
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 of Beta vs. Other Brokerage Processing Solutions, especially Broadridge
Capital Markets Advisors helped the US division of a Tier 1 global investment bank evaluate and select between Beta and Broadridge brokerage processing solutions, improving efficiency, reducing costs, and mitigating risk.

Evaluation & Selection of Custody & Clearing Solution Alternatives
Capital Markets Advisors assisted a global investment private bank in evaluating and selecting the optimal custody and clearing solution, improving efficiency, reducing costs, and enhancing client services for high-net-worth individuals.