Insights
Our team shares in-depth analysis, industry insights, and real-world case studies to help you navigate the evolving capital markets landscape. Explore our latest thinking and see how innovation drives success.
SAAQClic Project – Analysis of the evidentiary causes of a failure of digital transformation
The implementation of the SAAQclic project, aimed at a major digital transformation of the services of the Société de l'assurance automobile du Québec, encountered significant difficulties. This analysis looks at the compelling causes of this failure, examining the organizational, technical, and managerial factors that contributed to the observed dysfunctions.
Singapore Asset Manager Front to Back Transformation
The Opportunity The company, a leading Singapore asset manager, faced challenges with the largest digital transformation project in the firms history. The project was to completely revamp and modernize their entire front to back systems, processes and operations. In addition, the firm wanted to build out a new data and…
Global Reinsurance Subsidiary Startup and Growth Acquisition
The Opportunity A leading global asset manager launched a reinsurance subsidiary, with a bold vision of fast paced multi-billion dollar acquisitions to build up their book of business. The firm had the following three challenges, which they needed help to address: Time-To-Market Pressure as the company needed fully operational IT…
Sovereign Wealth Fund New Product Implementation
The Opportunity The client, a leading asset manager, wanted to give their portfolio managers an additional toolbelt to generate alpha. In addition, they wanted to open up additional investment strategies which were not correlated and provided diversification benefits to their current portfolio. The FINARCH team helped advise the client on…
US Insurer Accounting and Cloud Reporting Transformation
The Opportunity The company, a leading US insurer, faced challenges with financial reporting due to fragmented systems and manual processes, hindering operations and investment decision making. Their vision was for a unified accounting system that covered most accounting workflows and processes. In the backend of the accounting system, a new…
Canadian Pension IBOR/ABOR, Performance and Data Analytics Transformation
The Opportunity A leading Canadian Pension Fund, managing over $80 billion in assets, faced challenges with not being able to attribute fixed income performance, over-reliance on custodians for accounting function, and manual workflows for processing and handling derivatives and other OTC instruments. FINARCH partnered with the pension fund to deliver …
Case Study – Global Insurer and Asset Manager Digital Transformation
The Opportunity The company, a leading global asset manager and insurer, faced significant operational challenges due to fragmented systems and manual processes across its 10+ international offices spanning their global operations. Each region relied on country-specific accounting workflows and procedures, fragmented trading systems, operations and reporting workflows, creating silos that…
Progress makes Perfect: Why you don’t need a conventional Target Operating Model
Target Operating Models aims to outline the desired allocation of resources to achieve critical business functions. However, rigidly implementing a Target Operating Model can be costly and time-consuming for organizations. Flexible and iterative optimization unlocks potential and provides competitive advantages in dynamic markets.
T+1: A Double-Edged Sword? Exploring the Accounting Implications of Faster Settlements
The speed required for efficient reconciliation to support a one day settlement period is pushing firms’ reconciliation capabilities to their limits.
Bridging Opportunity and Challenge: Navigating AI Integration in Asset Management
This article highlights the opportunities and challenges faced by asset managers when implementing artificial intelligence within their organizations.
Accelex and FINARCH Announce Partnership to Streamline Operational Efficiency in Private Markets
Accelex, a leading technology provider of alternative investment data acquisition, reporting and analytics, is announcing its strategic partnership with FINARCH, a digital transformation partner for leading Asset Managers and Institutional Investors with deep expertise in advanced financial software solutions. This collaboration marks a significant milestone in the pursuit of operational…
Evaluating the Total Cost of Ownership of Cloud-based Solutions
Within the capital markets and specifically buy-side firms, there are only a handful of systems used across the industry globally. Within these vendors, most claim to offer Cloud-based technology and solutions, but how true is it? In this article, we will discuss the differences between Cloud-enabled and Cloud-native solutions and…
Guiding Principles for Digital Transformation of Investment Systems
Digital transformation within the capital markets is typically a multi-year journey that requires tenacity, commitment, and agility from all stakeholders. At their core, most investment management transformation projects include the implementation of one or more applications that will replace the legacy systems and processes, which may have been used within…
Canadian Pension Fund
Large digital transformation project for Canadian Pension Fund. FINARCH team had Lead roles in several workstreams and provided executive advisory and strategy to ensure a successful go-live
Global Insurance Company
Large multi-year 100m+ digital transformation project to implement SimCorp Dimension, Bloomberg AIM, and new Enterprise data lake/reporting hub.
Why Invest in Test Automation?
In today’s investment management landscape, frequent updates, enhancements, product lifecycle changes, regulatory requirements and other initiatives all require asset managers to perform regular software testing.
How to manage data effectively during a SimCorp Dimension implementation
As part of a SimCorp Dimension implementation project, having clean, accurate, and reliable data as part of design, build and testing phases will lead to a better solution. This article contains some high level guiding principles on how to implement effective data management practices when implementing SimCorp Dimension
The benefits of using an independent consultancy
Let’s face it – consultant companies are not cheap. Compared to BAU and contractual resources, hiring a consulting firm usually comes at a premium. Staffing your digital transformation project with the right resources is usually one of the most critical elements when determining the success of a project. Here are…
How can SCD improve Operations Support for Asset Managers
Asset management is a complex and ever-changing field, and keeping up with the demands of the industry can be a daunting task for even the most experienced operations teams. One way that asset managers can streamline their operations and improve support for their clients is through the use of SimCorp…
Announcing FINARCH
FINARCH was created with a mission to do consulting better. The merger and formation of FINARCH will enable us to expand our global presence, while we continue to build our capabilities to best serve our clients
Singapore Asset Manager
Singapore asset manager with multi year front-to-back SimCorp Dimension implementation. FINARCH provided subject matter expertise and workstream leadership across several domains.
