products to the fullest, including process and workflows, and all parts of the treatment chain (pre-trade, post-trade, and accounting).

Investance business analysts participate in implementing strategic and tactical decisions, in line with company governance, operations process, and IT organization.

In addition, Investance has proven track records of global team intervention, concentrating on delivery in terms of timing, quality, company directives and compliance constraints.

Investance’s highly operational and specialized resources combine specific financial market knowledge (frequently derived from operational experience), and business analysis skills to weigh in efficiently on: 

• Operational business analysis.
• Process and procedure definition and implementation.
• Financial application configuration (Calypso, Murex, Summit, Sophis, Openlink, Reuters, Intellimatch, NXG, Omega, Triple A, Horizon, etc.).