Our Work

Righting The Ship: Saving A Foundering Project

Investment firms frequently undergo system conversions and implementations. When these projects fail, they may result in significant financial, operational or reputational risk. Even though investment firms work diligently to avoid or mitigate risk in the investment selection process, risk management is often an afterthought when it comes to delivering projects.

A large wealth manager engaged Meradia to help it reset a key project that was in danger of failing. The firm needed Meradia to take control of several key project components, including data validation, gathering/writing business requirements and establishing effective communications with the vendor involved in the implementation.

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