MONTHLY INSIGHTS

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Our consulting professionals have deliberate opinions about the financial services industry.

LATEST WHITE PAPERS

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Documents and diagrams that outline our views about the direction of subjects that are pertinent to our business.

CALENDAR OF EVENTS

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Business related events and dates.

Our current and former clients include the following institutions:

AIG Fiduciary Trust NY Life ABN AMRO First Merit Bank Oppenheimer Funds American Express Harris Bank Prudential Insurance American Express Bank ING S&P Ameritrade IXIS Asset Management SEI Bank of New York Mellon JP Morgan Chase TIAA-CREF Calyon Lazard Freres Travelers Group Cantor Fitzgerald Lord Abbett UBS Citigroup Merrill Lynch United Nations CNA Mizuho US Trust Credit Suisse Montgomery Securities Zenith Insurance Deutsche Bank Morgan Stanley

Client testimonials:

Global COO, Investment Management
European Financial Institution
“The versatility of Madison’s consultants has been evident across the variety of projects on which we have engaged them over the years.  Their ability to look at a situation both at a broad level and on a detailed drill-down basis gives them a unique ability to be wide ranging yet thorough in their analyses and recommendations.  Their knowledge of the industry and understanding of the organizational constraints and realities is remarkable being outsiders to our organization.  Each project Madison has worked on has been transformational in nature for the business.”  CIO,

Global Investment Management
Global Bank
“Madison’s fundamental understanding of the securities industry and knowledge of the investment management business are core to their value proposition.  Their ability to thoroughly analyze the situation, leading to the quick definition of the key issues and identification of alternative solutions, helped us to move forward in a shortened timetable.  The direct industry experience of the Madison staff helped to ensure that the recommendations offered were pragmatic and achievable.
Madison’s analysis of the fixed income business provided us with a blueprint for reducing operational risk through process automation and improved controls and for defining investment decision tools required by the portfolio managers to better incorporate portfolio risk analysis into their investment process.” 

CIO, Global Asset Management
Investment Bank
“Madison’s experience in the investment industry and their expertise in business process analysis and design, were key determinants in our decision to use them to assist on several projects to achieve greater cost efficiency and improve control risk within our business.  They staffed the engagements very lean, yet were able to deliver results quickly and cost effectively.”