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Services

Chartis’ value proposition includes the provision of customised information and consulting services. Our in-depth knowledge of the risk technology market and best-practice allows us to provide high quality and cost-effective advice to our clients.

These services have been used by leading organisations from different segments of the market, including:

  • Risk Technology Buyers
  • Regulators
  • Risk Technology Vendors
  • Investors & Private Equity Firms
  • Risk & Technology Consultants


    Our range of services includes:

    Product Evaluations for Buyers

    We assist leading financial institutions to design and implement vendor evaluation and competitive tender projects delivering rapid and cost-effective benchmarking and decision making.

    Product Evaluations for Vendors

    We are retained by several leading risk technology vendors to advise on product strategy and to assess detailed product specifications. This assessment includes review of functional capabilities and benchmarking against best-practice.

    Go-to-market Advice

    We assist risk technology vendors to enhance the positioning, messaging, pricing and targeting for different segments of the marketplace. This includes attack-plans for new geographical regions and new vertical markets.

    Strategic Consulting

    Our team of advisors has extensive "hands-on" experience of acting on behalf of risk technology firms looking to accelerate their development through organic growth and/or strategic acquisitons and partnerships. Also, Chartis is retained by a number of leading financial institutions, private equity firms and technology firms with specific investment interests in the risk technology market. Our services include evaluation of growth and/or exit options, identification of acquisition targets, evaluation and implementation of strategic alliance or distribution programs.

    Custom Research

    Our team of analysts undertake custom consulting projects covering such areas as competitive landscapes, merger/acquisition evaluations and risk technology strategy for financial institutions.


    Please contact Helen Townsley to discuss how Chartis can help your organisation on +44 (0) 20 7830 9661 or email (JavaScript must be enabled to view this email address).