Services
SERVICES
Start With Diagnostic.
Build From There.
Focus is on getting to specifics of work fast, using sandbox approach to fully build out deliverables before starting work.
M&A Integration
Pre-close readiness through post-acquisition finance and operations stabilization.
Deals close, and that is where hard work starts. We help diagnose M&A integration gap, and then help run the technology, finance and operations side of post-close: standing up integration plan, consolidated reporting, aligning billing and revenue, and closing the post-merger process, data, control and tech gaps.
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When system complexity is material, we bring in specialist capacity for requirements mapping and process cleanup, large-scale integration engineering, and pointed data and analytics builds.
Specialist capacity:
Requirements mapping and process cleanup (with Outerland), integration engineering at scale (with Ionixx), data analytics (with Akila Analytics).
Platform Buildout
Client platform deployment extended into the corporate finance and reporting layer.
A modern AI-native client platform serves advisors and operations but typically does not reach the operations workflows or corporate finance layer on its own. We extend it there so the platform serves the CFO, COO, and PE sponsor as well as the advisor teams with unified data set across enterprise platform.
We help define the architecture, requirements, and process standards. Our partners build, integrate, and validate the ERP connections, API layers, and platform integrations against that definition.
Specialist capacity:
AI-native client platform deployment (with Avantos), back-end systems and ERP integration build and extension of the client platform (with Devot).
AI Activation
AI workflow activation and automation across finance and operations workflows.
Teams that buy AI tools without doing the activation work end up with tools they do not use. We start by finding the workflow inefficiencies and value leakage where AI has material impact, then build the use case roadmap. Activation comes first: leadership alignment, team belief, and validated use case prioritization.
We address process standards, reconciliation logic, and data ownership rules, so we can combine human and AI tasks in redesigned workflows that save time and money.
Specialist capacity:
AI activation covering why, what, and team adoption (with see6), workflow automation build and human/agent workflow deployment (with Boagent).
OUR APPROACH
One Starting Point. Three Options To Continue.
Every engagement starts with a free diagnostic session, based on the scope you determine. We build on our experience and standardized approach to help you deliver quality outcomes fast. We help you validate or discover what the key issues are, approach to delivering solutions is, and how long will it take. Whether it is M&A Integration, Platform Deployment or AI Activation and Build, we help you deliver and focus on measurable outcomes - cleaner data, cost saves, and/or better controls.
1 DAY
Diagnostic Session
Assess your M&A execution roadmap, your platform build needs or your AI readiness.
3 DAYS
Deep Dive
Detailed gap assessment, and deployment readiness across your key M&A, platform and/or AI priorities. Usable actions and outcomes list.
3 WEEKS
Sprint Execution
Fix the highest-priority constraints or build functional capacity.
Measurable and visible progress in
weeks.
3 MONTHS
Embedded Execution
Prioritized build out - system and workflow integration, platform development or AI-assisted tasks & workflows.
Case Studies
So, what is Wealth Management FinOps? It's the work of getting your finance, operations, and business teams to function as one unit - to go after synergies and build needed capabilities to successfully execute on Wealth M&A deal multiples while growing business.
Read our newsletter series to learn more, both high-level and in-depth practical insights, about delivering M&A operational value while scaling your operations.