Strategic Planning Venture consultants can help you analyze your current infrastructure, recommend cost-saving solutions, and implement critical improvements to your business operation and the technology that supports it.
Representative Projects include:
New Investment Product Rollout
Venture was asked to work with the leadership of a major financial services
firm to develop a strategy to roll out a new investment product, 529 Plan.
Venture was responsible for defining new business workflows throughout
the organization and developing business specifications to support the
evaluation of internal applications and vendor packages to perform the
recordkeeping for the product.
Business Process Redesign for Accounting and Pricing of Mutual Funds
Venture was commissioned by a major financial institution to provide
JAD (Joint Application Development) Facilitation Services and define new
business workflow processes to support a new application in the accounting
and pricing of mutual funds. JAD sessions included workshops with up to
20 participants, each representing different areas of the company. Venture
defined new operational work processes to support this client and documented
the calculations required to support fund accounting.
Business Models for Investment Compliance
An investment operations group brought Venture on board to evaluate
and develop business models for investment compliance. The project scope
included an assessment of organizational structure and functions. Venture
then delivered options and recommendations for compliance service models
to support investment professionals, liability models, trading support
models, and product ownership models. Venture defined compliance tests
and ownership at each stage of the trade cycle and articulated historical
data requirements to meet future compliance reporting and testing requirements.