Platforms

Wrap, Supermarkets, Investment, Infrastructure, Execution Only, Funds, Equities, Custodians, Investor Records, Trading & Execution, Settlement etc.

Conach has worked with, for and within a vast array of Platforms and Platform types. Conach have been involved in proposition design, marketing strategies, product design and manufacture, processing rule generation, instrument capability enhancement, operational process engineering  and regulatory change since 1999.

Private Wealth

Private Client Investment Management, Private Banks, Wealth Managers, Centralised Investment Propositions etc.

Conach has extensive experience working with these firms. Conach has delivered change programmes ranging from full investment accounting systems implementations through operational process enhancements, Back Office Outsourcing integrations and CIP integrations through Platforms.

Advisers

Independent or Restricted propositions, Financial Planners, Execution Only Propositions, Guided Architecture Solutions etc.

Conach can assist in the Platform selection and ongoing due diligence process. It can also help ensure that your processes are optimised to take advantage of your platform or platforms of choice. We can also help with your proposition, market positioning, pricing, and messaging to deliver competitive advantage and maximise revenues.

Strategy

Overall Propositions, Market Positioning, Product Rollout, Infrastructure, Operating Model, Systems Selection, Tools, Integrations etc.

Conach has a successful and demonstrable track record in developing and delivering strategies within businesses that support and enhance their overall proposition and in return generating increased revenues.

Regulation

The Financial Services Industry is governed by Regulation. The Financial Conduct Authority have set out various rules and regulations that all Firms within this sector have to conform to and abide by. Directives, Clarifications, Discussion Papers, Consultation Papers and Final Guidance all shape the way in which Financial Products and Services are delivered to the consumer. These regulations will have relatively minor impacts on businesses and their implementation programmes, others, such as the RDR are of seismic proportions and reverberate across the industry.

Keeping up with Regulatory Change is important, interpreting that Change within your business more-so, but at Conach we believe that being able to recognise, not just the change itself, but the impact of that change, including unintended consequences is critical to a businesses ability to react in the most efficient and cost effective manner. Not only to achieve compliance, but deliver competitive advantage

Design

Proposition, Financial Product, Operational Process, Instrument Capability, Marketing Strategy etc.

Through its position within the Financial Services arena Conach is able to deliver real world experience to your business in the design and overall experience associated with Change. Conach knows what good design looks like, and can also recognise the bad. Simplicity of concept and approach is key.

RDR, CASS, COBs, COLL, TRUP, MIFID, FATCA......