What Weddings Taught Me About Implementations Over the past year, my youngest daughter, along with a team of family members, has been meticulously planning her wedding. They’ve tackled everything from cake tastings and floral arrangements to seating charts. For anyone involved, the process can be intricate and demanding. Reflecting on this, I was reminded of
Read Full ArticleHybrid Project Methodology: A Fresh Approach to Performance Implementations
Most performance system implementations follow a linear structure: source, validate, and load the required data; configure a storage repository for results; create a reporting system to deliver results to consumers; and finally, establish operational workflows and controls around the entire process. Given this arrangement, the customary practice has been to employ a traditional ‘waterfall’ project
Read Full ArticleMachine Learning is Transforming Data Quality in Investment Operations: Uncovering the Patterns and Why You Should Care
From an early age, we are trained to recognize consistencies and breaks in patterns, spotting similarities and identifying differences. Whether learning to read, identifying objects in nature, or recognizing faces, pattern recognition is ingrained within us. This ability extends beyond daily life and into highly technical fields. Radiologists, for instance, analyze X-rays and scans, searching
Read Full ArticleFIMA USA 2025 Recap with Meradia: The Year of Data Prioritization
Earlier this week, the Meradia team sponsored WBR’s premier data event, FIMA USA. The event highlighted the growing importance of data management, AI innovation, and structured data governance. As organizations continue to scale, the need for strategic planning, the onboarding or training skilled talent, and strong collaboration will remain central to the success of all data
Read Full ArticleISITC Securities Operations Summit 2025 – Event Recap by Meradia: Shifting Cycles, Smarter Tech, and the Future of Ops
The 31st Annual ISITC Securities Operations Summit, held earlier this week, brought together professionals from across the financial services industry to engage with thought leaders shaping the future of operations. Centered around the theme Resilience Through Innovation: Preparing for the Next Decade in Financial Services, the event explored topics including accelerated settlement, AI, U.S. Treasury clearing,
Read Full ArticleIs Artificial Intelligence in Finance the Next Revolution or Gimmick?
“As of March 2025, Artificial Intelligence heavyweight Open AI is valued at $300 Billion. Nvidia Corp, one of the largest facilitators of AI, has surpassed Apple to become the world’s most valuable company. More than 25% of all code at Google is now AI generated.” (Channel Insider, WSJ, Fortune) Though seemingly unbelievable, these headlines are accurate and effectively
Read Full ArticleISDA & SIFMA AMG Collateral and Liquidity Management 2025: Key Takeaways
The ISDA & SIFMA AMG Collateral and Liquidity Management Conference brought together industry leaders to discuss the evolving landscape of collateral management, liquidity, and regulatory compliance. Conversations centered on the impact of treasury clearing, the need for resilient collateral strategies, and the knowledge gaps in repo collateral management. The consensus? Firms must embrace automation, efficiency, and strategic partnerships
Read Full ArticleAchieve Clarity With Total Portfolio View
The Challenge of Limited Visibility Leadership is difficult even in ideal conditions. Imagine stepping in as a new Chief Investment Officer (CIO) at a pension fund or endowment, tasked with overseeing all asset classes, only to discover that visibility into total portfolio exposures is fragmented, delayed, or buried across disparate systems. CIOs and investment boards
Read Full ArticleInvestOps USA 2025: Key Takeaways on Transformation, Outsourcing, and the AI Reality Check
INTRODUCTION InvestOps USA 2025 brought together 950+ industry leaders to discuss the latest trends in investment operations, covering outsourcing, transformation, and the ever-present data challenges. Conversations with vendors, clients, and panelists highlighted key themes that will shape decision-making this year. Outsourcing: Shifting from Transactions to Partnerships One of the biggest shifts in outsourcing is the
Read Full ArticleOperational Controls and Instrumentation: “How Do You Know?”
SUMMARY The financial industry is in a state of constant change and with highly complex operations, where organizations are increasingly asking themselves a fundamental question: “How do we know?” This question is at the heart of operational awareness, data integrity, and decision-making. This article explores the imperative role of operational controls and instrumentation, illustrating the
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