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In our first article, Are You Ready for AI?, we explained how true AI readiness is less about chasing the latest tools and more about achieving operational maturity. Firms that succeed start with clean data, sound processes, and strong governance; the foundation quality is what determines whether AI delivers value or magnifies flaws. This second
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From Bricks to Bytes: A Modern Blueprint for Data Architecture Inspired by Urban Design
The most powerful ideas often come from unexpected conversations. I had a philosophical dialogue with my partner, an urban designer from Harvard. We discussed how cities are planned not just for the present, but for decades ahead. It struck me: data architecture faces the same challenge. Just as an urban designer balances growth, mobility, and
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Meradia & CIBC Mellon: Applied AI & Data Roundtable Event Recap
Turning Innovation into Impact The 2025 Applied AI & Data Roundtable, co-hosted by Meradia and CIBC Mellon, brought together senior leaders from across the Canadian financial industry to exchange candid perspectives on how artificial intelligence is reshaping investment services. Meradia’s representatives included Brian Buzzelli, Martin Ouellette, Rich Mailhos, and Laurie Hesketh. From Possibility to Progress:
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Next Generation Data Platforms: A Closer Look at Arcesium, Finbourne, CWAN, and Indus Valley Partners
The investment management industry is at a critical juncture. Cloud-native technology, AI-driven analytics, and data-as-a-product models are converging to reshape how firms operate. Those that modernize their data ecosystems will gain agility, scalability, and resilience. Those who don’t risk being left behind by mounting complexity and inefficiency. Meradia’s research and client work demonstrate that investment
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Is Your Data Ready for AI?
Currently, AI is featured in headlines, boardrooms, conference agendas, and nearly every strategic roadmap. The pressure to act is growing, but amid the momentum, one truth often gets lost . AI’s value depends on the integrity of the foundation upon which it’s built. Artificial intelligence is advancing rapidly, but its success isn’t about chasing every
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Transformation Tapes, Episode 2: Vendor Selection and Performance System
Just dropped! Episode 2 of Meradia’s Transformation Tapes, an insightful conversation between @Tina and @Jenny, diving deep into performance vendor selection strategies that every performance industry professional needs to hear. Are you making the classic mistake of focusing only on the calculator? Tina breaks down why end-to-end thinking is crucial and shares her unique perspective
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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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Insights from the A-Team Group’s AI in Capital Markets Summit
The inaugural AI in Capital Markets Summit, hosted by A-Team Insight, from A-Team Group, delivered an excellent day of dialogue, strategy, and pragmatic innovation at the intersection of artificial intelligence and financial services. Industry thought leaders, technologists, and data practitioners convened to share real-world insights on what’s working, what’s challenging, and what’s next. The following
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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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