Strategic Assesments

Providing Everything You Need

From initial contact to instituting a long-lasting relationship, client experience has become a significant distinguishing factor for many firms. Technologies your team depends on to manage, report, and disseminate essential relationship data have undergone significant changes in the past decade. The emergence of systems happens so rapidly that identifying the most practical solutions and ensuring seamless integration can be quite a challenge.

Finteq has implemented groundbreaking tools and technologies that empower organizations to meet their customers' growing demands for advanced reporting and content delivery, even when dealing with complex and diverse data sources. Our track record demonstrates our ability to enhance various aspects of the customer experience.

Trading Operations & Trade Compliance

trade confirm settlement
reconciliation
pricing
fund accounting
trade communication
corporate actions
security master
reference data
trade compliance

We possess a profound understanding of the specific challenges encountered in the front office and the essential support required. Our team, boasts extensive expertise in risk and performance, along with a track record of successfully implementing front office solutions. As an entirely impartial consultancy, we provide unbiased analysis and hands-on insights into the tools and systems that will most effectively address your front office requirements. Furthermore, we have privileged access to the perspectives, obstacles, and industry best practices drawn from a diverse membership and a client base