

Services
Services
CRM & Client Communications
Data Management
Digital
General Data Protection Regulation (GDPR)
Global and Fund Custody Selection
Implementation
Interim Management & Recruitment
Market Entry (Vendors & Service Providers)
Market Entry (Wealth & Asset Managers)
Operating Model Design
Outsourcing
Programme & Project Management
System Selection
Implementation
Our consultants have worked on and managed a wide variety of implementation projects both for the implementation of systems and for outsourcing and insourcing of business processes. We’ve worked on a wide variety of implementation projects for:
- Private Banks
- Wealth Managers
- Family Offices
- Institutional Asset Managers
- Stockbrokers
- Fund Managers
- Retail Banks
- Third Party Administration (TPA) firms
- Software vendors
Based on our extensive experience of implementation projects we’re very well placed to assist our clients with all aspects of the implementation process, we’re also very well equipped to help our clients learn from the mistakes that other implementation projects have made.
Please get in touch to discuss how we can help to fast-track and de-risk your implementation project.
Case Study – European Retail Bank

We followed our well proven system selection methodologies to:
- Gather requirements
- Produce the future state Operating Models
- Prepare, issue and score a Request for Proposal (RFP)
- Plan and organise due diligence workshops with the short-listed vendor
- Assist with commercial negotiations
Our assignment was then extended to manage the programme to implement the system and to work with the bank’s selected service provider to outsource the middle and back office operations for the Custody business
Case Study – Private Client & Institutional Stockbroker
Contact Us
Steve Dyson
+44 (0) 7791 664771
steve.dyson@iawmc.com
Neil Craddock
+44 (0) 7764 308420
neil.craddock@iawmc.com