Suite2Go is a financial software consultant that is an expert in understanding the problems in the financial services industry and how to best solve them with technology solutions.  We were founded in 2017 and come with more than 80 years of combined experience across 4 Principals who have expertise across; capital markets, data management, regulatory and risk reporting, asset and wealth management, including front and back office and asset servicing. We look to assist world class Fintech organisations to achieving success in their chosen target market by bringing solutions to the financial services industry to overcome challenges and address problems while saving cost and time for both buyers and sellers.

OUR HISTORY

Suite2Go was formed in 2017, a time when there was significant advancement in Fintech.

Suite2Go identified that Startup Fintech companies often have a demanding schedule just to get their product and solution market ready, and were under resourced and skilled in the area of taking their solution and services to market.

Suite2Go formulated an out of the box results focused service offering to allow Fintech organisations to connect with other similar organisations and end clients.

As the company evolved, we also learnt that large international fintech companies did not have the time, nor the resources or relationships to break into the Australian market. The Australian financial services market as a result was missing out on some world class technology.

 

Suite2go are the bridge that fills this current gap in the industry which benefits both software vendors and the financial services industry.

OUR VISION

Our vision is to assist world class Fintech organisations to achieving success in their chosen target market.

To be the go-to source for financial services organisations who require world leading Fintech solutions to strengthen their business and capture opportunities as well as reduce risks.

OUR TEAM

John Ryan, Suite2go

John Ryan, Suite2Go Co-Founder – Accountant with over 25 years of wide ranging fintech experience in capital markets and investor communications. He held many roles with Broadridge, but mainly as regional strategy head. He is across a wide array of financial services technologies including: proxy voting, payments, investor communication and developments in blockchain technology. Drawing from a deep strategic business development experience across the Australasian region to build out Suite2Go’s capabilities. John is also the co-founder and Director General Policy for the Emerging Payments Association Asia.

https://www.linkedin.com/in/jaryan1

Camilla Bullock, Suite2go

Camilla Bullock, Suite2Go Co-Founder – Having specialised in complex data sales with Thomson Reuters (now Refinitiv) for over 12 years, Camilla has specialised in market solutions for Governance, Risk & Compliance as well as corporate actions. With extensive connections in the Australian Financial Services space, Camilla is a master connector and highly skilled event planner. She is also co-founder and Director General Community for the Asian Emerging Payments Association.

https://www.linkedin.com/in/camillaolofsson

Leanne Bradley, Suite2go

Leanne Bradley brings over 20 years of front office and product management experience from the buy side to her role with Suite2Go. Leadership positions with BT Investment Management (now Pendal), Deutsche Asset Management, Aberdeen and AMP Capital give Leanne the perspective of how to transform investment management processes from the top down. Leanne splits her time between consulting for Suite2Go clients and various Board level responsibilities.

https://www.linkedin.com/in/leanne-bradley-6663209

Andrew King, Suite2go

Andrew King has worked for multiple financial services technology companies in London and Australia over the past 16 years simplifying complex problems and creating best of breed solutions across both the sell and buy sides of the market. Business Development roles with IHS Markit, Symphony, Droit, ChartIQ and ipushpull have provided Andrew with insight into internal and external workflow pain points and the technology solutions available to create greater operational efficiency.

https://www.linkedin.com/in/andrewking1

WHAT WE DO

Suite2Go look to connect world class fintech solutions to solve financial industry problems while saving time and cost for both buyers and sellers.

World Class Fintech solving problems with solutions

THE PROBLEMS WE HELP SOLVE

Cashflow reporting
Unit pricing
Asset Valuation verification
Liquidity management

APRA reporting
ASIC reporting
Risk reporting
Economic reporting

Fee Calculations
Automation of rebates
Performance fees
Invoicing and client billing

AI for administration
Data quality
Chess replacement
Shareholder reporting

Charting
Economic reporting
Workflow

OUR PROCESS

Suite2Go provides a smooth experience for buyers and sellers of financial service software from initiation, understanding the problem (research, strategy, round table and workshops) to procuring the solutions (curation, demos, proof of concept) to implementation and production (project management, account management) as a trusted partner.

Our 7-Step Engagement Process

Curator Connector Consultant Advisor Trusted Partner

Due Diligence

reduces the time for buyers to make decisions. As the industry’s trusted partner, we only represent systems which are world class and can adapt to the Australian market nuances. Potential buyers of the software can take comfort that the system has been through a rigorous process prior to coming to the market.

Research

enables vendors to obtain a quick understanding of the local market and the relevant channel segments and their needs. The research conducted is also useful information for buyers of software, as it highlights some of the common issues within the industry.

Events

connects the financial services industry with thought leaders in the fintech sector, while also enabling discussion to solve industry wide issues. Events include roundtables, webinars and participation in relevant industry conferences.

Meetings

a deeper understanding of each channel and specific clients and their business challenges. We do not lead with solutions the aim is to first understand each client, their business, and the problems they are looking to solve.

Pipeline

as we work with our clients, we gain a better understanding of their main challenges and where technology can help improve their business. We can then introduce them to specific vendor solutions. Once a need is identified it is only then that a demonstration of the software is offered.

Software feedback

we use software demonstration sessions as a way to not only demonstrate how a specific technology may help eliminate a business challenge but also gain meaningful feedback on how the latest fintech solution may need to be enhanced to address specific local issues.

Customer life cycle management

as we connect clients with specific vendor solutions, we gain an intimate understanding of the businesses we are working with and our consulting can be extended to provide project management of Proof of Concept, and implementation. Many of our clients also choose to use us for ongoing client relationship management.

OUR CLIENTS

WE ARE PROUD TO WORK WITH

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Suite2Go

Manly, Australia

+61 411 655677