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Tokenization Meets Operations: Four Changes That Matter
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
Data & Digital Transformation
Thought Leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Thought Leadership
Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners by Brian Buzzelli
Thought Leadership
The Next Generation Operating Model: How Data, AI, and Automation Are Transforming Investment Operating Models by Brian Buzzelli
Meradia’s Data & Digital Transformation Practice assists you throughout the data lifecycle, from driving data management initiatives and integration of AI-based applications to complete data platform transformations. Our focus on applications, architecture, functions, and service improvements is geared to drive operational efficiency, adoption of transformative technologies, and promote business innovation.
Our industry expertise, combined with Meradia’s digital tools, analytical frameworks, and project accelerators, ensures that the solutions we propose and implement go beyond merely meeting requirements — but exceed our clients’ expectations.
DATA STRATEGY
- Align data strategy with business objectives
- Deliver tangible business outcomes
- Drive architecture modernization
- Enable adoption of applied AI and evolutionary technologies
- Establish effective data management and control
- Promote data literacy and governance
Applied Artificial Intelligence (AAI)
- Identify AI + human synergies
- Design AI-enabled processes and data architectures
- Evaluation, selection, and implementation of applied AI applications
Data Quality and Management
- Drive operational efficiency with data quality controls
- Ensure data quality specifications deliver fit-for-purpose data
- Define data ownership and stewardship
- Increase the trust and use of enterprise data
Data Literacy and Governance
- Improve the firm’s trust in data
- Ensure access to the right data when needed
- Increase confidence in the quality, accuracy, and security of data
- Enable data-driven decision making
- Provide a comprehensive understanding of data assets
Data Platforms and Architecture
- Simplify architectural complexity
- Enable transformation and transition to industry-leading data platforms
- Reduce redundant data stores, data movement, and latency
Data applications and platforms often rank as the second-highest expense in an asset manager’s budget, following human capital. Delivering a return on that investment is an ongoing challenge for every organization across both revenue-generating opportunities and cost-reduction exercises. We understand your challenges and design solutions to deliver business value through data management and transformation programs.
Latest Insights
All
Thought Leaderships
thought_leadership
thought leadership
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Translation Priority: Optional
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Translation Priority: Optional
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Translation Priority: Optional
thought leadership
Insights from the A-Team Group’s AI in Capital Markets Summit
Translation Priority: Optional
thought leadership
Escaping Excel Anarchy: The Hidden Problems of Excel
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
VIDEO: Transformation Tapes, Episode 1 (Data and the Next Generation Operating Model)
Client: Asset Managers
Translation Priority: Optional
thought leadership
FIMA USA 2025 Recap with Meradia: The Year of Data Prioritization
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thought leadership
Is Artificial Intelligence in Finance the Next Revolution or Gimmick?
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
Operational Controls and Instrumentation: “How Do You Know?”
Expertise: Data and Digital Transformation
thought leadership
Transforming Business Glossaries to Unleash Data Value
Service: Process Design and Change
Expertise: Data and Digital Transformation
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Applying Machine Learning Techniques in Investment Performance: Uncovering Heuristics to Decipher Data Quality Checks
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
thought leadership
The Next Generation Operating Model: How Data, AI, and Automation Are Transforming Investment Operating Models
Expertise: All Meradia, Artificial Intelligence and Machine Learning, Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Change Management: Forgotten? Afterthought? Or Strategic Investment for Success?
Service: Process Design and Change, Program and Project Management, Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Investment Accounting, Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Not needed
thought leadership
Data Architecture Evolution: Imperative…or Extinction?
Expertise: Data and Digital Transformation
thought leadership
Building a Resilient Data Strategy: Learning from UniSuper’s Google Cloud Incident
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
thought leadership
Migrating from Internal Data Stores to Cloud-Based Data Vaults: An Exploration
Service: System Rationalization, Vendor Selection
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Not needed
thought leadership
Recap: 2024 Investment Data and Analytics Symposium
Expertise: Data and Digital Transformation
thought leadership
Competitive Edge and Business Value Begins With Data Quality
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Translation Priority: Optional
thought leadership
Secrets to Successful Data Transformation Strategies
Service: Competitive Assessment, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers, Pension
thought leadership
Data Mesh – Investment Industry Trend or Unicorn?
