Apexis Partners is a specialist consulting firm focused on operating model transformation, process automation and data-driven governance for global markets businesses.
Start a conversationWe combine deep capital markets domain knowledge with hands-on transformation delivery to solve complex operating challenges.
End-to-end redesign of front-to-back value chains. We map the current state, identify structural bottlenecks and design scalable target operating models.
Systematic identification of manual touchpoints and design of automation strategies that improve throughput without proportional headcount growth.
Data-driven performance monitoring, from dashboard design to governance rituals. We embed the instrumentation that makes transformation measurable and sustainable.
End-to-end management of complex regulatory implementations — SFTR, CRR2, EMIR and beyond — with cross-functional coordination across IT, Risk and Operations.
Translating business requirements into functional specifications, data models and system designs. We bridge the gap between what the business needs and what technology delivers.
Rapid prototyping and deployment of intelligent automation solutions. We use AI tools to deliver working process improvements in days, not months.
Our team brings direct operating experience across the capital markets value chain and its key participants.
Global markets divisions, trading desks and COO functions at Tier-1 and Tier-2 institutions.
Exotic and vanilla derivatives, structured equities, commodity trading and associated lifecycle management.
Global securitisation platforms, from origination through structuring, operations and regulatory reporting.
Post-trade services, clearing, settlement and the technology platforms that support them.
A proven engagement model that moves from understanding to implementation — and ensures transformation outlasts our mandate.
Front-to-back process mapping, friction analysis and automation opportunity assessment. Delivered as a structured audit with prioritised findings and ROI estimates.
Target operating model, automation roadmap and functional specifications. Working prototypes where applicable — not just slides.
Hands-on implementation embedded within client teams. Automated workflows, system configurations and process redesigns — built and tested in production.
KPI frameworks, performance dashboards and governance rituals. Structured handover to BAU ownership so transformation becomes business-as-usual.
Selected engagements across Tier-1 investment banks in Paris, New York, San Francisco and Casablanca.
Operating model transformation of a Structured Equities value chain, supporting +20% business growth through improved STP and scalability.
Functional redesign of a global securitisation platform, replacing fragmented Excel-based processes with scalable system architecture.
End-to-end delivery of SFTR regulatory reporting across 150+ data fields, coordinating IT, vendors and business teams to compliant go-live.
Our latest thinking on the forces reshaping capital markets operations — from AI adoption to regulatory change.
Banks are investing heavily in AI, but few have embedded it into core operating workflows. We explore the gap between pilot projects and production impact.
Manual validation, lifecycle intervention and exception handling silently consume operating capacity. A framework for quantifying what most banks overlook.
Most governance frameworks collapse within months of project handover. How to design performance instrumentation that becomes part of the operating rhythm.
Founding Partner
12+ years of capital markets transformation experience across six Tier-1 institutions including BNP Paribas CIB, Crédit Agricole CIB, Société Générale CIB and Exane. Specialised in front-to-back operating model redesign for derivatives, structured products and securitisation businesses.
We work with banks and financial institutions on mandates of all sizes — from targeted diagnostics to full transformation programs.