Sagebrain is a new take on consulting within Financial Services.  Unencumbered by hardline methodologies.  Driven by outcomes, not process.  Flexible.  Adaptible.  

Bringing years of experience, and having both best and worst practices tried and understood, Sagebrain provides vendor agnostic, process neutral input to adding operational efficiency to your investment operations.

A strong understanding of technology, trends, data modeling, regulatory and reporting processes enables Sagebrain to provide a wide scope of services.   Experience in front to back operations for wealth managers, asset managers and broker dealers provides extensive industry depth of knowledge.  This experience, coupled with a history of building solutions for Canadian, US, European and APAC regions, allows Sagebrain to offer value regardless of location.

And best of all?  At Sagebrain we are not afraid to admit what we don't know.   We are willing to ask questions others may find uncomfortable.  Our mantra of "Reach for the sky, then adjust for Reality" adds a layer of realism and a focus on recognizing what is achievable at an appropriate cost while setting high standards, defining optimal end states and targeted milestones for that distant horizon. The ability and willingness to recognize that all problems do not bare the cost of solving them makes us unique.

Interested?  Contact us and let us know your needs...