Consulting Overview

Technology and Operations Consulting to Leaders in Financial Services

TwoFour Consulting is a strategic and tactical consulting partner for banks, brokerages, hedge funds, and asset managers and provides years of project experience across domains such as foreign exchange, prime services, fixed income, wealth management, market & credit risk, portfolio management, and cash management.  We leverage our experience and expertise to engage our clients and provide:

  • Subject Matter & Domain Expertise
  • Application Development & Delivery Teams
  • Operations Optimization Teams
  • Project Leadership & Governance

Subject Matter & Domain Expertise

TwoFour Consulting provides professional consultants with extensive real-world experience and expertise across capital markets:

  • Foreign Exchange
  • Prime Services
  • Fixed Income
  • Wealth Management
  • Market & Credit Risk
  • Portfolio Management
  • Cash Management
  • Asset Management

Application Development & Delivery

TwoFour Consulting’s Application Development & Delivery Practice provides collaborative expertise to assist clients with mission critical initiatives in the following areas:

  • Custom financial systems and client portal planning, analysis, development, and testing
  • System search, selection & implementation
  • Establishing clearly defined SDLC methodologies
  • Establishing robust user acceptance testing programs
  • Project recovery & risk management

Our consultants provide leadership and execution for all roles in the software development life-cycle:

  • Project management
  • Business analysis & domain expertise
  • On-shore development
  • Quality Assurance

Additionally, our consultants have extensive experience working with a broad range of technologies including, but not limited to:

  • RIA technologies such as Flex, HTML 5, and Google Web Tools (GWT)
  • .NET technologies including C# & Win Forms
  • A broad array of Java technologies
  • A broad array of database technologies

Operations Optimization

TwoFour Consulting’s Operations Optimization Practice provides collaborative expertise to assist clients with mission critical initiatives in the following areas:

  • Business process re-engineering
  • Process improvement assessment & execution
  • Risk & regulatory assessment & execution
  • Process automation through technology
  • Proactive tactical operational support
  • Establishing standards programs, reporting & metrics

Project Leadership & Governance

TwoFour Consulting’s Client Services Organization and Project Management consultants place a strong focus on project governance including project management, status reporting, project communications, and relationship building to deliver a high-level of project visibility for our clients.  This transparency mitigates project risks and ensures expectations are always set.

Building upon integrated strategies that maximize productivity, improve efficiency and sharpen competitiveness, TwoFour’s goal is to develop practical and achievable solutions using proven technologies.