Digital Transformation Consulting

When you need expert advice or world-class best practice and implementation leadership, Finomial is standard.

Digital Transformation Consulting

Digital transformation is about using technology to solve traditional problems without compromising on efficiency or quality. A well-implemented digital transformation can improve the client experience and allows you to focus on business and revenue growth.

To implement a digital transformation properly, you’ll need a software platform that has the flexibility to support any business configuration.

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Process Design

Implementing a digital transformation and eliminating manual processes and paper documents often requires organizational transformation. Our teams can work with you to design an end-state process, and then ensure your processes and systems support that vision so you can focus on business growth.

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Workflow Automation

Determining what steps in a workflow can be automated depends on many factors, including your internal risk policies and your priorities for the client experience. Finomial helps you automate where it matters most to you.

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Data Loading

The tools for data loading within Finomial’s client lifecycle management platform enable rapid go-live, and our consulting teams make the entire data loading process seamless.

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Document Loading

Client documents are often siloed in content management systems or saved on shared drives. This is a common issue during a digital transformation. Finomial tools and teams enable you to have a single platform for all client data and documents. Document metadata combined with the Finomial rules engine then further drives your compliance process.

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Real-time Data Integration

Finomial APIs enable real-time data integration with downstream systems such as investor allocations, transfer agency and data warehouses.

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Workload Balancing

Our client lifecycle management platform is designed for geographically-dispersed teams with country-specific data privacy and data geo-location requirements. Our consulting team can help you ensure the right teams handle the right data at the right time during and after your digital transformation.

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Data Cleansing

Digital transformation often stalls on data quality. We have extensive expertise in automated data cleansing, data cleansing projects, and data harmonization that enables us to work with you on the heavy lifting without compromising on quality.

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Data Quality Management

One-off data cleansing combined with a process and technology for data quality management ensures you avoid creating new problems during a digital transformation and allows you to focus on revenue growth.

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Digitize the Client Experience through Digital Transformation

Finomial provides strategic guidance and leadership for bringing together teams across your organization during a digital transformation to define digital strategy, ensuring that everyone within the organization is on board. With Finomial, you define the strategy and the platform will follow.

Would you like to know more about our Digital Transformation Consulting?