Private Markets / Technology & Operations Benchmarking

Technology & Operations Benchmarking

BCG Expand is a market leader in Technology & Operations benchmarking for financial institutions, providing the ability to drill down into cost, productivity and efficiency at granular level for Private Markets clients

Technology & Operations Benchmarking

Break down total cost of ownership of technology and middle and back office operations.

The Challenge

✔Gain a clear, consistent view of performance across markets, segments, and products.
✔Identify areas of under investment.
✔Uncover root causes of inefficiency, such as fragmented systems, manual workarounds, or low straight-through processing rates, with insights that go beyond headline ratios
✔Gain detailed visibility into workforce models, sourcing strategies, and location mix to guide decisions on offshoring, automation, and organisational design

How we can help

Kickoff & Scoping

BCG Expand data specialists confirm the questions to be answered, agree the timetable, identify the key systems and data sources to connect to, and define the peer set for comparison.

Data Collection & Validation

We pull raw data from your Management Information Systems (MIS) and translate it into a standardised taxonomy.

Benchmarking & Insight Delivery

The tailored results pack highlights the most important variances versus peers and the key areas where further investigation or action is warranted.

"BCG Expand's benchmarking gave us clarity on where to focus our strategy. The insights into global wealth segments helped refine our priorities and uncover high-potential markets."

Head of Strategy Global Financial Services Firm

"The analysis provied the confidence to invest in modernising our legacy technology, even in a cost-cutting environment. It's delivered long-term savings and far greater transparency.”