Our Work

Back to the Future: Building a Strategic Roadmap

Client reporting is a critical operating process. As such, firms often look to improve the processes supporting the client-reporting engine. One such investment company was concerned that the current process and the cohesiveness of outputs required improvement. The investment firm retained Meradia Group to develop a strategic roadmap for its client reporting functions. It also requested that Meradia advise on industry best practices for client reporting outputs. 

Read More