Operating Model, Process Design, Reengineering and Improvement

Helping clients design and enhance their process models, process flow and process efficiency in response  market, regulatory, legal, business and cost drivers, through leveraging our experience, knowledge and years of practical management and delivery in this arena

  • Rules, Regulations, legal, Control and Compliance
  • Operating Model and Support model development
  • Design and Implement process flow
  • Operational efficiency
  • Brexit process impact

Delivering a multi phased programme from advisory through programme delivery, support and transition handover.

We will work with your internal divisions and business units, your external providers and if required clients.

We can develop plans and recommendations around your business and process model and strategy. We can handle all aspects process change, enhancement, remediations and new process design and delivery.

A key strength of the OCREUS Group, its experience, knowledges capabilities and resources in this space. We will not simply produce a high level plan. All our plans and recommendations are developed from our experience and importantly listening to our clients, working with our client and preparing a strategy that both satisfies the clients requirements and we are able to deliver.

Providing a linked service ensuring a front to back assessment, planning, recommendations, development, delivery, execution and handover transition capabilities.

With specialist strength across global financial institutions from Sell-side to Buy-side, Custodians to Exchanges, Intermediary Broker Dealers, Transfer Agency and Fund Accounting, bringing a depth across Front Office, Middle Office / Operations, Finance, Treasury and Risk Management, along with coverage across other divisions and functions.

The OCREUS Group brings a core strength from Front Office though all operational matters from Trade and Sales Support, through to Settlements, Asset Servicing, Income, Control and Reporting all supported by a depth across Finance through Product Control, Financial Control and Financial Reporting.

Our previous successes are demonstrated through our case studies. We are well-practised experts in process delivery