Here are some engagements our Capital Markets consultants are working on:
· Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach
· Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management
· Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk
· Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams
· Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items
· Reimagine Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems
· Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce
· Functional analysis / SME for specific journeys in any of Investment Banking, Asset Management, Private Equity or Wealth Management industry.
· Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities.
· Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve.
· Manage the product line life cycle from strategic planning to tactical initiatives for both vended and custom solutions.
· You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events.