Operate for Financial Services

Customer expectations and go-to-market complexity are rising while teams are being asked to do more with less. We help you run and enhance marketing and distribution operations—improving speed to market, campaign execution, and performance insight through scalable operating models and managed services. 
Offerings: 

• Marketing & Campaign Operations
• Salesforce
• Adobe Managed Services

Finance Operate helps you run and continuously improve your finance function by combining specialized finance talent with enabling technology. We deliver scalable managed services across planning and analysis, finance operations, controllership, accounting and reporting, treasury, and tax—improving close, controls, and decision insight. 
Offerings:

• Fund finance 
• Fund Account & Administration
• SPV Accounting

Investment Operations operating models are under pressure from growth, product complexity, and increased reporting demands. We support end-to-end investment operations with scalable execution, stronger controls, and improved transparency—helping you reduce operational friction while maintaining service quality. 
Offerings: 

• Middle & Back Office Operations

High-value analytics and artificial intelligence depend on trusted data, governed processes, and practical enablement. We help you operationalize data and AI—from day-to-day data services to governance and reusable accelerators—so teams can deliver faster outcomes with more confidence. 
Offerings:

• Investment Data AMS
• Data Governance and Operations
• AI Foundry and Enablement

Modern platforms require continuous delivery, resilient operations, and engineering discipline—not just “keep-the-lights-on” support. We provide build-and-transform services that accelerate delivery, improve reliability, and standardize engineering practices across cloud and application environments. 
Offerings: 

• Cloud Development and Managed Services
• Engineering as a Service
• Quality Engineering as a Service

Cyber threats and technology risk are evolving quickly, and organizations need operational capabilities that can keep pace. We help you improve detection, response, and risk management with services designed to strengthen resilience and reduce exposure across critical environments. 
Offerings: 

• Cyber Ops

Regulatory expectations and stakeholder scrutiny require strong controls, demonstrable oversight, and repeatable compliance operations. We help you execute testing, monitoring, and remediation at scale—enhancing governance, strengthening documentation, and improving readiness for exams and audits. 
Offerings:

• Anti-Money Laundering (AML)/Know Your Customer (KYC)
• Controls testing
• Middle/Back-Office oversight 
• Service provider oversight/Branch exams 
• Due Diligence and Inspection Managed Services
• Compliance and Operational Remediation 
• Investment Compliance Contract Analysis, Rule Coding and Testing
• Regulatory Reporting 
• Model risk management/Trustworthy AI

Enterprise functions are being asked to modernize while protecting financial integrity, employee experience, and operational continuity. We help you operate and improve core enterprise services with scalable, cloud-enabled delivery models that support transformation without disrupting the business. 
Offerings:

• Cloud Finance 
• HR Cloud Operate
• IT Operations
• Transformation as a Service