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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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Escaping Excel Anarchy: The Hidden Problems of Excel
Excel remains a cornerstone tool in financial services due to its accessibility, flexibility, and powerful data manipulation capabilities. Its intuitive interface and widespread adoption empower business users to perform complex calculations, build financial models, and easily generate reports. This accessibility fosters innovation, enabling teams to respond quickly to evolving business needs without waiting for IT
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From Friction to Flow: Rethinking Derivatives Operations with AI
In a world where front offices are adopting AI for portfolio construction and risk modeling, the middle office is quietly falling behind. Operational failures cost the industry Billions annually. According to DTCC, a global trade fail rate of just 2% leads to approximately $3 billion in costs each year, much of it stemming from outdated,
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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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Navigating the Future: Modernizing and Transforming Investment Technology and Operations
The Continuous Need for Modernization The investment industry is evolving rapidly, driven by technological advancements, regulatory changes, and increasing investor expectations. To remain competitive, firms must continuously modernize their people, processes, and systems. Stagnation no longer creates inefficiencies, it creates risk. Modernization is not merely about adopting new technology; it requires a fundamental shift in
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From Wedding Planner to Project Manager: Lessons in Implementation Success
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
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ISITC 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,
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Is 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
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ISDA & 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
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Achieve 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
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