Areas of Expertise


Business Process Re-Engineering

 

With broad expertise across the financial services industry and deep operational experience, PaiFi brings a unique perspective in helping clients fully explore and understand the inter-team and inter-party impacts and potential risk areas of large-scale process re-engineering as well as how best to leverage technology.


Operational Optimization

 

Not every project requires existing systems and processes to be re-created from scratch. One of PaiFi’s strengths is leading clients in re-thinking existing processes through fresh perspectives to identify opportunities to improve efficiency using existing resources and technologies.


System Implementation

 

Implementing new vendor systems often require a significant investment of time and resources investment - above and beyond users’ daily duties and responsibilities. PaiFi provides expertise and capacity in implementing and integrating systems efficiently and in a cost-effective manner. PaiFi specializes in portfolio/fund accounting, data warehousing, and performance measurement. Example systems include: SS&C Geneva, Infonic HedgeSphere, Sungard Global Plus, and Temenos Globus (now T24).


Vendor Analysis

 

In today’s fast-changing market, it is critical that businesses have a complete picture of the marketplace before making a major investment decision in a new product or service. PaiFi assists clients with marketplace research, system requirements gathering, RFI/RFP assembly, vendor coordination, and conducting cost/benefit analysis.


System Requirements, Design, and Development

 

There are times when off-the-shelf products cannot solve a firm’s needs and an in-house solution is required. PaiFi partners with business stakeholders and technology teams to fully explore requirements to ensure that applications are built to solve both immediate current problems and provide a scalable platform for future business opportunities. PaiFi can also provide development resources to augment existing capacity.


Software Vendor Advisory Services

 

PaiFi is unique in its in-depth knowledge of both software development practices and financial operations. By combining these areas, PaiFi is able to help software vendors design solutions that not only wow existing clients, but allow the product to support future requirements or even allow vendors to more easily enter new types of businesses.