General Consulting Services

La Meer Inc. offers consulting services in multiple areas of technology , risk assessment and systems development based on the deep subject matter expertise we have built in the various financial segments.

Some of our recent consulting engagements are listed below:

  • Technology evaluation for an endowment to help them with improving their current system
  • Definition of interface specifications for a wealth management advisor for their CRM system with their data management source systems
  • Definition for a reconciliation system for a fund administrator
  • Documentation of the risk processes for a bank
  • Custom development of an asset allocation system for a fund administrator
  • Process change definition from a manual trade monitoring to an automated trade monitoring system

Our Consulting services place special emphasis on helping organizations build processes for:

  • Cyber Security
  • IT Governance Risk and Compliance Management
  • Risk Management

Risk Assessment Service

We offer comprehensive Risk Assessment Consulting service for various regulatory requirements based on our Risk Framework that we have created for latest regulatory requirements from Dodd-Frank, AML, TILA,TISA, CFPB and the specific regulations from FINRA and SEC and IT infrastructure, Application Management.


Custom Development

We also offer project based custom development services to do the end to end – Study, Design, Development and Implementation of systems for specific customer needs for financial institutions for various aspects of the market – custom analytics, investor reporting, financial reporting, regulatory reporting, trade verification, reconciliation, custody, allocation, compliance, interfaces to various systems and other such areas where the customer can use our subject matter expertise We also help in building web design and development in our domain to help organizations with their JOBS Act requirements.