Why Partner with 718?
Why Partner with 718?
Why Partner with 718?
Mitigate Risk, Save Time and Money
- We figure out and prioritize what is really needed and attainable, how to do it, and who to do it with.
- Our solutions are incrementally attainable.
- Our process and plans are either proven or designed to solicit feedback (voice of customer/user) feedback and accommodate change readily.
The Three Fundamentals of Our Success:
- Cross-Functional Capability - leadership and subject matter expertise spanning business, technology, and operations.
- Collaboration – leveraging the expertise of our clients and partners to achieve success.
- Elucidation - our ability to determine appropriate solutions in uncharted and discovery scenarios. We continually listen, learn, apply and adapt.
Experience
Why Partner with 718?
Why Partner with 718?
- 30+ years of cross-functional experience in financial technology and operations.
- Successfully delivered 50+ large-scale transformation/change projects to financial services clients.
- Partnerships and Business Function Integration - No firm can or should attempt to do it all. We can propose and introduce mutually aligned appropriate alliances.
- Expertise that spans RIAs, Hedge Funds, Private Equity, Venture Capital, Family Offices, Wealth Management Firms, Pensions / Endowments / Foundations, and Investment Allocators.
- Our clients and experience span startups that need to scale and grow efficiently through stage transition and established firms that can leverage specialized assistance to introduce or accelerate new/appropriate technologies, processes, and methodologies.
- Extensive working knowledge and have contributed key product functionality to many world-leading portfolio management, client reporting, partnership accounting, research, and CRM software systems.
Services
Business Transformation and Readiness
Financial Operations and Technology Consulting
Financial Operations and Technology Consulting
Our Transformation Evaluation & Planning Services Include:
- Strategy Formation and Validation.
- Customer - Reimagine & Innovate the Experience.
- Operations Business Function / Service Delivery Evaluation.
- Business Function Integration – Looking Beyond Shared Services.
- Appropriate Technology.
- Culture – Leadership & Organizational Structure.
- Team Composition - Talent & Partnership Sourcing.
Financial Operations and Technology Consulting
Financial Operations and Technology Consulting
Financial Operations and Technology Consulting
- Collaborating with Family Offices and Investment Advisors to establish efficient, scalable, and reliable financial and technology operating models.
- Enabling startups to evolve and scale as they transcend seed, startup, growth & expansion stages.
- Assisting established firms to transform their internal operations.
Management and Methodologies
Strategy Planning and RFI / Proposal Management
Strategy Planning and RFI / Proposal Management
- Growth Frameworks - EOS and Scaling UP.
- Change, Product, and Project management consulting across startups through established corporations.
- We help you evaluate the appropriate methodology for your business functions and projects.
- Assistance with the adoption of Agile methodologies and frameworks.
Strategy Planning and RFI / Proposal Management
Strategy Planning and RFI / Proposal Management
Strategy Planning and RFI / Proposal Management
- Extensive experience in RFI's and evaluation projects. We offer authoring and selection services across technology and business function providers. Commencing with participant selection, authoring/requirements definition, response evaluation, selection, and contract review.
- Optional follow-on services providing management for onboarding and conversion projects.