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O3 HERITAGE

Maximizing Success & Efficiency

Our laser focus on the financial services sector, core application areas and role as a trusted partner helps our clients realize their corporate management and technology objectives without compromising quality. Our strategic knowledge and best practices covering core financial and trading applications, is a leveraged model for client success. We have experience across a wide array of asset classes including Equities, Debt, FX and Derivatives.

Our clients demand a high level of quality, accountability, delivery and cost effectiveness, which has lead to repeat engagements. This remains our key success factor. Delivering exceptional quality from professionals focused on achieving excellence and high client satisfaction is what relationships with O3 are all about. Our clients also expect us to be on top of an evolving marketplace leading the charge in understanding the implications and positioning them to deal with the changing regulatory environment relating to central clearing & settlement, collateral, risk, transparency, capital allocation, and Financial Reporting Standards.

O3 Technology Solutions began as a boutique consulting services firm in 2004, focused in the derivatives and risk management sectors. We specialized in solutions that spanned the front-office through back-office operations including downstream processes and accounting, key quality assurance, testing, and migration services and products. An active integration practice tied this foundation to other financial systems in out client’s environments. Following on our past successes, the firm expanded and broadened its project services and product offerings to include: Advisory Services; Consulting & Implementation; Customization & Integration; Data Management and Resourcing. Our client base includes blue chip financial services firms that are high visibility and demanding.

Our mission is to exceed out clients’ expectations by delivering innovative and cost effective solutions that add business value, enabling high performance, quality and efficiency.

GUIDING PRINCIPLES

Our client service propositions of professional excellence, integrity and provision of superior value drives each of our relationships.

Our experience has shown that if we serve our clients well, our relationships will grow along with our mutual success.

Our assets are our people, our intellectual capital and our reputation.

We have an uncompromising determination to achieve excellence in each engagement we undertake.

Finally, our culture is based upon the shared values of client focus; excellence; integrity and teamwork. It governs our behavior and business dealings.

See how our unmatched technology and services increase profitability, dramatically reduce errors, ensure compliance and guard against reputational damage.