Data and Technology

Case Study

Data Warehouse Implementation for Multi-Boutique Investment Manager

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Thought Leadership

Revolutionize Investment Operations With AI-Driven Data Catalogs

by Andrew Jacob, CFA

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Thought Leadership

Data-Centric KPIs Enable Effective Management of Investment Performance Operations by Clay Corcimiglia

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Investment managers of all types have grown through a mixture of organic expansion and acquisition, resulting in complex and potentially fragmented data silos. Effective enterprise data management programs can provide access to information across multiple business units, enabling better decision-making and improving operational efficiency.

Meradia has worked with clients on all aspects of data management transformations, including:
  • Initial strategic roadmap
  • Execution of dedicated master data management
  • Data governance
  • Data integration
  • Self service data delivery
  • Information delivery projects

We focus on the outcomes for our clients, helping them deliver data in valuable forms that are stored securely and accessible to end users. Our experience covers core data management approaches and the enabling technologies that provide quality data management and lineage.

As capabilities and demands grow, we help our clients deliver near real-time information through multiple delivery channels. Subsequent generation enterprise data management demands extended flexibility and agility, always-on trusted data, and data virtualization. Meradia’s team of experts can help you navigate the data landscape to minimize risk and deliver data efficiency throughout the front, middle, and back offices.

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:

  • 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.

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