Delivered by Cutter Research

Investment Consulting & Transformation

Change your operating model, data or technology without losing momentum.

Hands-on consulting for investment firms changing their operating model, data or technology, from selection through go-live.

700+ projectsconsulting engagements completed

The challenge

Change programs that stall between plan and go-live

Platform replacements and operating model changes touch every team at an investment firm. Without industry data and experienced hands, selections drag on and programs drift past budget.

Sound familiar?

Replacing a core investment platform
Redesigning the operating model
A program that is behind schedule or over budget

How NRI helps

From selection
through go-live

Delivered by Cutter Research, part of NRI in the Americas.

Vendor selection

Choose platforms with industry data behind the decision, not just vendor demos.

Target operating model

Design how people, process and technology should work after the change.

Program support

Experienced consultants who keep implementation on track through go-live.

Data strategy

[Data management and governance for investment operations. Confirm scope.]

Proof

Results clients
can point to

“[Client quote focused on a measurable outcome from Cutter Research.]”

[Name], [Title], [Company type]

[X%][Outcome metric]
[X][Outcome metric]
700+ projectsconsulting engagements completedCase study to come

Questions

Consulting & Transformation,
answered

Platform selection, operating model design and implementation support for investment management firms.

Solution pageResearch & InsightsConsulting & TransformationStrategy & AdvisoryFinancial Tech & OpsIT ConsultingCybersecurity & Managed IT