City Fios
City Fios is a Financial Services Consultancy founded in 1998 by ex-banking professionals.
We work closely with Senior Management in the Securities Industry, helping them to maximise their return on resources including staff, technology spend, or new business investments.
This work can consist of implementing improved management information, organisational restructuring, cost reviews, or business planning and investment reviews.
Our particular focus area is sales revenue tracking information within Investment Banks. Within this area we also provide a software toolkit for managing and producing sales revenue data.
The Fios toolkit is our proprietary sales and client tracking system for financial institutions.
We designed and developed the system based on our experience as users of similar systems as business managers. It caters for all aspects of client revenue tracking from client set up through trade capture to analysis of sales performance.
- Quantify client value and sales history
- Assess individual staff sales performance
- Track sales revenue to budget and booked P&L
Fios has been implemented in six banks and
across all major product lines