15Mar

Data Quality Assurance

Data Quality Assurance 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 core IT platforms, including […]

27Nov

Data and Analytics Capabilities Assessment & Roadmap

Data and Analytics Capabilities Assessment & Roadmap Project Description Our client is a member owned financial cooperative who requested assistance in developing their Data and Analytics capabilities target state architecture and road map. What We Did Current state assessment (data capabilities, data sources, repositories, reporting tools etc) Produced High Level Requirements for a Data and Analytics platform […]

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 […]

Portfolio Categories: Wealth Management

Data Quality Assurance

Data and Analytics Capabilities Assessment & Roadmap

Data Quality Assurance for M&A Integration Program