– EQUINOX CONSULTING team one of the client transformation partners to implement multi-year front-to-back solution with SimCorp Dimension at its core
– EQUINOX CONSULTING team advised client and participated with entire project lifecycle including requirements, design, testing/QA and release management/go-live
-EQUINOX CONSULTING team acted as subject matter experts to client Business users and management. The team played a key role as part of the consulting Center of Excellence team
Results
– Client successfully implemented and went live with digital transformation program with a very lean and efficient operating and project model
– EQUINOX CONSULTING team operated globally and provided a flexible engagement model to client that used a ‘follow the sun’ approach to optimize delivery speed
– EQUINOX CONSULTING team ran workshops and training sessions with client, analysed legacy and target system processes, and helped to implement customized solutions tailored specifically for client
Technology Stack
– Bloomberg AIM
– SimCorp Dimension®
– FactSet Performance System
– Qlik Reporting
– Microsoft PowerBI
Engagement Objectives
– The client did not have in-house expertise of systems and digital transformation project, and request EQUINOX CONSULTING to help support the project and to help guide them during the implementation
– The client engaged EQUINOX CONSULTING to provide subject matter expertise within the Data Integration, Corporate Actions, and Reconciliation Workstreams
– EQUINOX CONSULTING team successfully engaged the client business users to run workshops, training sessions, and to assist them with UAT activities
Solution Highlights
– Client used SimCorp Dimension® as its core front-to-back system, which covers a full spectrum of assets including equities, fixed income, FX, and derivatives
– Client implemented a fully functional, optimized and cost efficient solution that aligns with the clients long term vision and strategy
– Solution was fully integrated and automated, using point-to-point interfaces that is scalable and flexible to support future business growth and increased volumes