executive summary
POST-MERGER INTEGRATION IN FINANCIAL SERVICES

This client completed an acquisition of capability to deliver a global front-to-back platform for asset managers and asset owners.

This interoperable platform, supported by deep enterprise data management capabilities, will enable investment workflows, provide advanced data aggregation, analytics and compliance tools, and connect and exchange data with other industry platforms and providers.

The acquisition will also enable the client to address a significant adjacent $8 billion revenue-pool for front office services.

AMPLIFY™ AS AN ENABLER

Amplify™ enabled the client organization to Define, Select and Optimize the portfolio of operational excellence initiatives.

The new platform provided a single source of truth for the cost and revenue synergies enabling the client to accurately forecast progress towards goals in real-time.

Amplify™ has enabled the client to track the successful execution of deliverables, prepare status reports of progress and analyze the business impact of financial savings and headcount optimization.

benefits
  • Single integrated platform for program execution and Synergy Tracking
  • Accurate forecasting of both Cost and Revenue Synergies
  • Early warning indicators where synergy targets are at risk