Case Studies

Data Management Advisory

An Investment Manager with approximately $40 Billion AUM, at the time the relationship was established, has ambitious growth plans but recognizes that a range of existing data and process limitations...

Business Intelligence Strategy Definition

Reformis Business Intelligence (BI) consultants were deployed in the Business Management Global Strategy Team of a major asset manager to restructure the investment parts of the business and engender clear...

Global Business Intelligence Strategy Study

A large Financial Services company chose Reformis to carry out a Business Intelligence Strategy study, sponsored by their Sales and Marketing channel.

Pension Scheme Data Store and Business Intelligence reporting

Reformis was chosen by the executive arm of a large corporate pension scheme to design, develop and implement a data store and business intelligence reporting platform for all their management...

Global Institutional and HNWI Client Reporting

Our client was involved in an increasingly competitive market and asked us to review their client reporting process as part of a wider business process review.

They saw the accessibility...

Solvency II led review of valuation processes

A large UK insurance client was required to review all their existing processes for valuing positions and future assets and liabilities to meet changing requirements imposed by the regulatory authorities...

Fixed Income Front Office System – Vendor Selection

Reformis were asked to provide project management and business analysis resources to a large international asset management company for their fixed income, front-office systems, vendor selection process.

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