As a reference in the investment services industry, DynaFin has an extensive knowledge of Invest products and services, as well as the regulatory environment, the tax rules and the Industry actors. Based on this profound knowledge, our skilled consultants provide our clients with front to back securities services expertise.
1. Implementation of a web platform for Retail clients
For an Asset Manager, looking to distribute its products directly to the retail clients without distribution network, we advised on the offer of service to develop on a web platform. After this first stage, we support our client in the definition of the target operating and architectural model, before selecting the right partner. We managed the assessment of potential providers and, finally, successfully implemented the chosen solution.
2. Securities Business Outsourcing Solutions
Our consultants participated in the major part of Securities BPO projects:
- On clients’ side, they give advices on existing solutions, prepare business case, select provider and assist on implementation.
- On providers’ side, they assist on the services offer development and documentation, market studies and on-boarding of new clients.
3. Offshoring and inshoring of Invest services
For several years already, we assist multiple clients in managing the day-to-day operations. Our operational experts not only run the daily business, but also assist in nearshoring initiatives of our clients, in which they document the processes and train the future teams who will take over the processing activities.