info@meradia.com.svg.png){kind=small}
Performance Vendor Selection: RFP and Proof of Concept
BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform. After years of asset growth and complexity, the
Études de cas
Client Reporting for Multi-Family Office
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,
Integration 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
Market 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
Enterprise 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
Client 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