Financial Intermediaries / Brokers
Issues – Evolvement
Financial intermediaries/brokers need to implement a number of changes in response to:
A strong need for inflows in an increasingly competitive environment
Increasingly demanding customers
A need for swift and informed decisions for or by your customers
A need for consistent, long-term performance for customers
Risk control
A compelling need for digital services
Regulatory requirements
The integration of African financial markets
Your challenges require the best solutions.
Consulting & Advisory
We can advise on all investment, market, credit, liquidity or operational risks of your investment portfolios. We offer operational risk management solutions for your organisation.
We will help allocate your assets, build your portfolios, monitor and/or select your investments in accordance with statutory requirements.
We can implement all your quantitative solutions and decision support tools.
We will help you upgrade your processes, organisation, reporting and range of products.
We will work with you to digitalise your organisation, thus enabling you to be nimble, efficient, innovative and competitive.
We will help you deliver the best customer experience through a carefully thought-out strategy.
Software and Information Systems
We publish and integrate our front-to-back business solutions. Whether your requirement is for portfolio management software, financial databases, operations management software or customer relationship software, we can assist.
Training
We provide business-specific training and training on the use of the software and systems that we provide. If you require capacity building for your staff on matters of risk or investment management, we are on hand to help you.
Product
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