Case Studies
Capital Markets Advisors has worked with global banks and leading financial services firms to provide tailored solutions as part of business transformations, post-merger integrations, and operational optimizations. These efforts have included streamlining processes, aligning organizational structures, enhancing technology frameworks, and ensuring regulatory compliance to drive sustainable growth and value creation.
Evaluation, Selection & Implementation of Trading, Risk & Brokerage Processing Solutions Following Merger
Capital Markets Advisors helped a top-tier global bank streamline and modernize its operations following a merger by evaluating, selecting, and implementing trading, risk, and brokerage processing solutions to improve efficiency, mitigate risk, reduce costs, and ensure competitiveness through platform modernization.
Evaluation, Selection & Implementation of Brokerage Processing Solutions Following Merger
Capital Markets Advisors guided a global investment bank through the evaluation, selection, and implementation of brokerage processing solutions following a merger, delivering risk mitigation, efficiency improvements, cost reductions, and post-merger integration.
Evaluation, Selection & Implementation of Trading, Risk, Financial & Operations Systems
Capital Markets Advisors guided the US division of a European bank through the evaluation, selection, and implementation of trading, risk, financial, and operations systems, improving efficiency, mitigating risk, and ensuring competitiveness.
Transition of Global Mobility Tax Program to a New Provider
Capital Markets Advisors successfully managed the transition of a top global technology firm’s Global Mobility Tax Services to a new provider, ensuring regulatory compliance, minimizing disruption, and achieving high stakeholder satisfaction.