WTS financial consultant works with a company’s CFO and/or a strategic consultant (or internal business strategist) to help the business align its financial goals (e.g. profit margins, overhead, spending habits, ROI, etc.) with all tactical short-term goals and strategic long-term goals.
Additionally, a financial consultant analyzes an enterprise’s entire position and portfolio so a company can determine how feasible requisite projects are, and whether opportunity costs can or should be considered. There is a myriad of other tasks that a financial consultant may help a business with, including investment strategies, taxes, insurance, strategies for saving money, scaling into other markets, including profit margins, and lowering customer acquisition costs.
Banking – From commercial, private and retail banking clients to digital natives, digital attackers, fintechs and other disruptors, we help our clients achieve results today.
Market Infrastructure – We work closely with stock exchanges, clearinghouses, fintechs, custody and security services, and payments infrastructure companies to ensure their operations are optimized to address the many value chain activities that support buy- and sell-side market participants.
Payments – We help card issuers, merchant acquirers, payments processors and card networks embrace the latest innovations, from real-time A2A and peer-to-peer payments to distributed ledger technology, so they can improve service, lower costs and keep pace with the rapidly evolving payments market.
Wealth and Asset Management – Wealth, asset management and private banking institutions need to be at the top of their game to satisfy the expectations of a sophisticated clientele. We work closely with companies across the sector on a wide range of strategic and operational enhancements, to insure you're positioned to provide the highest quality asset management, investment advice and financial planning services, so your clients meet their financial goals.
Digital Assets and Blockchain – Enabling the efficient, transparent exchange of value online, digital assets are democratizing transactions and quickly gaining traction. We help demystify this new landscape, adapt your business, and position you for success.