Kenway Consulting

Financial Services

Financial Services is rapidly changing as new, disruptive players enter the market, and advanced technologies alter the landscape. Kenway empowers our Financial Services clients to thrive in tomorrow’s market by helping them with technology implementations and transformations, compliance and regulatory changes, data and analytics, and process improvements.

Data & Analytics

  • Client and Account Data Strategy
  • Product Data Strategy
  • Asset Management Data Strategy
  • Security Master Data Strategy
  • Business Intelligence Competency Center
  • AUM Reporting
  • CRM Data Strategy
  • Revenue and Profitability Reporting
  • Client Reporting Solution

Technology Implementations & Transformations

  • Account Opening and Legal Workflow Solution
  • Portfolio Management and Analytics Solution
  • Enterprise Document Management
  • Client Facing Portals
  • Global Account Management
  • Correspondent Trust Services Mutual Fund Product
  • Trade System Migrations (Bloomberg, Charles River, Black Rock)
  • Case Management

Process Improvement Initiatives

  • Robotics Process Automation
  • Marketing Automation
  • Client Onboarding and Account Origination
  • Tax Reporting Processes
  • Insurance Accounting Processes
  • Middle and Back Office Procedures
  • Pooling Optimization
  • Credit and Lockbox Monitoring
  • Transfer Agency

Compliance & Regulatory

  • Dodd Frank
  • Anti-Money Laundering / Know Your Client (AML/KYC)
  • Foreign Account Tax Compliance Act (FATCA)
  • Money Market Fund Reform
  • ASU 2011-11 Standard
  • Internal Controls on Access Entitlements
  • Separation of Duties (SOD)
  • Wash Sales / Cost Basis Regulations
  • Endowment / Excise Tax

How Can We Help?

REQUEST A CONSULTATION