Capital Markets Advisors

Turning Change Into Opportunity


CMAs’ slogan is “Turning Change Into Opportunity” and our goal is to always live up to our slogan. CMA fosters proven methods and toolkits as well as standard best practices, regardless of a client’s project scope or complexity. We provide advisory service to help our clients analyze and improve business operations and technology. Our resources have strong domain knowledge and deep expertise in the disciplines of strategy, assessment, collaboration, implementation, integration, change management and process re-design.

We provide advisory services to help our clients analyze and improve business operations and strategies. The CMA team leverages our proven methodologies, best practices framework and industry expertise to provide the following:

Services Provided

Control Review/Assessment/SOX
Cost Reduction/ Cross Sell Identification/ Revenue Enhancement
Delivering large scale finance, regulatory and operations transformations, especially brokerage back office conversions, including Broadridge and others
Development of operational procedures, training manuals and related materials and training staff
Development of use cases, test scripts, test plans and conducting UAT, system integration testing, BCP/DRP/non-functional testing, and parallel/mock conversion/dress rehearsal testing
Driving individual and in other cases multiple work-streams
ISDA Negotiation and Documentation
Managing complex, global enterprise-wide and multi-entity programs with a large number of stakeholders
Performing current state analysis and documenting current state, using client and vendor documentation, standard (and if needed proprietary) tools, templates and accelerators
Performing future state analysis, gap identification, and developing remediation plans for all gaps
Post-Merger Integration
Project Management
Running large scale PMO’s, including setup and maintenance of governance meetings, project plans, KPI’s, dashboards, status reporting, issue and risk tracking
Target Operating Model Realignment
Vendor Package Selection/ RFP/ Implementation/ Complex Integration


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