AT A GLANCE
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Client Profile
US Financial Services company
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AUM
$470bn
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Core Service
Implementation and Integration of SimCorp One
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Key Outcome
Significant Operational Efficiency Improvements
Transformation Challenges
This case study details the SimCorp One Implementation and Integration for a prominent US-based financial services company with total assets exceeding $470 billions of which $100+ is managed within SimCorp One.
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The firm needed to transform its investment management operations by consolidating multiple legacy systems onto SimCorp One. The transformation project covered accounting, portfolio management, and reporting.
The project faced several interconnected challenges, including the complex migration of a substantial fixed-income portfolio while maintaining daily operations, implementing specialized workflows for internal asset-liability management, and ensuring compliance with regulatory frameworks like CECL (Current Expected Credit Loss).
Comprehensive Solution
Dimensional Community applied its expertise to manage the complex system integration and data transformation required for the implementation.
The successful migration and integration resulted in a significant transformation of the client's operating model.
The key benefits achieved include streamlined operations, enhanced data accuracy, and the creation of a comprehensive reporting framework that provides better visibility into operations.
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Furthermore, risk management controls were strengthened throughout the platform, positioning the organization for more efficient and strategic investment operations while ensuring robust compliance and control mechanisms.