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The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining
As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front
Recently, we attended a financial data industry event and listened to one company after another share their experiences in their
User Acceptance Testing (UAT) can throw projects into a frustrating and mind-numbing stall, which is catastrophic to any transformation. The
During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers
The integration of Artificial Intelligence (AI) in the financial sector is not merely a trend but a transformational evolution redefining
As we conclude the first quarter of 2024, the financial services industry continues to evolve at a rapid pace, driven
The financial industry is witnessing a transformational ‘tidal wave’ of change, with vendors exerting a gravitational pull on the front
Recently, we attended a financial data industry event and listened to one company after another share their experiences in their
User Acceptance Testing (UAT) can throw projects into a frustrating and mind-numbing stall, which is catastrophic to any transformation. The
During the 27th Annual GIPS Standards conference hosted by CFA Institute, Jonathan Boersma, CFA, was invited to speak on mergers
BACKGROUND A large Canadian pension fund manager needed to replace their outdated performance measurement and attribution platform. After years of
BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing
BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm
BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving
BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management firm to map and refine their client experience from initial
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Natural Allies: Investment Performance And The Data Office
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Operational Transformations: A Data-Driven Approach
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