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Relevant Courses. Expert Instruction.

Experienced Consulting. Real Results.

The Cline Group provides capital markets training, recruiting, and strategic consulting services for the global financial markets industry. The company was founded by Bill Cline, successful entrepreneur at companies such as Rich, Inc. and FD Consulting and long time global capital markets industry managing partner at Accenture and its predecessor company Andersen Consulting..

We design our capital markets learning experiences to be insightful and predictive of the future while factually grounded in tangible industry metrics, characteristics we believe make our approach more pragmatic than courses mired in a definitional or academic approach. In developing our course content, we use extensive retail and institutional industry research from the Aite Group, a leading financial services research organization, and select industry associations such as the World Federation of Exchanges. Our focus on the nuances of competitive differentiation in trading, asset management, middle and back office processing, operational efficiency, and high performance data management help participants to identify and confirm trends they then use to advance their own business objectives and improve operations. Our approach leads to a more pragmatic learning experience that fosters more immediacy in delivering tangible business value that propels growth and operational excellence.

We offer a regularly scheduled 2.5 day financial markets overview course Challenges, Differentiation, and Innovation In Financial Markets as well as a variety of multi-day, single day, and half day courses for individual companies at the locations of your choosing worldwide. Our enterprise agreements for leading companies bring together their high performers in sessions that combine industry learning with facilitated discussions of growth strategies contextual to that company. Please see the summary of our training courses for a complete list of our financial markets industry offerings.

The Cline Group also offers extensive advisory and consulting services in areas such as growth and strategy, operational effectiveness, M&A and investment due diligence, major IT program reviews, sales and marketing initiatives, and alternative sourcing strategies and best practices. Our experience spans all industry segments from front to back office, buy side and sell side, and market intermediaries such as exchanges, ATSs, central counterparties, custodians, and depositories.

Following industry innovation and competitive differentiation so closely, we frequently author research studies and white papers that provide insights into key industry trends and challenges. We invite you to read our latest publication - A New Perspective On Enterprise Data Management.

Mr. Cline is a frequent media commentator on major trends and developments in the global capital markets industry, having appeared on CNBC, Bloomberg TV and newswires, NPR Marketplace and Talk of the Nation, Reuters & Dow Jones Newswires, Marketwatch, Wall St. Journal, USA Today, NY Times, Securities Industry News, Information Week, BusinessWeek, Forbes, Wall Street & Technology, and many other leading publications.


 

 

 

 

 

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