Tag: Success Stories

Success Stories—Front-to-Back Business Process Assessment… Front-to-Back Business Process Assessment for Growth Planning Client Overview: A boutique asset manager engaged Enosys to develop a front-to-back assessment of its business processes in support of planned growth. The client needed a clear view

Success Stories—High-Level Diagnostic Review… High-Level Diagnostic Review Service, Operational Improvement & Cost Containment Client Overview: A large Institutional Investment Manager engaged Enosys to perform a high-level diagnostic review of its operations and technology activities. The client needed an objective assessment

Success Stories—Global Current State Assessment of Operations… Global Current State Assessment of Operations & Technology 8 Sites Across U.S., Western Europe & Asia Client Overview: A Global Top 10 Asset Manager engaged Enosys to develop a comprehensive current state assessment

Success Stories—Target STP Technology Infrastructure Strategy Target STP Technology Infrastructure Strategy Client Overview: A leading U.S. Mutual Fund company engaged Enosys to develop a target straight-through-processing (STP) technology infrastructure strategy. The client needed expert assessment and recommendations to rationalize and

Success Stories—Large-Scale Digital Transformation… Large-Scale Digital Transformation Program Wealth Platform for 10,000+ Financial Advisors Client Overview: A Top 5 U.S. Wealth Manager engaged Enosys to lead program planning and management for a large-scale digital transformation of its wealth platform —

Success Stories—Historical Performance Return Calculation & Reconciliation Historical Performance Return Calculation & Reconciliation Client Overview: A leading financial services technology firm engaged Enosys to validate performance return calculations within a proprietary in-memory Performance Reporting Utility (PRU) — built for a

Success Stories—Leading Practice PMO for Business Support…. Leading Practice PMO for Business Support Functions Outsourcing Client Overview: A top-five global hedge fund engaged Enosys to lead the development of a leading practice PMO to govern the outsourcing of its HR

Success Stories—InvestCloud APL Portfolio Management… InvestCloud APL Portfolio Management and Trading Software Implementation Client Overview: A Top 5 U.S. Wealth Manager / Private Bank and a leading TAMP engaged Enosys to lead the implementation of InvestCloud APL — a portfolio

Success Stories—Global Product Line Current State Assessment and Organizational Realignment Global Product Line Current State Assessment & Organizational Realignment Client Overview: A Global Top 10 Investment Manager engaged Enosys to support an organizational realignment to a global product basis. The

Success Stories—Improving Client Reporting & Performance Accuracy​ Improving Client Reporting & Performance Accuracy​ Client Overview: An American multinational investment bank and financial services company engaged Enosys to support the rollout of its new Addepar-based client reporting and performance returns platform.