City Integration were engaged by a UK-based Hedge Fund to run an RFP covering a full Front to Back re-platforming of their investment and downstream processes
Of specific importance was optimising their shadow NAV platform and surrounding processes, as well as replacing their in-house pre-trade Compliance platform
Our consultants worked with the business to capture and document their requirements and draft the RFP before issuing to a longlist of potential partners and managing the responses and Q&As before collating results and presenting back to stakeholders
Once the RFP had concluded and partners selected, the client took the implementation in-house ultimately ending up with a headcount reduction of approx. 15 FTE as a result of their efficiency gains