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Workflow Efficiency |
Sondent Group specializes in
providing consulting services for securities, fund and other
financial services operations. |
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Utilizing a proprietary back-office/work-flow review
processes, we aim to provide reliable answers to questions
such as:
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"What is the optimal staff capacity plan
to deliver our service commitments as well as our firm's
risk policies?"
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Contact Us
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"Detailed workflow analysis is our planning
foundation" |
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Our process starts with a careful, joint
review of the scope and expected results |
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Our analysis is designed to identify
efficiency opportunities and form the basis
of a detailed operational capacity plan |
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Client Solutions |
Sondent has provided assistance to a
number of firms during 2008: |
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Back-office process consulting for a US based firm
engaged in providing settlement services to Exchange
Traded funds |
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Workflow analysis, documentation and efficiency
improvement proposals for a Singapore based Broker
Dealer firm |
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Back-office system implementation support on behalf
of a European service provider working with a
Chinese based insurance company. |
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Services to Trustees |
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Sondent is also able to provide "15c" type
analysis and support to US-Fund Trustee Boards: |
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Data
analysis and reporting to aide Trustee decision
making, such as Advisor renewals |
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Associates & Partners |
Our associates
have expertise in operations, as well
as workflow and capacity planning. |
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Mr. Collier's career spans over
twenty years of securities operations and product
development at three major global banks, as well as
three years as President of
Foreside Financial Group,
where he is a partner. |
Our partners include a number of firms that
specialize in various aspects of Securities and Fund
operations: |
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Workflow design and capacity
planning |
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Operational expense, peer group testing
& validation |
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Securities and Fund technology
vendors |
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