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In the ever-evolving landscape of financial services, the industry is increasingly adopting the approach of acquisitions and advanced technological integration. These trends, driven by a multitude of factors, have profound implications for the industry by altering the strategies and resources required for success in the market. Factors to Consider During Consolidation in Financial Services MARKET
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Vendor Spotlight: FundGuard
A frequently asked question Meradia encounters is our opinion on various vendors. To assist our audience, we have launched a Vendor Spotlight Series, engaging in open dialogues with vendors to discuss industry trends, product positioning, and their collaborations with clients and partners.
In this first installment, Jeremy Welch, Manager for Meradia’s Trading and Investment Operations practice, interviews Diane McLoughlin, Program Management Director at FundGuard. With 35 years of experience, Diane has led onboarding teams for over 150 clients and has previously held leadership roles at Clearwater Analytics and Eagle Investment Systems, a BNY company. Jeremy and Diane discuss how FundGuard’s AI-driven investment accounting platform alongside Meradia’s expertise in investment operations and technology consulting. We cover the adoption of modern technology and data management, emphasizing the integration and implementation process, and highlighting how both companies are enhancing scalability, reducing costs, and improving customer experiences in the investment industry.
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Outsourcing: An Insider’s Framework for Finding the Right Service Provider
Now more than ever, investment managers are outsourcing the responsibility of improving operational efficiency. Service providers taking on this task have enhanced their offerings over the last several years to accommodate the ever-changing complexity of the financial services industry. As such, your firm will need a focused due diligence effort to assess the available options in the marketplace. This includes evaluating the capabilities of different market solutions, the ability to configure versus customize, the overall operational model and, most important, assessing your readiness for the transformation itself. Meradia’s consultants leverage their decades of outsourcing experience to provide a framework for your firm’s next outsourcing project.
by Tom McCorkell, Senior Manager
Jeremy Welch, Manager
2022 Industry Outlook: Investment Performance
Investment performance teams are under pressure to adapt to economic and market volatility amid rapid industry consolidation, operational outsourcing and technological disruption. When working with institutional asset managers, asset owners, wealth managers, insurers, and asset servicing vendors, Meradia has observed the impact of these trends firsthand. Here, we examine the forces at play and how the industry may evolve in 2022 and beyond.
by the Meradia Investment Performance Practice
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