Advisory is designed to provide firms a defined-term consulting engagement that leverages our technology, legal and capital markets expertise to identify workflow automation opportunities. It is aimed at helping market incumbents drive forward a policy of “process automation” of complex and highly manual workflows.

The exercise focuses on specific asset classes and involves a deep dive into relevant processes, systems, services and data flows, while keeping stakeholders fully involved. A typical engagement takes between 20 and 40 days, and the output of this work can be used to plan and navigate future direction in the digital investment banking landscape.