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.