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 S Y S T E M   A S S E S S M E N T S
 
For organizations facing new mandates this year, you may need independent, objective advice regarding your organizational and systems readiness to meet the challenge.

We can assess your current workflows and infrastructure, make recommendations for improvements, and implement the opportunities that would provide the best return.

Assessment Targets
Corbeau Technologies has been working with financial systems since 1998 and has been engaged at a variety of clients, both large and small. In that time, Corbeau has developed an understanding of "Best Practices" for many financial systems, and is prepared to make that information available to you:
  • Front-Office: Analytics, Trading, CRM
  • Middle-Office: Client Reporting, Data Warehousing, Performance Measurement
  • Back-Office: Accounting, Corporate Actions, Reconciliation

    Solution Highlights
    All of Corbeau's Assessment Solutions are customized to your specific needs, but the general solution includes the following elements:
  • Conduct interviews with business users and IT staff on their use of the existing system, the system's data inputs and outputs, and their expectations for implementing upcoming mandates
  • Identify existing workflows and procedures related to your financial application on a desk-by-desk basis (Portfolio Management, Compliance, Trading, Operations, etc) including high-level data flows currently inbound to or outbound from the financial system
  • Examine the current system configuration and determine what should be adjusted to better support both existing needs and the upcoming mandates
  • Conduct a Final Presentation meeting with your stakeholders to deliver Corbeau's findings

    • Contact Us  |  The Efficient Implementation Program™  |  Emissary™ Integration & Reconciliation Phone: 609.896.1500
    Fax: 609.896.1525
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