Xcel-Ops Consulting
Operational Xcellence
Xpertise and Xperience in:
- Financial Services
- Fractional COO Services
How can we assist?
Financial Services Consulting
Financial Services Consulting
Financial Services Consulting
- Regulatory changes
- Investment operation management & execution (LISP incl. Retirement Funds, Life Products, CIS/Transfer Agency, Securities)
- Reconciliation
- Product review & implementation
- System evaluation
- Jurisdictions: South Africa, UK, Channel Islands (🇿🇦, 🇬🇧, 🇯🇪, 🇬🇬 )
- Financial services facilitation
Fractional COO Services
Financial Services Consulting
Financial Services Consulting
- Operational alignment to strategy
- Operational development & management
- Digital management of internal controls
- Business process optimization
- Financial management
- Spreadsheet tools and modelling
- Strategic project oversight
- Corporate leadership facilitation
- Mentoring
Vision
Our Customer-Centric Vision is to empower our customers in the financial services industry. We leverage our extensive expertise and deep leadership experience to guide them through intricate regulatory landscapes, optimize their processes, and cultivate strong leadership within their organizations. By doing so, we ensure their compliance with industry standards, leading to cost-efficiency gains and fostering enhanced management and employee engagement, all with our clients' success at the forefront of our mission.
Core Values
Integrity
Integrity
Integrity
We are honest, transparent and ethical in all our dealings. Trust is the keystone for a successful partnership.
Win Win
Integrity
Integrity
We strive to build relationships where our commitment to delight customers is our delight.
Versatile
Integrity
Versatile
We adapt to the many different functions or activities required for the problem to be solved.
About X/O
Our Team
The Company
The Company
Robert Parker has 25+ years of operations and leadership experience in retail Financial Services and has worked with more than a dozen of the best wealth & asset management firms in South Africa, UK and Channel Islands.
Key roles held:
- Chief Operating Officer
- Operations Director
- Key Individual / Representative (FAIS)
- Retirement Fund Trustee
- Nominee Director
- Financial Manager
The Company
The Company
The Company
Xcel Ops (Pty) Ltd, trading as Xcel-Ops Consulting, founded in 2023 by Robert, will through his experience and expertise have 2 core areas of focus in Financial Services Consulting and Fractional COO Services. In addition, an ancillary area would be Leadership Development, through mentoring and facilitation.
Xcel-Ops Consulting is based in Johannesburg, South Africa.