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 Product Advisory Services

Shoreline assists clients develop their business and product strategy by providing analysis and industry insights to guide clients in determining which markets to operate in and which products to offer.  Our Product Advisory Services covers all aspects of the product lifecycle encompassing product strategy, development, management, rationalisation and governance.

We help our clients to identify and assess new product opportunities, benchmark existing products/product ranges, conduct product and offer document due diligence, and successfully deliver new initiatives.  Shoreline is also able to assist organisations resource their Product function on a variable resourcing or fixed assignment basis.

 Operating Model Design

Shoreline has extensive experience in designing and implementing target operating models. Our operating model design takes a consultative approach to defining a tailored, pragmatic model which will enable the successful execution of the business strategy.  We leverage our extensive industry knowledge to develop operating models which consider both the specific requirements of an organisation as well as approaches adopted by relevant peer organisations. Unlike many of our competitors, our in-depth understanding of how asset and wealth management companies operate allows us to assist our clients with both operating model design and implementation, ensuring the intention and benefits of the agreed operating model are fully realised.

 Operational Due Diligence

Shoreline’s Operational Due Diligence capability focuses on distinguishing investment managers with well-managed operations and control environments from those that have the potential to expose clients to increased risks and cost. We provide practical and implementable recommendations to address all key risks identified and make suggestions for all observations. Our consultants have conducted Operational Due Diligence reviews on investment managers across all asset classes.

We tailor our Operational Due Diligence reviews to meet the specific needs of each client, from high volume research (focused on risk profiling and ongoing monitoring) for private banks and retail banks, to in-depth research (including on-site review) for wealth managers.  We also provide training and knowledge transfer to key client stakeholders in the form of Operational Due Diligence workshops and by encouraging clients to participate in on-site meetings.

 IT Architecture & Solutions

The pace of industry and technology driven change continues to accelerate, requiring constant recalibration of an organisation’s IT Strategy & Architecture to ensure it remains relevant. Being across digital disruption, changing consumer preferences, regulatory change, competitor activity, and cost and product rationalisation requires deep domain and industry knowledge. 

Shoreline’s industry specialisation and broad IT Architecture capability means we are at the forefront of industry trends. Our expertise has seen our consultants design and implement IT solutions across a broad range of business areas, as well as source and select leading IT solutions that are best able to meet the needs of our clients and industry. 

 Solution Selection & Sourcing

Shoreline’s experience dealing with leading industry service providers and technology solutions enables us to rapidly assess the most appropriate service provider and solution combination based on an organisation’s needs and target operating model. Shoreline is an independently owned organisation and does not have any affiliation with service or solutions providers meaning our advice is truly independent.

 Data Management

Management of data is becoming increasingly important to asset and wealth management organisations. Shoreline’s expertise in data governance, data management functional design, data model definition, data architecture and vendor selection helps clients capitalise on the strategic importance of data management and implement a data management model that is appropriate to the needs of their business.

Shoreline also has strong data analysis and business intelligence capabilities enabling organisations to draw tangible insights from both internal and external data sources to help inform the strategic planning process. 

 Project & Change Management

Underpinning all of Shoreline’s capabilities are strong skills in project and change management. Our consultants have extensive experience in leading and delivering business and IT projects, and have experience with a variety of project management methodologies.

We have successfully delivered large programs as well as smaller projects, and are able to assist clients in the areas of business case development, project governance, program and project management, change management, and project health checks.