Operational Optimization

Operational Optimization

Our operational experts are well versed in pre and post trade processes, and are up-to-date on current industry trends and practices. This allows us to provide creative and effective solutions, and to develop efficient systems of operation that contain and reduce costs, not only for today, but for the long term as well.

With your participation, we develop strategic and tactical plans to help you overcome your toughest challenges. We work with you hand-in-hand to set those plans in motion until your goal is achieved and your problem solved. We provide a specialized skill-set when your current need does not justify a full-time employee.

Working with CFS means effective and timely expertise because you get exactly what you need and nothing you don’t. Period.

Operational Experts

We are experts dealing with operational requirements including:

  • Product Development
  • Process Modeling/Reengineering
  • Straight-Through Processing
  • Implementations / Conversions
  • “Operational Leveling” for new business acquisitions.
  • Operational Optimization Aside

    • Portfolio / Research Analysts
    • Financial Reporting
    • Order Management
    • Fund Accounting
    • Trade Support
    • Quality Assurance / Testing