Enterprise Performance Management

Services

Are you ready to revolutionize your business performance and unlock new levels of success? Lionpoint’s Enterprise Performance Management (EPM) practice is here to transform the way you plan, analyze, and make decisions. With our cutting-edge cloud-based solutions, you can take your business to the next level and achieve unparalleled efficiency and effectiveness.

Does your firm have these challenges?

Lack of Standardization

The absence of standardized data formats and definitions poses a significant challenge, making it difficult to aggregate, analyze, and compare data consistently across different business units.

Manual Processes

Accessing timely and comprehensive data remains a challenge for many firms, hampering their ability to gain actionable insights and respond effectively to market dynamics.

Data Quality Issues

Data is often plagued by quality issues such as inaccuracies, inconsistencies, and incompleteness, which can undermine decision-making processes and erode trust in data-driven insights.

Data Fragmentation

Data fragmentation across multiple systems, spreadsheets, and documents makes it challenging to maintain a single source of truth for financial data, hindering timely decision-making, auditability, and data analysis.

Our Offerings

  • Target Operating Model
  • Planning and Forecasting Methodologies and Best Practices
  • Data Integration
  • System Design and Implementation
  • Project Management
  • Allocation Methodologies
  • Driver- Based Planning and Forecasting Design​

Our Capabilities

Asset and Wealth Management

Optimize fund profitability and forecast AUM and fees with precision.

Insurance

Enhance premium forecasting, streamline reinsurance modeling, and optimize call center planning.

Private Equity / Credit

Drive growth with advanced fund modeling, valuation tools, and automated fee structures.

Real Assets

Achieve asset-level budgeting and forecasting excellence, and streamline portfolio and fund modeling.

Treasury / Risk

Ensure liquidity and stress testing, and manage risk-based capital effectively.

Key benefits to our enterprise performance management services

Enhanced Decision Making

Make informed strategic decisions with real-time data and insights at your fingertips

Improving Business Performance

Optimize your operations, drive growth, and achieve your business objectives with precision.

Supporting Risk and Compliance

Stay ahead of regulatory requirements and ensure stakeholder confidence with robust risk and compliance management.

Streamlining Finance Processes

Boost the quality and efficiency of your finance processes for greater agility and accuracy.

Connect with us

Let’s talk about your next project.

Get in touch

How we can help you

Seamless Data Integration

Say goodbye to data silos and hello to a unified data environment that fuels your planning and analysis.

Continuous Planning

Stay agile and responsive by continuously updating your plans and forecasts based on real-time insights.

Active Collaboration

Foster teamwork and alignment across your organization with real-time collaboration tools that enhance decision-making.​

Robust Scenario Analysis

Anticipate and mitigate risks, capitalize on opportunities, and drive strategic decision-making with powerful scenario analysis capabilities.​​​​

Why Lionpoint?

Industry Experts

We specialise in Financial Services, and the Alternative investment industry. Understanding market trends and practices.

Technology Experts

We are technology subject matter experts. Keeping our clients one step ahead by being at the forefront of the technology developments, new technologies and new entrants

Unique Approach

We combine industry and technology expertise into one service offering.

Expert Methodology

We can rapidly deploy our proven templates and methodologies to accelerate sustainable change.

Technology Solutions

Connect with us

Let’s talk about your next project.

Get in touch

We Work Across Alternatives

Private Equity

Lionpoint helps private equity clients navigate complex operations by leveraging our expertise and track record of implementing best-in-class technology solutions to optimize performance and drive growth.

Find out more

Private Credit & Liquid Debt

Lionpoint helps credit managers navigate the complexities of private credit, liquid debt, and structured products, enabling them to build scalable and profitable organizations.

Find out more

Real Assets

Lionpoint partners with Real Asset clients to navigate critical business transitions, driving growth through strategic insights and innovative solutions.

Find out more

With the following clients

General Partners

We help align intersection of technology and operations transformation to support.

Find out more

Limited Partners

We work with our clients to build out their ecosystem by driving optimization of operation and technological processes and systems.

Find out more

Fund Administrators

Supporting our clients enabling technology solutions that service their client base.

Find out more

Financial Institutions

Our strength in financial services consulting is enabling businesses with the processes and tools to support their strategic growth.

Find out more

Lionpoint Core Capabilities

Target Operating Model

Process Design and Optimisation

System Review and Selection

Organisation Design

System Implementation

Peer Benchmarking and Market Intelligence

Enterprise Transformation

Connect with us

Let’s talk about your next project.

Get in touch