Ailancy

Our business expertise

Investment Services & Asset Management

The Investor Services & Asset Management Business Team supports asset managers and their service providers (custodians, asset servicers, IT platforms) in France and Luxembourg on their key transformation projects: offers, IT operational model, regulatory alignment , digital. In more than 15 years, we have built unique knowledge of our clients’ businesses, market trends and best practices to carry out the most complex projects.

Our continuous regulatory watch and monitoring of the latest business trends allow us to remain at the forefront of the market and provide regular advice to the General Management of our clients in advance of the implementation of their strategic choices.

In order to adapt to our clients’ specificities, we build tailor-made approaches capitalizing on our methodology and know-how. We intervene throughout the life cycle of projects: audit and diagnosis (projects, organization and IT), management of RFI / RFP (selection of service providers and IT editors), benchmarks, regulatory framework, review of operational models, process optimization, remediation, change management and of course project management.

All managers of our Business Team are AMF certified.
homme_utilisé_dans_les_expertises_img

Use case

Use case 1

For a French Asset Manager with an international presence – Transformation and digitalization of the product life cycle.

Use case 2

For an international Asset Servicing leader – Assisting General Management following the integration of a major competitor.

Use case 3

For a European player in retail conservation – Definition of the IT strategy for the overhaul of its back-office platform

They trust us :

valise_logo

Want to join us ?

MAKE A CAREER AT AILANCY
Ailancy is recruiting. If you share our values ​​of entrepreneurship, team spirit and excellence, then let's meet!

For a French Asset Manager with an international presence - Transformation and digitalization of the product life cycle.

  • Review of the processes and governance of the product life cycle: creation, modification, merger, closure, etc.
  • Creation and deployment of a workflow and data entry tool covering the entire Product Lifecycle process,
  • Management of the tool’s development: animation of UX workshops with users, organization and coordination of test phases,
  • Leading change management activities: training sessions, daily support, preparation of communication and information materials (FAQ, dedicated web page, user guide).

For an international Asset Servicing leader - Assisting General Management following the integration of a major competitor.

  • Analysis of the existing, detailed benchmark of the market practices
  • Definition of the post-closing target organization,
  • Preparation of short and medium term integration initiatives,
  • Definition the target organizational model,
  • Formalization and implementation of target processes,

For a European player in retail conservation - Definition of the IT strategy for the overhaul of its back-office platform

  • Analysis of the existing processes across the international entities,
  • Definition of a common operational model,
  • Writing and reviewing an RFP with tools editors,
  • Analysis of alternative scenarios: internal developments, partial outsourcing of certain activities,
  • Detailed framing of the scenario retained on the financial, staffing and planning aspects
  • PMO of implementation