A leading global financial institution providing wealth management and investment services to individuals, institutions, and corporations.
The client was preparing for the eventual migration of more than 8,000 retail accounts tied to a tax-advantaged equity product from a legacy platform. Over time, the surrounding business processes had grown increasingly complex, particularly in the areas of performance calculation and tax reporting. These processes required significant manual intervention and were not easily scalable to support anticipated growth.
As part of their exploration, the client began evaluating Archer’s outsourced after-tax performance solution. Before proceeding, they needed a clear strategic plan to assess feasibility, scope, and impact. Key challenges included:
The client engaged Grandview to lead a focused strategic advisory effort, designed to define a clear path forward. Our team:
Mapped current- and future-state workflows, highlighting areas of change and identifying potential transition risks
Gathered business requirements and validated key assumptions across stakeholders and operational teams
Estimated the time, cost, and resourcing needs required to execute a phased migration strategy
Grandview delivered an actionable plan that gave the client clarity on how to modernize a critical part of their retail account infrastructure. Highlights included:
A recommended interim solution that could eliminate more than 50 manual hours each month
Steering committee alignment around a costed, phased migration strategy with clear dependencies
A solid foundation to support long-term growth, scalability, and improved operational control
Check back to learn how the execution of this transformation plays out.