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Maximizing Value In Asset Management: A Closer Look At Insourced Operations
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Revolutionize Investment Operations With AI-Driven Data Catalogs
Service: Conversion and Implementation
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Meradia and State Street: Transforming your operating model with data and technology
Expertise: All Meradia, Data and Digital Transformation
thought leadership
Data-Centric KPIs Enable Effective Management of Investment Performance Operations
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Natural Allies: Investment Performance and the Data Office
Service: Solution Design
Client: Asset Managers
Translation Priority: Optional
thought leadership
Operational Transformations: A Data-Driven Approach
Service: Conversion and Implementation
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
From Complexity to Efficiency – Modernizing Data Pipelines
Service: Conversion and Implementation, Solution Design
Expertise: Data and Digital Transformation
thought leadership
The Cost of Reactive Controls
Service: Process Design and Change, Solution Design
Expertise: All Meradia, Data and Digital Transformation
thought leadership
Nine Trends Defining Financial Data Management in 2023 and Beyond
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
thought leadership
4 Mistakes When Implementing a Data Catalog
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Automation: Taking Back Control From Excel and Email Anarchy
Service: System Rationalization
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Market Data Contracts – Managing the Invisible Fence
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
How Fund Operators Can Leverage “Dirty” Data To Enhance Business Intelligence
Service: Conversion and Implementation
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Why It Pays To Analyze Data on Day One of a Business Transformation
Service: Process Design and Change
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
The Wave of Mandatory ESG Financial Disclosures Has Begun. When Will the Wave Hit the U.S.?
Service: Strategy and Roadmap
Client: Asset Managers
thought leadership
Selecting a Data Aggregation Vendor? Here Are 5 Questions You Should Ask
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Cracking the Code on Automating Alternatives Data Management
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Control Your Data: Don’t Let Your Data Control You
Service: Solution Design
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Are You In Control of Your Market Data Costs?
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Beyond Enterprise Data Management into the Challenges of Alternatives Data Management
Service: Conversion and Implementation
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Design Thinking: How to Integrate Creativity into Data-Driven Business
Service: Solution Design
Expertise: Data and Digital Transformation
Client: Asset Managers
thought leadership
Performance Reporting Considerations: Environmental, Social and Governance Investment Strategies
Service: Strategy and Roadmap
Client: Asset Managers
thought leadership
Tokenization Meets Operations: Four Changes That Matter
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Architecting for Total Portfolio Approach
Service: Process Design and Change, Solution Design
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
Bridging Two Worlds: The Modern Analyst’s Role in Investment Operations
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Why Transformation Efforts Fail – Why Partnership and Trust Determine Success
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
The Challenges and Complexities Facing Today’s Pension Plans
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
The Case for a Total Portfolio Approach
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Asset Owner, Pension
Translation Priority: Optional
thought leadership
Is Poor Quality Custodian Data Constraining the Maturity of Your Performance Operating Model?
Service: Process Design and Change
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
Unlocking GIPS® Compliance Benefits for Asset Owners
Service: Process Design and Change
Expertise: GIPS® Advisory
Client: Asset Owner
Translation Priority: Optional
thought leadership
After-Tax Benchmark Methodology
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Wealth Managers
Translation Priority: Optional
thought leadership
What Is Tokenization of Financial Assets and How Is It Shaping the Future of Finance?
