Case Studies

Case Study 7: Global Investment Manager (Front to Back Investment Management Platform Implementation)

By |2023-11-01T13:22:55+00:00November 1st, 2023|Case Studies|

City Integration were engaged by a Global Investment Manager to assist them in migrating from their legacy platforms to SimCorp DimensionAlthough the programme was managed centrally, City Integration supplied the bulk of the delivery team, heading up all major workstreams across Front Office, Operations, Data and Migration, Compliance, Investment Performance and Investment RiskThis implementation was

Case Study 6: Gulf-Based Private Bank (RFP, Planning)

By |2023-11-01T13:22:42+00:00November 1st, 2023|Case Studies|

City Integration were engaged by a Hedge Fund based in Dubai to run a full Front-to-Back RFP with a view to completely re-platforming across both the business and technologyOur consultants worked with the client’s teams to capture and document their requirements and draft a detailed RFP. We helped the client select a long list of

Case Study 5: Dubai-based Hedge Fund (RFP)

By |2023-11-01T13:22:31+00:00November 1st, 2023|Case Studies|

City Integration were engaged by a Hedge Fund based in Dubai to run a full Front-to-Back RFP covering the Target Operating Model across their Investment, Middle Office and Operational processesWith this engagement there was a specific local requirement from the client for access to prohibited markets such as Saudi Arabia. Given this, and in addition

Case Study 4: NL Investment Manager (TOM Review, RFP)

By |2023-11-01T13:22:20+00:00November 1st, 2023|Case Studies|

We were engaged by a leading Netherlands-based Investment Manager to run a Front to Back review of their Target Operating Model, which had evolved over time and which was beginning to restrict their availability to scale and meet their ambitious growth targetsOur consultants also assisted the client in conducting a feasibility study for the outsourcing

Case Study 3: UK Hedge Fund (RFP)

By |2023-11-01T13:22:03+00:00November 1st, 2023|Case Studies|

City Integration were engaged by a UK-based Hedge Fund to run an RFP covering a full Front to Back re-platforming of their investment and downstream processesOf specific importance was optimising their shadow NAV platform and surrounding processes, as well as replacing their in-house pre-trade Compliance platformOur consultants worked with the business to capture and document

Case Study 2: UK Asset Manager (RFP)

By |2023-11-01T13:21:50+00:00November 1st, 2023|Case Studies|

A UK-based Asset Management firm engaged us to run a full RFP to assist them in defining an enterprise solution for an off-platform analytics calculation engineWe ran a full RFP, helping capture and document the detailed business requirements and drafting the RFP document on behalf of the client and helping them agree a long list

Case Study 1: UK Investment Manager (Target Operating Model, RFP, Planning, Implementation)

By |2023-11-01T13:20:37+00:00November 1st, 2023|Case Studies|

A leading UK Investment Manager engaged us to conduct a review of their legacy investment platform with a view to making the changes necessary to allow them to grow and scale their business over the next 10+ yearsThe existing model had evolved incrementally since the company was formed and was overly complex and inefficient to

The importance of clearly defining a Target Operating Model

By |2023-11-01T10:56:43+00:00February 17th, 2022|blogs, Case Studies|

COO: “I am implementing a new system in order to change my Operating Model…” A surprising number of companies are under the mistaken impression that by changing their core systems their operating models will magically be transformed. It is no surprise that in most cases implementation of technology without a clearly defined operating

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