Funds Transfer - we have reviewed, specified, designed, developed, installed, and tested multiple Funds Transfer Systems at many financial institutions since the 1970's.  

Retirement Plans - we led a review of the entire operation that resulted in a re-design document and then designed and implemented a workflow system which tracked all customer interaction allowing up to the minute response to customer inquiry, which substantially reduced paper, eliminating clerical positions, and reduced backlogs.

FX/LOC - we have reviewed, specified, designed, developed, installed, and tested Foreign Exchange Trading and Letter of Credit systems at various large financial institutions.

Portfolio Management - we have specified, designed, and developed multi-currency portfolio management systems.

Billing - we spent over a year reviewing and augmenting a Billing System for a large financial services company. We developed a rule-based prototype system to demonstrate how future versions of the system might evolve.

A/R G/L-P&L – we reviewed A/R and G/L systems and then after selection, helped to test and install it, including writing custom interfaces to other systems. This led to a project to begin automation of the P&L process. This work added to our fundamental understanding of the basic accounting associated with many financial services firms' products.

Derivative Products/Risk –we collaborated in the design and development of a system that captured derivative product positions from all world wide bank systems; using risk algorithms, made the results available through multiple reports and state of the art terminal display.