Unlocking supply chain value in financial services
We’ll handle as little or as much of the buying and vendor management as you need, from discovery to renewal management, with data-backed insights and a team of industry experts from various backgrounds.
ANALYSE MY VENDOR STACK
The Biggest Opportunity within B2B Financial Services
Exploiting and improving sub optimal components and processes within your supply chain.
How do you use your supply chain to your advantage today whilst evidencing control and oversight of your vendors?
$2-3 trillion
Operations & Supply Chain Costs
4/5
Firms with No Dedicated Resource
The Biggest Opportunity within B2B Financial Services
Exploiting and improving sub optimal components and processes within your supply chain.
How do you use your supply chain to your advantage today whilst evidencing control and oversight of your vendors?
$2-3 trillion
Operations & Supply Chain Costs
4/5
Firms with No Dedicated Resource
Why is this an Opportunity?
Gain a tangible competitive advantage
Undisciplined Marketplace
Rapid innovation and growth in the vendor marketplace and supply chain has made it harder to navigate and manage than ever before.
Increased Cost Pressures & Competition
Evolving consumer requirements is driving change. Now more than ever consumers leave due to pricing, unmet needs and expectations.
Lack of Standardisation
A lack of standardisation and common standards across the vendor landscape make the management of the operational process and supply chain a huge distraction.
Increased Compliance Responsibility
Increased regulation is forcing wealth managers to evidence governance and oversight of operations and suppliers. For example, Consumer Duty.
The Client Solution
A verticalized buying and vendor management platform that acts as an extension of your team and processes.
Our Middleware layer is built upon a Common Set of Standards and Referential Data that operates on a Feedback Loop to achieve benefits for our clients who are looking to reduce risk or costs.
We help wealth mangers:
Reduce risk
01
Reduce costs
02
Evidence Governance
03
Grow and scale
04
The Client Solution
A verticalized buying and vendor management platform that acts as an extension of your team and processes.
Our Middleware layer is built upon a Common Set of Standards and Referential Data that operates on a Feedback Loop to achieve benefits for our clients who are looking to reduce risk or costs.
We help wealth mangers:
01
Reduce risk
02
Reduce costs
03
Evidence Governance
04
Grow and scale
Our Business Model
Verticalized B2B buying platform
Graphene takes ownership of data and client entrance to the supply chain using a primary fixed fee model.
Fixed Fee monthly
Fixed Fee monthly
Clients who wish to use our technology and services without use of integrated Vendors pay a monthly subscription fee.
% of Vendor Assets per annum
% of Vendor Assets per annum
Clients do not pay for our services where we receive a % fee from core Vendors. The client price is ultimately lower than market standard due to our aggregation benefit.
Vendors we work with
Graphene I.S specialises in working with all notable vendor categories across wealth and asset management.
GLOBAL INVESTOR SERVICES
- Onshore & offshore
- Multi-asset class & multi-currency
custody services;
including direct investments and derivatives - Execution and dealing services; including FFX
- Authorised corporate directors and Manco services
- Fund administration
- Portfolio and stock lending
- Business process outsourcing
WORLD CLASS TECHNOLOGY
- CGT and RSP portfolio management tools
- Model building applications
- Consolidated reporting -white label
- Digital client experiences – white label
- Compliance tools – white label
- ESG reporting
- Growth tools
- Digital asset solutions
Benefits to Vendors
One of the key successes to our verticalized solution is that we act as a ‘master client’ in various instances which results in several advantages to the vendors we work with:
Increased new business with reduced sales cycles
Streamlined customer onboarding via Graphene protocols
Expedited payments
Localised and whole of market insights for product and service improvement
Our focus is dialled in on our clients current and future needs
With our solid foundation, Graphene will continue to invest in curating the finest Human-Technology balance in operating our platform for wealth operators, fiduciaries, and institutions.
We flip the current industry model on its head – in a fragmented industry where traditional platforms want everything in house and investment firms build sub optimal fat middle offices our technology and service will allow participants to take back control.
