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worldflow Critical Review™

This solution aims to meet client desire for improved asset retention and growth in AUM, focusing in particular on the need for stronger customer confidence.

worldflow specifically targets this solution at Private Banks, Wealth Managers, Investment Managers and Hedge Funds.

The key deliverable is an operational efficiency review of the client’s risk management, control and reporting environment. It focuses on ten key control and risk areas.

Example areas of action might include valuation/pricing, risk management, data quality, disaster recovery/business continuity, audit, client reporting, distribution and order management.

Issues are clearly documented with a detailed impact and severity analysis.

Pragmatic recommendations are presented with fact-driven impact analysis, detailing the benefits and savings achievable.

The solution is marketed at a fixed price and carried out over typically 4 to 6 week period.