Client: Asset Managers, Industry Vendors
Translation Priority: Optional
thought leadership
Transformation Tapes, Episode 3: Collateral Management
Expertise: Derivatives and Collateral
Translation Priority: Optional
thought leadership
The Autonomy Trap: How Unchecked Autonomy Fragments Investment Operations
Service: Solution Design, Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
2026 Trends: The Next Generation Operating Model – AI, Data, and Alpha at Scale
Service: Solution Design, Strategy and Roadmap
Client: Asset Managers
Translation Priority: Optional
client journey
System Conversion for a Global Custodial and Service Provider
Service: Conversion and Implementation, Solution Design
Expertise: Performance, Risk & Analytics
Client: Service Providers & Outsourcers
thought leadership
Finding the Groove: Data Strategy as Foundation
Service: Strategy and Roadmap
Expertise: Data and Digital Transformation
Client: Asset Managers
Translation Priority: Optional
thought leadership
Fluent, Not Smart: What Large Language Models Really Mean for Asset Management
Service: Process Design and Change
Client: Asset Managers, Asset Owner
Translation Priority: Optional
thought leadership
Inside the Conversation: Meradia and State Street on Regulatory Readiness and Operational Change
Expertise: All Meradia
Client: Asset Owner
Translation Priority: Optional
thought leadership
Turning Reconciliation Into a Competitive Advantage
Expertise: Data and Digital Transformation, Front Office & Portfolio Management, Middle & Back Office Optimization
Translation Priority: Optional
thought leadership
3 Best Practices for Building Confidence in Performance Results
Service: Process Design and Change, Vendor Selection
Expertise: Performance, Risk & Analytics
Translation Priority: Optional
event
State Street Executive Consultant Roundtable
Category: Past Events
Associated Vendors: State Street Alpha
event
CIBC Mellon’s Montreal Year-End Client Reception
Category: Past Events
Associated Vendors: CIBC Mellon
thought leadership
From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
Service: Solution Design, Strategy and Roadmap
Translation Priority: Optional
thought leadership
From Data to Decisions: Leveraging Your Total Portfolio View
Expertise: All Meradia, Front Office & Portfolio Management
Client: Asset Owner, Insurance
Translation Priority: Optional
thought leadership
Understanding the Divide Between Multi Asset Classes and Total Portfolio View
Expertise: All Meradia, Performance, Risk & Analytics
Client: Asset Managers
Translation Priority: Optional
thought leadership
The Role of Automation in Operational Efficiency for Asset Managers
Service: Process Design and Change
Expertise: All Meradia
Client: Asset Managers, Wealth Managers
Translation Priority: Optional
We are a proud member of the SnowFlake Partner Network
We are delighted to announce that Meradia has joined the Snowflake partner network. This partnership solidifies our commitment to leveraging data solutions to drive innovation and deliver high-performance outcomes for our clients. By harnessing Snowflake’s cutting-edge data platform, we can provide unparalleled insights and efficiency to meet our clients’ unique needs.
Our consultants’ expertise has been acknowledged with the completion of the “Hands-On Essentials” badges, reflecting our dedication to deep knowledge and proficiency in utilizing Snowflake’s capabilities.
Discover firsthand how we can provide you with the solutions needed to advance your business forward.
Our consultants’ expertise has been acknowledged with the completion of the “Hands-On Essentials” badges, reflecting our dedication to deep knowledge and proficiency in utilizing Snowflake’s capabilities.
Discover firsthand how we can provide you with the solutions needed to advance your business forward.
Client Experience
From the first contact to a long-standing engagement, it is critical to have a cohesive roadmap of your customer’s journey to understand their pain points and evolve service accordingly. Moreover, client experience has emerged as a key differentiator for many financial firms amid increased industry competition.
The technologies your team relies on to maintain, report, and distribute key relationship data have changed dramatically over the last decade. Today, new systems emerge so rapidly that it is challenging to identify the most viable solutions and ensure all components function seamlessly.
Meradia has implemented transformational tools and technologies that allow organizations to exceed customers’ demands for new reporting and content delivery from complex and disparate data. We have a proven track record of enhancing many aspects of the customer experience, including:
The technologies your team relies on to maintain, report, and distribute key relationship data have changed dramatically over the last decade. Today, new systems emerge so rapidly that it is challenging to identify the most viable solutions and ensure all components function seamlessly.
Meradia has implemented transformational tools and technologies that allow organizations to exceed customers’ demands for new reporting and content delivery from complex and disparate data. We have a proven track record of enhancing many aspects of the customer experience, including:
- Client journey mapping
- Target operating model and roadmap development
- Individual-focused or holistic process evaluation and improvement
- Client reporting, both institutional and wealth
- Client portal implementation and functionality
- System selection and RFP processing
- Client data repository and mining
- CRM integration and design
- Sales and sales enablement
- Regulatory and compliance considerations
- RFP, RFI, DDQ tracking and response systems
By combining Meradia’s extensive knowledge of the buy-side investment management industry and our deep understanding of the technology ecosystem, we can help your firm navigate the path to provide an exceptional client experience.