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BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with
Read Full ArticleIntegration into Eagle Data Management System
BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm which would increase their AUM to $80 billion. The acquired firm traded predominantly derivative securities and needed expertise on how to handle these securities in Eagle Data Management. The client then acquired a second firm
Read Full ArticleMarket and Competitive Analysis for Software Provider
BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving future growth and success. Meradia’s investment management expertise, deep industry contacts and focused determination led to a successful project that helped shape the company’s vision and direction. Working collaboratively with the company’s executive leadership team,
Read Full ArticleEnterprise Transformation for Wealth Manager
BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the course of 15 years, the legacy platform acquired additional functionality: security master, internal reporting, order management, rebalancing, OCC Reg-9 compliance, analytics, proposal generation and performance reporting. Virtually all aspects of the business were impacted including
Read Full ArticleClient Journey Optimization Leveraging Design Thinking
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management firm to map and refine their client experience from initial prospect contact through the entire engagement lifecycle. The firm desired to provide increased scale for client and company growth while maintaining the level of excellence that has resulted in an extremely high retention rate. Furthermore,
Read Full ArticleAsset Manager Client Reporting Requirements and Vendor Selection
BACKGROUND An investment management firm with $100 billion AUM wanted to ensure their end-state client reporting platform would support their evolving business. They retained Meradia to lead a strategic initiative to evaluate the current client reporting environment, prioritize and document future state reporting requirements. Following this, Meradia led the client through a selection process and
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