Financial Services

Financial Services cover fields as diverse and complementary as:

>     Custody / bookkeeping
>     Trading/Clearing/Settlement value chain
>     Third party asset management and proprietary trading
>     Fund administration
>     Liability management
>     Private asset management
>     Employee Savings
>     Cash interbanking
>     Business continuity plan
>    Integrating regulatory evolutions such as MiFid, Sepa, Target 2 Cash, Target 2 Securities, CRBF 97-02, Codes of good conduct and practice, Management of Large Risks, Liquidity Risks and Solvency Risk, AML, etc.
 
The numerous sector restructurings, the change of regulatory policies, the emergence of complex products and the arrival of new players give us the opportunity to initiate innovative service offerings aimed at assuring business continuity and making better performing strategies and organizations.

In this context of deep changes, OTC Conseil can provide our clients with high value added and innovative solutions based on:

>     Anticipating and developing strategies that take these evolutions into account in the aim of searching for business opportunities
> Managing the implementation of functional or technical recommendations or projects

As a benchmark player on the Paris marketplace in these fields, OTC Conseil is also internationally recognized for its various assignments for foreign clients abroad and the creation of overseas subsidiaries.



Our references


Axeltis

BNP Paribas Securities Services

CACEIS

CLIMPACT/IPSL

Euronext

ING BANK

Reuters

Euroclear France

AFTI


Examples of Projects

Opportunity and Market positioning study
Business strategy redefinition
Feasibility and Benchmark studies
Audit of activities and information systems
New activities opportunity studies
Positioning reinforcement
Software selection (from benchmarking of solutions to implementation)
Project management (expressions of needs, functional performance specifications, etc.)
 

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