MGCI has
over twenty (25) years of experience in management consulting and advisory
services with a focus in business transformation in Financial Services. MGCI's
services include leading finance transformation programs addressing topics such
as business process outsourcing, financial systems implementation, merger
conversion and integration, performance improvement, process redesign, Program
& Project Management and regulatory compliance. MGCI partners with its
clients in the design, development and implementation of scalable, robust
solutions that capitalize on today’s opportunities and meet tomorrow’s
challenges.
How Can MGCI Assist Your Wealth Management Business?
MGCI's dedicated financial services advisory team will partner with you in addressing your business challenges and meeting your objectives. Our team of business, operations, technology and regulatory experts will assist with business transformation by:
1. Completing Operations & Technology Assessments. MGCI will conduct reviews of your current environment, documenting areas of redundancies or excessive manual efforts. Our team will run a comparison against industry best practices and identify any potential gaps. We will work with you to provide a roadmap of initiatives based on priorities.
2. Providing Program & Project Management. MGCI’s Business Advisory Team includes senior professionals that have worked in the industry at major banks, leading programs and projects. We also have PMO services to provide governance and management oversight.
3. Assisting with Data & System Migrations. Our team includes individuals with 'hands-on' experience converting data to meet new platform requirements. We also have experience leading software migrations and upgrades.
4. Identifying Regulatory Priorities. Our professionals include former regulators that are actively involved in working with legislators on the development of new laws and the actions required to meet the new legal requirements as they are defined, providing us with the ability to provide real-time guidance for your business.
Specific Operations, Reporting and Technology services follow.
Operations / Technology Assessment
MGCI will help design and implement business operations processes that leverage existing infrastructure and skills. We will also help you design and implement the strategy to help your business meet the needs of your customers. We can assist your firm to take into account the pace of change that your organization is comfortable with. MGCI can assist with current state assessments, Request For Information (RFI) and Request For Proposal (RFP) facilitation, and vendor selection through implementation efforts. Whether it is process improvement in a focused area of the asset management arena, or a complete redesign, such as implementing a new Wealth Management platform, MGCI will work with you to develop a thorough understanding of where you are now, where you want to be, and how to get there.
Project Management
MGCI offers Project Management experience and services include: Conversion Strategy; Planning/Implementation; SDLC Framework; Guidelines/Procedures; Business requirements/Functional Specifications/Traceability; Resource Planning/Procedures; Impact/Business process gap analysis; Scheduling/Validation; Contingency planning for technology and operations integration; change ad service delivery management. MGCI consistently completes projects on time and within budget, thanks to our disciplined approach to project management and our considerable hands-on experience with diverse initiatives in the Financial Services space.
Conversion and Integration
MGCI has the proven project management and technical expertise with most of the major trust accounting and wealth management platform to successfully manage your conversion or integration efforts while reducing financial and operational risk. See platform experience below:
Trust Accounting and Wealth Management Platform experience
SEI Trust 3000® A robust trust accounting system used by many major banks for their trust and custody departments.
SunGard’s Global Plus® is an integrated, real-time asset management and custody system product available through SunGard®
SunGard's AddVantage® is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing (STP) for front-to back-office operations
Contract VISION® Programming
MGCI provides professional contract VISION® programming services for both new development and support of existing code. Scarcity of experienced in-house VISION® developers makes it increasingly attractive for financial institutions to outsource VISION® programming efforts. To be effective and competitive in the development of supporting financial software requires a multi disciplinary team effort, the ability to effectively communicate design features and business experience. MGCI's staff of developers and analysts possess these desired attributes and collectively has several decades of VISION® experience. MGCI is also able to offer assistance in the development of proprietary efforts.
SunGard®’s VISION®, is a robust report writer tool for comprehensive data reporting included with the Global Plus® product.
Global Plus® is an integrated, real-time asset management and custody system product available through SunGard®.
© Michael Gary Consulting, Incorporated (MGCI) All rights reserved.
How Can MGCI Assist Your Wealth Management Business?
MGCI's dedicated financial services advisory team will partner with you in addressing your business challenges and meeting your objectives. Our team of business, operations, technology and regulatory experts will assist with business transformation by:
1. Completing Operations & Technology Assessments. MGCI will conduct reviews of your current environment, documenting areas of redundancies or excessive manual efforts. Our team will run a comparison against industry best practices and identify any potential gaps. We will work with you to provide a roadmap of initiatives based on priorities.
2. Providing Program & Project Management. MGCI’s Business Advisory Team includes senior professionals that have worked in the industry at major banks, leading programs and projects. We also have PMO services to provide governance and management oversight.
3. Assisting with Data & System Migrations. Our team includes individuals with 'hands-on' experience converting data to meet new platform requirements. We also have experience leading software migrations and upgrades.
4. Identifying Regulatory Priorities. Our professionals include former regulators that are actively involved in working with legislators on the development of new laws and the actions required to meet the new legal requirements as they are defined, providing us with the ability to provide real-time guidance for your business.
Specific Operations, Reporting and Technology services follow.
Operations / Technology Assessment
MGCI will help design and implement business operations processes that leverage existing infrastructure and skills. We will also help you design and implement the strategy to help your business meet the needs of your customers. We can assist your firm to take into account the pace of change that your organization is comfortable with. MGCI can assist with current state assessments, Request For Information (RFI) and Request For Proposal (RFP) facilitation, and vendor selection through implementation efforts. Whether it is process improvement in a focused area of the asset management arena, or a complete redesign, such as implementing a new Wealth Management platform, MGCI will work with you to develop a thorough understanding of where you are now, where you want to be, and how to get there.
Project Management
MGCI offers Project Management experience and services include: Conversion Strategy; Planning/Implementation; SDLC Framework; Guidelines/Procedures; Business requirements/Functional Specifications/Traceability; Resource Planning/Procedures; Impact/Business process gap analysis; Scheduling/Validation; Contingency planning for technology and operations integration; change ad service delivery management. MGCI consistently completes projects on time and within budget, thanks to our disciplined approach to project management and our considerable hands-on experience with diverse initiatives in the Financial Services space.
Conversion and Integration
MGCI has the proven project management and technical expertise with most of the major trust accounting and wealth management platform to successfully manage your conversion or integration efforts while reducing financial and operational risk. See platform experience below:
Trust Accounting and Wealth Management Platform experience
- SEI
Wealth Platform (SWP)® Certified Implementation Consultant
- SEI
Trust 3000®
- SunGard
Global Plus®
- SunGard
AddVantage®
- Other
major as well as proprietary Trust Accounting & Wealth Management
platforms.
SEI Trust 3000® A robust trust accounting system used by many major banks for their trust and custody departments.
SunGard’s Global Plus® is an integrated, real-time asset management and custody system product available through SunGard®
SunGard's AddVantage® is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing (STP) for front-to back-office operations
Contract VISION® Programming
MGCI provides professional contract VISION® programming services for both new development and support of existing code. Scarcity of experienced in-house VISION® developers makes it increasingly attractive for financial institutions to outsource VISION® programming efforts. To be effective and competitive in the development of supporting financial software requires a multi disciplinary team effort, the ability to effectively communicate design features and business experience. MGCI's staff of developers and analysts possess these desired attributes and collectively has several decades of VISION® experience. MGCI is also able to offer assistance in the development of proprietary efforts.
SunGard®’s VISION®, is a robust report writer tool for comprehensive data reporting included with the Global Plus® product.
Global Plus® is an integrated, real-time asset management and custody system product available through SunGard®.
© Michael Gary Consulting, Incorporated (MGCI) All rights reserved.