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"With the continued proliferation
of investment advisory related products and services, firms must
increasingly distinguish themselves by offering unique features
to customers, such as web-enabled services. These will allow customers
to establish and maintain constant communication with various institutional
providers."
— Annette Corbin
Madison CFO
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| RECENT
ENGAGEMENTS |
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In Madison's Trust & Investment Management
Practice, we help our clients resolve issues ranging from business development
and investment decision-making to operations and data maintenance, with
a particular focus on moving toward straight through processing in preparation
for T+1 settlement. Our knowledge of this business
segment, coupled with our consistent high performance and our forward-looking
industry perspective has led us to engagements with clients that include
some of the most prestigious institutions in this business.
Our team includes specialists with operating experience
in a wide variety of products and services in this market:
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Corporate Trust |
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Personal Trust |
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Global Custody |
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Private Banking |
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Institutional Asset Mgmnt |
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Retirement Services |
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Institutional Trust |
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Stock Transfer |
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Mutual Funds |
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Wealth Services |
Our project teams have a track record for producing
top-tier results in the following areas:
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Compliance |
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Portfolio Analytics & Modeling |
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Customer Service/Administration |
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Risk Management |
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Investment Research |
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Sales & Marketing |
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Performance Measurement |
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Securities Processing |
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Portfolio Accounting & Valuation |
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Trade Order Management |
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Product Development & Positioning |
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