We are an independent financial services consultancy, passionate about process, data and technology

PRACTICES

Advisory

How do you migrate a legacy technology architecture to a future proof framework. Where do you insert cloud based solutions into your existing legacy applications. How do you keep your proprietary workflows while scaling with SaaS and PaaS toolkits. Where do you leverage APIs and migrate from SFTP.

Training

Our training practice has been specifically created to empower you and your organisation with all the knowledge and experience we have accumulated. We’re always learning and looking at new ways to knowledge share across a wide range of subjects. Up-skilling your workforce, team or organisation will help streamline the business-as-usual processes as well as providing you with the insight you need to make informed decisions.

We offer a number of Bloomberg centric courses, ensuring you get the most out of the services you’ve subscribed to, as well as helping you manage your corporate obligations, such as entitlement and reporting. We also offer a range of technology courses, including one to accelerate your position in the world of ‘cloud’, covering both the technical and strategic/business elements.

We can also work closely with your organisation to develop in-house courses, helping to position offerings, articulate processes and provide a managed/outsourced delivery of the collateral created to your clients/partners. 

Bloomberg Centre of Excellence

With our team of Bloomberg expertise working alongside you, you’re maximising your success on that next transformational project. Collaborating will help reduce project risk, reduce project over-spend, and empower you for your next journey. We leverage over 50 years of Bloomberg experience, and, if we need further guidance, we can leverage our extensive network of Bloomberg associates.

You can choose to engage us on one or more individual activities, and/or, we can work with you to jointly achieve a more significant business change from start to finish. We can work across the Bloomberg Professional Services terminal, Bloomberg Data Licence or any of the Bloomberg Real-Time offerings such as B-PIPE, SAPI, etc

On completion, our aim is to ensure that your business gets the most out of Bloomberg’s services and that we leave you with a sense of empowerment.

“to have an accepted standard practice when it comes to data and analysis, having a go-to source for all data points which is consistently implemented across the business, a model which would allow us to grow efficiently with the highest quality output possible.”

— Head of Investment Support, U.K. Asset Manager 2022

Our mission is to provide a clear path for our customers to achieve success.