We've worked in finance, at vendors and as clients, so we know what to look for and help you find value
Short term projects from 1 to 6 months. We start with understanding what your business needs are. Then we examine the invoices to align those needs to what you actually pay for. After, we categorise our recommendations into short term wins, medium term changes and a long term data strategy
Medium term projects from 6 to 24 months. When it comes to displacements, we understand business and data workflows better than others. This helps us work faster, bring users on board and help you save money sooner. We can run the whole project or lead it, using your teams
Long term projects which are ongoing. We act as outsourced Market Data experts to complement and support your existing teams. This can range from vendor due diligence and negotiations, exchange policies and audits, sourcing new data or desktops, and other advice to help business stakeholders
Our founder, Rex Kumaran, ran sell side desks across multiple asset classes, worked at the largest financial data firms on desktop, data and digital strategy and was COO of a fintech managing a data management transformation. Our wider team comprises of ex-industry professionals. Together, we deliver strategy based on understanding all user and tech needs
Our expertise covers the major data providers' commercial models, desktop rationalisation and exchange reporting. We can help with data spend analysis, vendor consolidation, compliance audits and peer reviews. We can also help oversee any system changes involving PMS, Custody Platforms, Data Aggregation and Client or Trading Portals
Our clients include a large Canadian bank and a large global fintech. Previously, we have worked with global and regional banks and large asset and wealth managers. We believe in honesty, diligence and transparency and will only engage with clients where we think we can make a meaningful difference. Get in touch for a no obligation discovery meeting