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Rethinking Transformation in Investment Management Meradia recently co-hosted a webinar with FundGuard exploring the reality of modernizing investment operations. Too often, “transformation” gets reduced to a technology upgrade, but without addressing underlying operating models, firms risk spending heavily without achieving real long-term value. Meradia’s Chris Cassara and FundGuard’s Kirk Littleton shared how firms can move
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Don’t Just Replace your Legacy Technology, Rethink Your Operations
Replacing legacy systems isn’t enough. To compete in today’s investment landscape, firms must rethink how people, platforms, and processes work together. In this Q&A, Meradia’s Chris Cassara and John Reilly of FundGuard share how they help asset managers and servicers modernize operations, accelerate implementation, and unlock long-term value. What they cover: Why tech upgrades alone
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VIDEO: Transformation Tapes, Episode 1 (Data and the Next Generation Operating Model)
Join Chris Cassara and Andrew R Jacob, CFA, in Episode 1 of Meradia’s Transformation Tapes as they start their conversation and explore how data has evolved from an operational byproduct to a critical competitive lever for investment firms. At Meradia, we recognize that the most successful firms are those where data, technology, and process optimization
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Meradia and State Street: Transforming your operating model with data and technology
Meradia’s Chris Cassara was invited to join Frank Smietana and present his insights at State Street‘s 2023 Consultants Day. During his interview, Chris shared his knowledge and expertise on how data and technology can be leveraged to transform operating models in the financial industry. This is an excellent opportunity for viewers to gain a deeper understanding of the benefits that
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