Project Management

If you are a Clearing Firm, a Broker Dealer or a back-office/technology financial services firm, Doshi Consulting Solutions can help you with strategic project management. With the constantly changing landscape in clearing and backoffice solutions, DCS has the expertise and is ready to help you achieve your goals. DCS will work with your firm’s stakeholders to initiate, plan, execute, monitor and complete the project.

Whether you are exploring an Omnibus Clearing initiative, a Self Clearing initiative, an Operations Outsourcing or other BPO Initiative, at DCS we make sure we understand the business case for entering into a project so we can determine initial requirements, review assumptions and identify risks. We will work with you to assess project and product feasibility based on your organizational structure and available resources. Once we understand the stakeholders, we work with you to develop a stakeholder management and communication strategy.