Hybrid Project Methodology: A Fresh Approach to Performance Implementations

Most performance system implementations follow a linear structure: source, validate, and load the required data; configure a storage repository for results; create a reporting system to deliver results to consumers; and finally, establish operational workflows and controls around the entire process. Given this arrangement, the customary practice has been to employ a traditional ‘waterfall’ project […]

Machine Learning is Transforming Data Quality in Investment Operations: Uncovering the Patterns and Why You Should Care

From an early age, we are trained to recognize consistencies and breaks in patterns, spotting similarities and identifying differences. Whether learning to read, identifying objects in nature, or recognizing faces, pattern recognition is ingrained within us. This ability extends beyond daily life and into highly technical fields. Radiologists, for instance, analyze X-rays and scans, searching […]

FIMA USA 2025 Recap with Meradia: The Year of Data Prioritization

Earlier this week, the Meradia team sponsored WBR’s premier data event, FIMA USA. The event highlighted the growing importance of data management, AI innovation, and structured data governance. As organizations continue to scale, the need for strategic planning, the onboarding or training skilled talent, and strong collaboration will remain central to the success of all data […]

ISITC Securities Operations Summit 2025 – Event Recap by Meradia: Shifting Cycles, Smarter Tech, and the Future of Ops

The 31st Annual ISITC Securities Operations Summit, held earlier this week, brought together professionals from across the financial services industry to engage with thought leaders shaping the future of operations. Centered around the theme Resilience Through Innovation: Preparing for the Next Decade in Financial Services, the event explored topics including accelerated settlement, AI, U.S. Treasury clearing, […]

Is Artificial Intelligence in Finance the Next Revolution or Gimmick?

“As of March 2025, Artificial Intelligence heavyweight Open AI is valued at $300 Billion. Nvidia Corp, one of the largest facilitators of AI, has surpassed Apple to become the world’s most valuable company. More than 25% of all code at Google is now AI generated.” (Channel Insider, WSJ, Fortune) Though seemingly unbelievable, these headlines are accurate and effectively […]

ISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways

The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency, and strategic partnerships […]

Achieve Clarity With Total Portfolio View

The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total portfolio exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment boards […]

InvestOps USA 2025: Key Takeaways on Transformation, Outsourcing, and the AI Reality Check

INTRODUCTION InvestOps USA 2025 brought together 950+ industry leaders to discuss the latest trends in investment operations, covering outsourcing, transformation, and the ever-present data challenges. Conversations with vendors, clients, and panelists highlighted key themes that will shape decision-making this year. Outsourcing: Shifting from Transactions to Partnerships One of the biggest shifts in outsourcing is the […]

Operational Controls and Instrumentation: “How Do You Know?”

SUMMARY The financial industry is in a state of constant change and with highly complex operations, where organizations are increasingly asking themselves a fundamental question: “How do we know?” This question is at the heart of operational awareness, data integrity, and decision-making. This article explores the imperative role of operational controls and instrumentation, illustrating the […]

Transforming Business Glossaries to Unleash Data Value

INTRODUCTION Most firms know their data is valuable but capturing that business value can be challenging. Studies show that poor data quality costs organizations an average of $15 million per year (Gartner, Actian). Data governance tools enable employees to independently validate how to use a given field or search for potential matches for a business […]

Skip to content