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Bank Loans Performance Optimization & Platform Transition

AT A GLANCE

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Client Profile

US Insurance Company

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AUM

$90bn

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Core Service

Stabilizing Complex Bank Loan Operations Before Platform Migration​

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Key Outcome

Consolidated bank loan performance, restored reconciliation, and standardized operating processes

The Challenge

A Global Investment Manager faced long-standing performance and operational challenges within its SimCorp bank loan environment.

 

Settlement delays, restructures and manual workarounds had created recurring discrepancies across performance, cash and accounting, while a planned migration from WSO to Allvue introduced a fixed deadline.

 

Resolving these issues before go-live was critical to avoiding further operational risk.

Dimensional Community worked across two parallel initiatives: stabilising bank loan performance and preparing the client for a successful platform transition.

 

By reviewing operational processes, system configuration and data handling across the full bank loan lifecycle, the team identified and resolved the underlying causes of performance issues.

 

In parallel, SimCorp's integration with Allvue was validated through structured testing and clearly defined sign-off criteria.

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​The engagement delivered stabilised bank loan performance, restored reconciliation, standardised operating processes and a successful transition to Allvue without carrying historical issues into the new operating model.

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Key Outcomes

100%

Bank Loan Lifecycle Reviewed

2

Enterprise Platforms: WSO > Allvue

0

Known Issues Carried into Go-Live

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