Expertise 03 · Transformation
Transforming operations without stopping production.
We run the programmes that reach the core of operations: mergers, system migrations, service provider changes and product launches.
What we do
Consultants who come from the business and work at the heart of your operations.
01PMO and VMOProject portfolio and vendor management: governance, contracts, service levels, costs.
02Process, data flow and data mappingThe foundation of an enterprise data management (EDM) project: documented processes, applications and flows.
03Migrations and service provider changesCustodian and fund administrator changes, front-to-back platform roll-outs, operational transition.
04Fund and active ETF launchesLaunch coordination, from regulatory scoping to provider selection and listing.
05AI in production chainsUse cases, proofs of concept and integration into existing processes.
Our approach
Step 1Diagnose
Interviews, review of processes, tools and data. A quantified assessment shared with your teams.
Step 2Design
A realistic target model, priorities and a transformation plan that fits your constraints.
Step 3Deliver
Programme management, coordination of business teams and providers, testing, through to go-live.
Step 4Transfer
Operating procedures, training and handover, so your teams run the set-up on their own.
Fixed-fee offers
EDM mapping
Mapping of processes, flows, applications and data, ready to serve as the foundation of an EDM project.
Contact usCase studies
01 Building a project office and an AI Lab at a responsible investment managerTransformation · French asset manager, responsible investment Highly structured on its regulatory obligations, the client had no framework for deciding on its projects: no governance, no annual plan, no project budget. Virtual Beehive was asked to build the project function from scratch. 02 PMO and VMO for an asset managerTransformation · Asset manager, France The client was running several transformation projects in parallel, with many IT and operations providers. It asked Virtual Beehive to manage its project portfolio (PMO) and its vendors (VMO). 03 Front-to-back platform roll-out at a wealth managerTransformation · Wealth manager, Switzerland Management of the roll-out of a software platform covering client relationship, order management, portfolio management, compliance and accounting. 04 Change of custodian and fund administratorTransformation · Asset manager, France Support for the middle office during a change of custodian and fund administrator: procedure review, PRIIPs project, migration and operational topics.
Our other areas of expertise
01 Business & OperationsPerformance · Reporting · Middle office Performance measurement and attribution, client and regulatory reporting, middle office, tool selection and deployment. 02 Compliance & RegulatoryGIPS · SFDR · DORA · FATCA Audits, remediation and lasting control frameworks to meet market, regulatory and US tax requirements. R&D VB LabsAI · Quantum finance · ESG · Tokenisation Our applied research lab: proprietary tools and prototypes that support our engagements.
A performance, compliance or transformation challenge?
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