Functional Expertise

The complex interrelations and dependencies within the financial industry demand functional expertise and experience in order to manage projects successfully. The Finalix Consulting Team provides proven experts in the fields listed below. Our focus on the financial industry guarantees our clients access to comprehensive knowledge, long-time experience, best-practice and methodical approaches.

Strategic Analyses:
We support our clients in the regular review of their strategic direction and the resulting options. The starting point for a successful strategic direction is to analyze the current situation of our clients and to analyze existing solutions using appropriate methods and tools. For this we use instruments which we have already successfully applied in a variety of projects and refined continuously (e.g. Portfolio Analysis, Success Factor Analysis).

Financial Planning / Advisory Processes / Custeomer Relationship Management:
For private as well as for institutional customers it is relevant that their concerns are well understood. They want to make the right decisions, relying on the expertise of their financial consultant. We have supported many clients in the conceptual development as well as in the technical implementation of a consistent and fully integrated advisory process.

Portfolio Management / Investment Management / Reporting & Controlling / Product Management:
One of the most important value chains of our clients is an efficient handling of their customers’ assets within the scope of the predefined investment processes, the standardized and scalable portfolio management up to the generation of the legal client reporting. We have done reviews and re-engineering of these processes for leading financial institutions as well as developed functional and technical solutions. In addition, we have supported our clients in the development of new fund products.

Trading & Settlement / Investment Accounting / Infrastructure:
Due to the increasing complexity of modern financial instruments it is crucial to ensure their correct calculation and valuation already at the stage of booking of the single transactions. The necessary concepts include the supply of interfaces such as investment management and external financial accounting. The development or enhancement of the underlying processes are part of our experience.