Service: Solution Design

Business Process Management Concept.,Businessman Touch,On Virtual,Innovation Operations | Meradia

Driving Strategic Transformation for Wealth Management Firms: A Framework for Technology Vendor Selection

Like many industries, wealth management is undergoing a change. Demographic and generational shifts in wealth will continue to reshape services and enhance the digital experience . In a survey of 120 wealth managers, 87% reported that they have made significant investments in technology over the past several years. Tech transformations within large wealth management firms are often achieved through integrations of vendor platforms with proprietary applications, as stakeholder needs are particularly diverse. A single platform solution may solve for a set number of stakeholders, but firms with various client types require multiple solutions that integrate seamlessly. Deciding on the best technology partners requires a proven, structured approach to technology evaluation.

by Tina Madel, CFA, Senior Manager
Jose Michaelraj, CIPM, CAIA, Manager
Josh Gerwick, CFA, CIPM, Consultant

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3 Red Flags You Are Missing Business Transformation Opportunities

Have you selected a new investment operations system to replace your legacy technology and manual workarounds? Or have you decided to outsource investment operations to a service provider?

Both efforts are significant, and likely the largest your part of the organization has ever seen. Are you making the right decisions? Or are you missing a golden opportunity to advance your business and improve the way you work? Here are three red flags you’re overlooking business transformation opportunities.

by Brian J. Lollar, Managing Director…

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What is a Performance Book of Record (PBOR), and Why is it Important to Leverage Data as an Asset and Driver of Growth?

The concept of a Performance Book of Record (PBOR) has continued to evolve across the investment management industry. This paper, which was featured in the Journal of Performance Measurement, outlines the state of PBOR today and why it can help firms leverage enterprise data for future growth.

by Richard E. Mailhos, Principal and Investment Performance Practice Lead

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Signs It’s Time To Re-Evaluate Your Outsource Solution | meradia

Signs It’s Time To Re-Evaluate Your Outsource Solution

Has your outsource solution lived up to its expectations? Have real-world problems with integration and the production environment simply shifted bottlenecks or errors to new areas? Key operational components and workflows are the lifeblood of any large organization. But when decisions to outsource were made years or even decades ago, the criteria becomes dated and inapplicable. Don’t overlook these three signs it’s time to re-evaluate your outsource solution.

by Benjamin P. Smith, Client Partner…

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5 Client Experience Trends – And Why Your Firm Should Be Paying Attention

As financial firms seek to expand distribution, enhance efficiency, reduce costs and improve performance, they must also focus on the client experience. From the initial point of contact to ongoing client servicing and reporting, all interactions matter – and your clients are taking note. Negative experiences could lead to lost revenue, but positive experiences could be the key to unlocking future revenue. To ensure your business is staying competitive, consider these five trends shaping the client experience today.

by Timothy W. Jager, Principal…

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Control Your Data: Don’t Let Your Data Control You

Financial services organizations have complex and rapidly-evolving data requirements. Whether it’s navigating compliance with ESG standards or diversifying investment products into complex derivatives instruments and alternative investments, the challenges feel never-ending or even flat-out impossible to solve. This begs the question: Are you controlling your data or is your data controlling you?

by John E. Leavy,…

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