Case Studies

Canadian Pension Fund

– Large, multi-year digital transformation project to implement SimCorp Dimension, Snowflake, and new downstream reporting platform

– Client engaged FINARCH team after 1+ year of on-going digital transformation project initially provide project support and executive advisory. FINARCH team grew from a small team to trusted implementation partner with ownership of several critical workstreams

– FINARCH team acted as workstream Leads for Data Migration, Accounting (ABOR), Investments (IBOR), Performance (PBOR), and Reporting solutions

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Results

– Client successfully went live with Phase 1 of project, with Phase 2 currently on-going

– FINARCH team provided client executives with objective measures of test progression, roadmap planning and expedited delivery results

– FINARCH team provided ownership of several project workstreams, built customized tools for client, and successfully delivered on all project milestones

Technology Stack

– SimCorp Dimension

– Snowflake

– PowerBI

– Barra One

– Bloomberg

Engagement Objectives

– FINARCH team engaged to facilitate a successful migration from Legacy system to new Target operating model

– FINARCH team provided oversight of project Quality Assurance efforts through the creation of a High Level Test plan for Executives, a Detailed Test Plan View for each individual work stream, and clear Reporting/Metrics to track progression

– FINARCH team provided client executives with guidance on Digital transformation approach, capacity planning and defining project success criteria based on industry best practices and experience

Solution Highlights

– Built customized tools for client including Data Migration ETL processes/staging layer, and Reconciliation tools for IBOR, ABOR, PBOR and Data Migration

– Configured reporting solution out of SimCorp Datawarehouse through Snowflake to downstream reporting layer

– Significantly improved operational efficiencies through automating redundant processes and procedures in Target operating model

– Retrofitted all front-to-back office reporting solutions in new Snowflake and PowerBI Reporting platform

More Insights

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 excellence and enhanced efficiency for organizations operating in the private markets.

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 how Cloud-washed solutions will impact your implementation timelines, on-going (BAU) costs, and support model.

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 the organization for years.

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

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