Consulting Services
Specific Financial
Services Expertise
Sample of Client
Experiences
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WEINTRAUB ASSOCIATES has been involved in the
design, development and evaluation of informational
technologies within the financial services community
since 1987. During this time, it has often been called
upon to assist its clients in extremely time critical and
challenging assignments.
Several examples of these types of assignments are
presented below:
Managed the development of an enterprise wide
client server based custodial fee billing system
of a recently reorganized division. Stabilized
the project until this organization was able to
secure an internal project manager. Following
this organizational modification, participated in
an analysis capacity to assist in this transition
phase of the project for a period of 9 months.
Performed a senior management systems review of
several different applications across three
divisions. This review included a description of
both the functional and operational uses of these
key systems as well as identified areas where
potential consolidation of resources could
provide substantial efficiencies.
Conducted a post implementation audit for a large
regional bank after the installation of an
automated funds transfer system. In this audit,
analyzed the system from an efficiency and cost
perspective and developed a range of
recommendations. The execution of these
recommendations resulted in a 22% improvement in
system efficiency and a reduction of operations
personnel.
This is only a sample of the type of engagements in
which WEINTRAUB ASSOCIATES has been involved. A
more comprehensive list can be provided upon request.
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