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 don’t deliver transformation 
  • How Meradia builds scalable, future-ready operating models 
  • How FundGuard’s cloud-native, AI-enabled platform drives speed and efficiency 
  • How to avoid falling into “new system, old habits” 
  • Why collaboration between clients, tech providers, and consultants matters 
  • What’s coming: AI, smarter data sharing, and real-time operations 

Together, FundGuard and Meradia explore how smart technology and expert guidance can unlock operational efficiency and drive long-term growth.

Check out the full article here: https://hubs.ly/Q03wskRG0

Download Thought Leadership ArticleExpertises: , Clients: , Authors:

Chris Cassara

Chris Cassara drives business transformation within Meradia’s Trading and Investment Operations practice. With 25+ years in global financial services, he specializes in modernizing investment operations through digital transformation, data strategy, and implementation accelerators. Chris bridges business and technology teams to streamline IBOR/ABOR workflows, improve data integrity, and enable real-time decision-making. His expertise in quality assurance ensures scalable, high-performing solutions that meet the demands of today’s complex operating models.

John Reilly, Customer Onboarding Director at FundGuard

John Reilly, Customer Success Director at FundGuard, brings over 15 years of experience in financial services, with a strong focus on helping firms modernize their investment operations and technology. He began his career at Brown Brothers Harriman in the Investor Services group, delivering middle office solutions to asset management clients. In 2015, John joined Eagle Investment Systems, where he led ABOR and IBOR implementations as part of the Professional Services team. Since joining FundGuard in 2023, John has been guiding clients through the implementation of FundGuard’s cloud-native platform and supporting their transition to modern investment accounting.