Services2018-04-23T10:52:59+00:00

Consulting

SENIORITY, COMMITMENT AND CONTENT

As an experienced consulting firm, we combine strategic planning and consulting with tailor-made implementation of high quality. Our consulting team has extensive industry knowledge and many years of practical experience within the financial sector.
We think in tandem with our clients and work with you to develop optimization and outsourcing solutions that are precisely tailored to your needs. Beyond our familiarity with the processes of capital management companies, we also master the implementation of the developed concepts in the corresponding IT systems. This makes us a strategic partner with a particularly strong, practical relevance.

Working with you in unison, we have the necessary interdisciplinary interfaces at our disposal to comprehensively record your workflows and consider all relevant aspects. This enables us to implement the determined optimizations successfully and consistently in your structures.

We help you to optimise
your processes.

Test Management

Our experts advise and support you in critical areas of test management in regards to regulatory and sourcing projects.

This entails the full package of test coverage, including test design, test case creation, test automation, defect management, etc. Our services are based on the relevant processes of the value chain in Asset Management:

 

Target operating models (TOM) and sourcing

We advise you on sourcing decisions and the strategic question of make or buy. In the case of make, we support you in conception, planning and implementation. With buy, we help you to identify the ideal service provider(s) and guide you throughout the process. We support you from the invitation to tender, through decision making and to the final connection to the new service provider(s).

Project and program management

We help you manage and implement regulatory implementation, sourcing, IT, organisational and implementation projects. Our methodological competence and functional know how is essential, especially for time-critical projects.

Digital transformation of the value chain

We take care of harmonizing your IT architecture (front-to-back) and support you in establishing a cost-optimized client support (harmonization of service providers, data, etc.).

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Further information about our consulting services.

Summary of the itechx Symposium on 9 November 2018

16. Nov 2018|

“Digitalisation as Driver of Innovation and Change in the Financial Sector” The symposium of the itechx GmbH at the Hilton Frankfurt/Main on 9 November 2018 addressed the topic of digitalisation in the financial sector. Ulrich [...]

itechx Symposium at the Hilton Hotel Frankfurt on 9th November 2018

9. Oct 2018|

For this year’s Autumn Symposium, we will again cover the exciting topic of Digitalisation and have therefore given our event the title: Digitalisation as Driver of Innovation and Change in the Financial Sector Due to [...]

Summary of the itechx symposium on 10 November 2017

30. Nov 2017|

“Digital Transformation in Asset Management – Potential, Strategy and Possible Solutions” This was the motto of this year's autumn conference of itechx GmbH on 10 November 2017 at the Hilton Hotel in Frankfurt am Main, [...]