Portfolio Categories: Wealth Management

15Nov

Data Quality Assurance for M&A Integration Program

Data Quality Assurance for M&A Integration Program Project Description Our client, a leading Australian wealth manager, acquired the Australian and New Zealand operations of a global financial services firm.  They established a $500M program of work to integrate the new entity.  A foundational project was initiated to integrate 7 product administration systems into the client’s […]
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13Apr

Stronger Super Regulatory Reporting

Stronger Super Regulatory Reporting Project Description Our client needed support to design and implement an enterprise reporting solution to address new APRA reporting requirements. What We Did Architecture Definition Document defining the IT solution to support revised APRA submission as part of the Stronger Super legislation, following Enterprise Architecture principles Cost/ benefit analysis  for possible […]
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13Apr

Strategic IT Operating Model

Strategic IT Operating Model Project Description Define the way the business should be structured to best deliver its services, taking into account agile ways of working, and the collaboration and integration required across IT service lines in order to meet business and customer needs. What We Did Define the way the business should be structured […]
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13Apr

Delivering an Integrated Digital Experience Post-Merger

Delivering an Integrated Digital Experience Post-Merger Project Description Following the acquisition of another wealth manager, our client was seeking to integrate the new business into its financial advice and customer sales and support digital platform. What We Did Design and develop a new adviser portal using a best of both approach from the 2 existing […]
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