Areas of Practice
fintech strategy
Traditional financial service industry is transforming to meet evolving needs from clients, to respond to stringent regulatory compliance, and to cooperate & compete with both emerging fintech players and major players from outside the conventional financial service industry.
We help clients formulate competitive fintech strategies, develop innovative business models, and evaluate industry solutions for executive management.
fintech regulatory compliance
Investment managers, securities brokers, financial advisers, and wealth managers are supported by more and more financial technologies that are closely watched by financial regulators. Your algorithm trading desks, robo advisers, order management system, wealth management portals, be they staff-facing or client-facing, have to comply with rules set by financial regulators in the city and overseas.
We help clients assess fintech regulatory impacts and implement compliance solutions regarding your fintech business and operations.
cloud backup & disaster recovery
Managing resilience of corporate data is more than business contingency and disaster recovery in back office. It is about your corporate reputation and sustainability - when your corporate data is irrecoverably lost, your business ceases to operate essentially. Also see our service of Cyber Security.
We help clients implement and evaluate cloud backup and disaster recovery solutions.
Robotic Process Automation (RPA)
Repetitive monotonous manual process could be counterproductive when it is performed by intellectual workforce. Introduction of RPA to operations can reduce processing error, protect confidential information from human hands, and allow management to adjust capacity. That means reliability, data security, and scalability at your company.
We evaluate and recommend RPA solutions to clients in order to reallocate intellectual people to higher value-added work processes.
cyber security
Financial institutions are facing advance and coordinated cyber attacks. Zero-day attacks can strip off hundreds of million dollars of annual profit from multi-national corporations and they can damage reputation often irrecoverably. Strengthen your first line of defense before your corporate data becomes widely available in public domain. Also see our service of Cloud Backup & Disaster Recovery.
We help clients formulate cyber resilience strategies & approaches, advise industry solutions, and evaluate vendors for your CISO.
EXECUTIVE training - FINTECH
Fintech terminologies could sometimes be comprehensible only to tech-savvy scientists in garage. Board and executive management likes to understand fintech trends and use cases, in pure business terms, to develop corporate strategies. Chief Information Officer (CIO) wants to wider awareness of fintech developments among IT managers and in user departments for various business initiatives.
We provide in-house Continuous Professional Training (CPT) of FinTech topics to our institutional clients. Contact us for executive training agenda.
Executive Training - Smart Tourism
Managing tourism and hospitality services has to be people-centric. Every tourists and visitors have their own itineraries and favors at different moments. Hospitality executives know smart tourism is transforming the industry outlook while they are often not equipped with necessary skills & knowledge in managing smart tourism for competitiveness & sustainability.
We can customize training & certification of Smart Tourism topics to academic institutions and corporate clients. Contact us for executive training agenda.
distributed ledger technology (DLT)
Blockchain and other implementations of distributed ledger technology (DLT) can upgrade your current business models that capture unmet opportunities in the past. However, bad DLT stategies and implementations can do more harm than benefits to your organizations.
We help clients devise business models based on DLT and smart contract technologies and advise industry solutions for successful implementations.
executive training - beyond fintech and smart tourism
All-rounded executives need multiple technical skills and areas of business knowledge. Decision makers need insightful updates of macroeconomic environment and investment markets. Risk and compliance officers require to catch up with evolving regulatory regimes and industry practice. Corporate service professionals can boost up their productivity when they manage to use business intelligence (BI) tools, office software, and cloud platforms. Client servicing and sales professionals in various industries need customer service management skills and event management knowledge.
We provide in-house Continuous Professional Training (CPT) of various business management topics to our institutional clients. Contact us for executive training agenda.
robo advisory
Human advisors and robo advisors often complement to, rather than eliminate, each other and they are good at serving different market segments and client needs. Winning robo advisory strategy to financial institutions involves more than a nice user interface and user experience journey; that involves organized transformation of corporate culture and process improvement at the back.
We help clients formulate front-to-back robo advisory implementation strategies and evaluate market solutions.
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