An introduction to the skills and services of Matter Consulting

1. Matter Consulting
Introduction
Brian Monks

2. Who are we?
• Specialist Financial Services and Asset Management
Consultancy
• Delivering operational strategy, change management and
process analysis
• Collaborative, flexible and focused approach
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3. Why Matter?
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4. The team
• Skilled Business Consultants with Financial Services experience
– Range of highly skilled market practitioners
– Average 15yrs industry experience
– Blend of experience and skill sets
– Support of the Matter network
• Matter Associate programme
– Flexible range of highly skilled Matter associates
– Benefit of being part of the Matter team
– Security of Matter support
– Rapid team mobilisation
• Flexible resourcing
– Long/short term
– Teams or single resource
– Programme and project managers
– SME’s
– Interim Management
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5. Where we operate
• Operations
– Client Money & Asset Administration
– Middle and back office
– Trade control/ box management
– Data management
– Performance measurement
– Client reporting
• Outsourcing
– WRAP & Fund Supermarkets
– Transfer agency
– Investment administration
– Fund accounting
– Client reporting
• Regulation and Compliance
– Client Money
– Risk management
– Regulatory controls
– Due diligence
• Financial Reporting
– Accounting period processes
– Forensic reconciliation
– Account code mapping
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6. What we do
• Operational Consultancy
– Business re-engineering
– System and service provider selection
– Operating model review
– Benchmarking
– Best practice review
– Operational health checks and optimisation
– Due diligence
– Contract negotiation
• Business Process Analysis
– Practitioner level process analysis and mapping
– Business verification
– Peer analysis
• Implementation
– Planning
– Migration
– Project/program management
• Data Management
– Data policy
– Standing, static, market and reference data
– Outsourced data control
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7. Current market focus
• Supporting change volume
– budgetary constraints and conflicting priorities
– achievable and credible planning
– shortage of particular skill sets (e.g. Risk and Project Management)
• Cutting costs
– minimise operational losses
– maintain service levels while achieving best value
– benchmarking and contract re-negotiation
• Optimising the operating environment
– manage risk and profitability through operational efficiency
– creating flexibility in operating models to absorb change
– outsourcing, shared services and global models
• Managing risk and being compliant
– punitive capital penalties for framework deficiencies under Solvency II
– increase focus on Governance
– Growing number of FSA S166 reviews
• Data Governance – raising the bar
– data model and architecture
– data completeness, accuracy and appropriateness
– validation and evidencing
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8. contact details
– Email
• bmonks@matter-consulting.co.uk
– Mobile
• +44 (0) 7765 890 867
– Web Address
• www.matter-consulting.co.uk
This document has been prepared for the intended recipients only. To the extent permitted by law, Matter Consulting Ltd does not
accept or assume any liability, responsibility or duty of care for any use of or reliance on this document by anyone, other than (i) the
intended recipient to the extent agreed in the relevant contract for the matter to which this document relates (if any), or (ii) as
expressly agreed by Matter Consulting Ltd at its sole discretion in writing in advance.
© 2010 Matter Consulting Ltd. All rights reserved. ‘Matter' refers to Matter Consulting Ltd (a limited liability company in the United
Kingdom) or, as the context requires, other member firms of Matter Consulting Ltd, each of which is a separate and independent
legal entity."
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