UK Long-Term Savings and Retirement Business
Programme
Industry
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



