Investment Banking and Brokerage

The environment for financial services firms is constantly evolving. Current and proposed changes to the regulatory framework and higher costs of capital have forced our clients to evaluate their business models. At the same time, our client’s shareholders are demanding that firms produce higher profits with fewer employees and associated costs.

What Virtusa Offers

To compete successfully in this environment, financial services firms need to have the ability to rapidly evolve their products and services. This requires a unique end-to-end approach, a combination of business and IT consulting that is scalable and adaptive to various customer needs and channels, allowing them to deliver the right services to the right customer at the right time. These challenges demand an integrated approach to managing opportunities and business risks.

Virtusa is helping transform today’s financial services firms into tomorrow’s market leaders.

Typical Differentiators / Benefits

Virtusa combines deep industry experience with innovative solutions and accelerated execution capabilities that leverage a global model to help clients succeed. Success for our clients and their shareholders can be seen in a drive to innovation, accelerated time-to-market, improved customer experience and increased productivity.

Our Capital Markets Consulting team utilizes their extensive expertise in financial services and partners with our IT team in order to develop the best possible solutions, both strategically and technologically, for our clients. This is accomplished by leveraging information to improve transparency, visibility, and accessibility for our clients and their businesses. Whether it be controlling risk or managing business growth, Virtusa is prepared and equipped to position our clients for success.

Top Two Solutions/ Offerings

This industry segment continues to strive to provide the most efficient way to deliver services while looking to provide their customers with increasing capabilities in middle and back office services. Yet customization of those services can come at great inefficiency and cost, but standardizing runs the risk of being left behind by more innovative competitors.

We have extensive experience working with some of the top investment houses, custody banks and hedge funds. Our securities and capital markets services include:

Testing and Implementation Services

Whether your company is going through a merger or installing new applications and solutions, Virtusa’s financial services consulting can provide you with the consistent methodology and expertise needed to manage and execute complex conversions, system implementations, and quality assurance.

  • Business processes assessment and management
  • Test planning and execution
  • Conversion and migration expertise
  • Merger integration

Customer/Transaction Data Management

Let’s face it, the way data is processed and read had changed quite a bit in the last few years. So much, in fact, that the technology you use today may have a shorter shelf life than the milk in your fridge. With the constant change and overwhelming number of options, it’s difficult to keep up with all the information. We at Virtusa can make sure that you’re managing your information in the most optimal manner, keeping your company ahead of the information curve.

Our securities and capital markets services include:

  • Dodd-Frank Readiness
  • Trade Contract Solutions
  • Compliance Suite for Alternative Investments (CSALT)
  • Business Testing
  • Huma BI / Business Intelligence