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As the financial services industry grapples with the challenges of the economic turmoil, companies need to reevaluate strategies and develop business models to stave off trouble, build strength for the future and when possible capitalize on opportunities. Companies with a robust and carefully crafted business strategy and with business models enabled by technology will be better equipped to thrive in these challenging times.
With experience in servicing some of the largest financial services companies, Mastek co-creates and crafts unique technology enabled solutions to defined business challenges and helps clients gain a competitive advantage. Our domain expertise coupled with a willingness to take accountability for business results makes us a partner of choice for our clients.
Mastek works with you from strategy to services and from conceptualization to implementation. Our architectural perspective combined with deep domain expertise, thought leadership and technical competence helps us build superior solutions that are practical and cost effective for clients across brokerage, financial advisory and asset management space.
Our offerings span the following four core areas:
Consulting & Strategy
Thriving in today's tough economic situation requires a unique combination of innovative thinking and disciplined implementation.
Wealth Management firms need to review internal processes, business models and business functions and explore how best technology can optimize and empower them survive and thrive in these challenging times.
Our Consulting and Strategy consultants work with senior management at our wealth management clients to adopt a mindset that the right technology investments can significantly add business value and improve business performance. We help clients choose the right course of action, fusing together executable strategy, operations and technology.
Our Consulting Services are spread across:
- Business Strategy, Market Assessment and Competitive Analysis
- IT Strategy, Architecture Definition and Planning, and Transition to SOA
- Future State Envisioning and To-Be state Business Architecture
- POD (Point of departure) to POA (Point of Arrival) Transformation Roadmap
- Baby Boomer Strategy
Functional Solutions
Mastek collaborates with clients to co-create value and architect change through a spectrum of functional solutions. Our team of experts help clients cost-effectively acquire the capabilities they need in the front, middle and back office to strengthen relationships and grow the business.
Our capabilities ranging from direct client facing functions to back office functions, allow us to develop the most scalable and robust technology backbone solutions for our clients.
Our functional solutions enable banks, brokers, insurance carriers and correspondent clearing firms to solidify their customer relationships, improve advisor satisfaction and drive profits.
Our Functional Solutions include:
- Advisor Workstation
- Financial Planning Tools
- Client Online Portals
- Portfolio Accounting and Performance Reporting
- Portfolio Management and Rebalancing
- Trade Order Management
- SMA (Separately Managed Accounts) Platforms
- Customer Service Platform
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