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Recent projects include client/sales MI requirement definition and system architecture analysis; one-off snapshot analysis of large volumes of trade data; advice and support for client revenue budget definition; and design and delivery of reporting mechanisms to optimise the feedback of client/sales MI to client-facing staff.

Our consultancy services are informed by our day-to-day experience of providing technical and administrative support to large investment banking clients.

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Our Methodology – FIOS Velocity

We have also taken our day-to-day experience of implementing FIOS and providing technical & administrative support to large investment banking clients and developed a methodology called FIOS Velocity. We use this to advise Investment Banks on either implementing or improving their own client/sales revenue tracking systems.