Our Services
Data Usage & Audit
Risk Advisory
Coach and navigate data
supplier and exchange audit
risks by working with
stakeholders to fully
comprehend how data is
used, distributed and
presently reported. Our
approach also leverages AI
tools and extensive
experience in negotiating
reasonable settlements
associated with any back fee
exposure.
Executive Level
Negotiation Guidance
Furnish proven negotiation frameworks and benchmarking in dealing with data suppliers and exchanges. Our approach leads to sustainable cost optimization and stronger vendor and exchange relationships. Our efforts can include AI tools to align contracts and policies with proper vendor and exchange reporting to mitigate audit risks.
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Fintech Data
Management
Framework
Leveraging best-practices
and AI, optimize and design
workflows to manage vendor
SLA’s, business
requirements, reporting
requirements and cost
controls. Bringing various
data management functions
closely together wherever
possible leads to a more
effective and efficient data
management framework.
Commercial Policy
Modeling & Design
Assist exchanges, fintech and
institutions design, model
and implement strong
commercial policies and
usage oversight programs.
Leveraging AI and our keen
understanding of usage,
distribution and reporting
capabilities builds stronger
client relationships and
sustainable revenue growth.
Research Surveys & Benchmarking
Tailored data supplier
research analysis including
surveys and benchmarking
categorized by business
segments and personas,
leveraging AI and our broad
network of client contacts
including asset managers,
wealth managers, data
suppliers and Fintech. We
also leverage these
capabilities for M&A due
diligence.
