FINANCIAL SERVICES : SUCCESS STORIES
Ascend
launches largest known broker
dealer platform consolidation
Ascend launched the broker dealer platform consolidation project with one of the world’s largest diversified financial
institutions. To ensure that the solution would satisfy the needs of both business and technology stakeholders, we conducted multiple Catapult™ workshops with 16 key lines of business and IT. These exercises were conducted over several months and used to clarify the business vision and streamline operations and IT processes.
Our extensive subject matter expertise and our unique Catapult methodology enabled us to successfully launch a project that had repeatedly failed over the last several years. The resulting deliverables provided a comprehensive roadmap and detailed business and systems requirements that will ensure business, operations and systems consolidation over the next several years.
Ascend maps end-to-end securities processing platform to enhance investment services.
When one of the world’s leading financial services providers needed to create an end-to-end Customer Relationship Management (CRM), trading, and back-office platform for the investment advisor community, they turned to Ascend. To ensure that the solution would satisfy the needs of both business and technology stakeholders, we conducted a Catapult workshop with key professionals from both sides. These exercises crystallized the client’s business vision and built consensus among the participants while visually defining process flow and mapping business functionality down to the prototype and screen level.
Our extensive knowledge of the securities industry and our unique Catapult methodology enabled us to synchronize the client’s IT solution with their business vision and create a roadmap for realizing that solution. The resulting solution smoothly integrated front-, middle-, and back-office securities processing to dramatically enhance service to the investment community.
Ascend delivers new, complex securities processing solution on time and under budget.
With time of the essence, one of the world’s top financial services companies asked Ascend to deploy a complex end-to-end securities processing solution that included integrating front-, middle- and back-office systems, creating and maintaining a centralized data repository, and leveraging scalable web technologies for sales activity.
Ascend assumed all major management roles in the client’s solution deployment process – Chief Technology Officer, Program Director, and Senior Project Manager – while overseeing development and integration of such complicated components as a data warehouse, CRM system, and portfolio management system. By implementing best practices and proactively managing against business objectives, Ascend successfully delivered this critical solution on time and under budget.
|
