INVESTOR SERVICES

SAGALINK Consulting aims at advising clients with a tailored business approach and a thorough knowledge of their competitive environment. Effective support and added-value can only be achieved with a deep industry expertise and strong operational skills.

Decoration

SAGALINK Consulting participates in projects ranging from strategic planning to operational implementation. We support our clients in their business development: business set-up, development / expansion of new services or products, partnerships research, competitive analysis, etc. We work with them on their organizational change: redesign and optimization of processes, organization or tools, etc. We help them to comply with regulatory issues: application for agreements, legal compliance, audit and risk management, etc.

SAGALINK Consulting stands out of the crowd with its commitment to offer its clients a dual expertise in business and consulting. Our dedicated and customized approach provides an effective added value on the following topics:

Leading project management

We carry out major transformation projects for our clients. From strategic study to operational implementation, we work on missions such as:

  • Definition and implementation of TOM (migration, merger, organization, etc.
  • Definition and creation of a new service offer for the “Reception/Transmission of UCITS and hedge fund orders”, taking into account the specificities of each European country. Description of the functionalities to consider for the order book

Regulatory monitoring and impact analysis

We help our clients in the integration of complex regulations and to ensure compliance. We also help the asset servicers to turn a new regulation in an opportunity to develop their offers. We work with leading financial institutions on missions such as:

  • Regulatory projects : MIFID II, PRIIPS, AIFM, EMIR, MMF, UCITS, FATCA, etc.
  • KYC/AML compliance and review of regulatory contracts

Creation and transfer of activity

We perform on behalf of our clients opportunity studies related to the creation, enrichment or outsourcing of service offer. Strong of our anchoring in the universe of the asset management, of our regulatory watch and our mastery of the whole value chain, we carry out missions such as:

  • Opportunity study related to back office’s automation/outsourcing
  • Definition and creation of a new service offer for the “Reception/Transmission of UCITS and hedge fund orders”, taking into account the specificities of each European country