Why Verus Consulting

Verus Consulting has expertise across all levels of financial services firms. Our expertise covers functional areas, products, and the vendor applications that support them. The Verus Consultants knowledge is invaluable when providing consulting through-out our client’s organization. Verus Consulting approaches each project using our industry knowledge and experience to meet the client’s expectations and exceed our competitors level of quality.

Functional Areas

Verus Consulting focuses entirely on the financial services industry. We provide responsive, straightforward, and personal service to each of our clients. We have a diverse financial industry background allowing us to assist in a variety of financial institutions needs efficiently and effectively. We offer consulting to meet your strategic and tactical needs in the functional areas Listed.

  • Financial Control
  • Regulatory Control
  • Clearance and Settlement
  • Margin and Cash Management
  • ACATS
  • Purchase and Sales
  • Futures, Options and Derivatives
  • Reconciliation
  • Securities Lending
  • Stock Record
  • International Clearing and Settlement
  • Account Services
  • Income Processing
  • Corporate Actions
  • IRA

Product Areas

Verus Consulting has extensive knowledge of complex and vanilla instruments. Our consultants have working knowledge of the product uses, processing and controls, and the processing systems.

  • Annuities
  • Money Market Funds
  • Mutual Funds
  • MBS/ABS
  • Options
  • Futures
  • Bonds
  • Equities
  • Credit Default Swaps
  • Interest Rate Derivatives
  • International Bonds
  • Certificates of Deposit

Vendor Applications

Verus Consulting has experienced consultants that have worked with many Financial Services vendor applications.

  • FIS (SunGard)
  • Broadridge Financial
  • Thomson Reuters/BETA
  • Bloomberg
  • Pershing
  • National Financial Services
  • ReadQ Systems
  • SEI Trust
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