Sondent specializes in providing
consulting services that are focused on operations and
product development in the securities, custody, fund and
wealth platform industries. Our experience includes work
with global custodians, sub-custodians, fund administrators,
broker-dealers, mutual funds, investment advisors and
technology firms. Our work has included assignments in the
US, Europe and Asia; our network of knowledgeable
consultants are based in a number of global locations. We
specialize in these areas:
Operational design and workflow
efficiency:
A central part of our domain
expertise, we specialize in documenting and identifying
efficiency improvements in securities operations, including
risk identification, controls & dashboard implementations,
and construction of resource capacity plans.
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Benchmarking operations and foreign
exchange transactions:
We offer an analytical benchmarking
service that takes periodic data feeds such as foreign
exchange transactions and assesses your costs against market
norms & peers. Our services also include RFP construction
and evaluation.
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Custodial system implementation &
consulting:
Sondent partners with Sectech, a
well-known provider of custody system solutions to market
their technology in Asia. The 'Custody 2000' application is
a modern, three-tier application, with the comprehensive
functionality required by local custodians and regional
custodian banks.
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Reconciliation projects:
Sondent has partnered with an
international technology firm to provide comprehensive
reconciliation solution support for cash and securities. Our
services include situation assessment as well as remedial
project planning and execution, to cover both short term and
long-term resolution.
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Market and Product Research:
We can source and provide market and competitive research on a range of
country-specific or product-specific topics in the
securities industry. Through association with a number of
research companies we can work with you to determine your
exact needs. We have completed several studies related to
market entry in China.
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Simon Collier is the founder of Sondent Group. His career spans over 25 years of securities operations and product experience at major global banks, as well as three years as President of a fund service company.
He has extensive project and work experience in the securities industry with assignments completed in US, Europe and Asia, including a range of consulting work in China, Hong Kong and Singapore.