UK Long-Term Savings and Retirement Business

Programme
Data Migration & Integration
Industry
Financial Services

A large financial services organisation undertook a strategic shift towards an insourced investment and asset management operating model following a major acquisition. The programme focused on integrating acquired capabilities and multiple legacy entities into a single investment data platform over a multi-year period.

Programme Outcomes Delivered

• Investment data migration

• Financial reporting process standardisation

• Data reporting and management insights

• Enterprise risk platform implementation

Customer Value Delivered

• Integrated multiple entities to establish a single, trusted source of investment data, supporting front office enablement, liquidity management and regulatory reporting

• Improved data analytics and reporting capabilities across asset management, enabling more robust liquidity processes and calculations

• Standardised financial reporting processes aligned to a working day timetable

• Implemented a new integration delivery model recognised internally as a benchmark for technical and business documentation

• Automated integration processes through consistent, standardised approaches