Powis Hughes Overview Powis Hughes’s financial customer believed their executives, VIP and enterprise customer communications were not secure enough for the deals being discussed via GSM calls. Public leaks would damage the reputation of their organization who prided themselves on offering the highest level of service to their customers. Client: Powis Hughes Services: Financial planning …
by Brendon Shartson 
Knight Polson Overview As one of the oldest mutual life assurance companies in the UK, this savings, investments and pensions organization was searching for a way to better serve their 400,000 customers. Their customer service agents processed inbound requests on an 18-year-old mainframe application that they were not able to replace due to the high …
by Brendon Shartson 
Ongrade Limited Overview One of the UK’s largest asset managers, overseeing billions in AUM for both institutional and retail clients. With a global reach and thousands of employees, this publicly listed firm is dedicated to creating long-term value for clients and helping them meet their investment goals. Client: Ongrade Limited Services: Financial accounting Industry: Audit …
by Brendon Shartson 
Accounting for Mio LLC Overview A Canadian connect-processing company needed to establish a new financial control group that would better serve its significantly changing needs. With 52% of its business in France, the company was looking to expand internationally and displayed strong growth. It had grown to 11 subsidiaries, including four outside Canada, in five …
by Brendon Shartson 
Strategy to Talk Overview The client is a global asset management firm that uses a proprietary investment strategy to manage investment portfolios spread across 45 countries. It employs a result-driven methodology by deploying a highly effective equity allocation model to make funds perform better than the market average. It manages portfolios by investing in highly …
by Brendon Shartson 
Dolore LTD Audit Overview A Dolore LTD has 1000s of Applications running business-critical trading processes with unknown interdependencies across applications. This leads to significant operational risk. Also, it was believed there was a lot of resource inefficiencies and redundancies. This could not be confirmed but was suspected because there was a lack of detailed knowledge …
by Brendon Shartson 
Ideas for Investment Overview Why do we treat large lump sums of money different than small monthly amounts? We tend to treat larger amounts in a more thoughtful way. Perhaps that’s why it’s easier for some to save a tax refund even when they struggle to save money month to month. Client: LTD Corp Services: …
by Brendon Shartson 
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