PBI Business Advisory
PBI Advisory Practice equips alternative asset managers with the necessary tools and expertise to modernize their operations.
By integrating advanced technology, refining data governance, and streamlining workflows, firms can achieve enhanced efficiency, scalability, and optimal outcomes.
PBI Advisory Practice
Built for Market Complexity
Our approach is not about a holistic change, but rather understanding the managers’ environment, comprehending the financial ecosystem, and adapting to the evolving landscape. This ensures alternative asset managers are well-prepared to navigate the complexities of contemporary financial markets and position themselves for sustained success.
Middle & back Office Review
A thorough examination of middle and back-office functions is essential for identifying inefficiencies and areas requiring improvement. PBI Advisory Practice initiates this process with an in-depth analysis of current procedures, systems, and workflows. This review consists of:
- Assessing data governance practices to ensure data integrity, consistency, security, and accessibility.
- Analyzing operational workflows to pinpoint bottlenecks and redundant processes.
- Best in class solutions with evolving industry landscape
Technology Review
Technology is pivotal to digital transformation. PBI will conduct an exhaustive review of the technology infrastructure to ensure it aligns with the firm’s strategic goals including:
- Infrastructure: Evaluating the robustness and scalability of the existing IT framework.
- SOC: Assessing the efficacy of security operations centers in safeguarding sensitive data.
- Tech Stack: Reviewing the current tech stack to identify opportunities for modernization and integration.
- IT Budget Optimization: Review your current spend across all of IT and see where optimizations are possible.
- Operational Efficiency: Review entire IT organization setup and optimize.
Data Governance
Effective data governance is crucial for maintaining data quality, ensuring regulatory compliance, and improving data accessibility. PBI specializes in:
- Implementing data governance frameworks that enhance data accuracy, consistency, security, and accessibility.
- Refining data management practices to facilitate better decision-making and reporting.
- Ensuring adherence to relevant data protection regulations.
Optimized Workflows
Optimizing workflows is fundamental to achieving operational efficiency and scalability, helping alternative asset managers with:
- Redesigning workflows to eliminate redundancies and streamline processes.
- Deploying automation tools to reduce manual intervention and increase accuracy.
- Developing standardized procedures to ensure consistency and reliability.
Full-service engagement Models
The current state analysis provides a detailed overview of the existing setup, highlighting areas that necessitate attention and enhancement. This phase involves:
- Mapping out present workflows and processes.
- Identifying gaps in technology and data management.
- Assessing the scalability and efficiency of current operations.