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Enabling business transformation through technology for investment management
Challenge: Supporting the evolving demands of the global investment community with current technology solutions
Result: Next-gen technology to support business outcomes, increased data transparency, and reduced operational risk
Deloitte engaged with a global investment management firm to solve problems created by a fragmented business structure with disparate systems and sources of data. Following an in-depth assessment, the Core Industry Solutions team crafted a new investment platform solution, defined a road map with key milestones and dependencies, and aligned with stakeholders on the transformation journey. As part of the transformation, the client insourced business operations (e.g., Fund and Portfolio Accounting, Trade Support, Reference Data Management, Reporting, Reconciliation, Collateral, Corp Actions, etc.) and realigned its technology landscape around a leading vendor solution (BlackRock’s Aladdin platform), leaving it with a scalable, flexible and efficient business.
The program assisted the client with increased operational control through transparency, higher data quality through integration, and reduced operational risk through automation. Over time, the client achieved savings of €70M per annum as a result of streamlining technology and the resulting resource cost reduction.
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Optimizing and modernizing care management
Challenge: Understanding the patient engagement landscape
Result: A better-defined market, enhanced competitive positioning, and a better understanding of care management
Deloitte’s Core Industry Services team was hired by a client to help it understand evolving market needs and competitor dynamics, ultimately to inform efforts to rationalize, optimize, and modernize care management and patient engagement. The client was particularly interested in understanding how the role of the provider in care management would change and how patient engagement would evolve as care delivery changes. Our Core Industry Solutions team helped define the care management market and customer needs for the client and later conducted a comprehensive assessment of current and future market trends, capabilities, and competitive positioning.
Our Core Industry Solutions team developed several deep-dive analyses of critical products, including patient engagement, case management, disease management, and wellness. We also analyzed care management services across traditional and nontraditional segments to define standards on care management and patient engagement while still focusing on key trends and factors.
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Building digital capabilities for bank management
Challenge: Weak digital capabilities, with no apparent strategy
Result: A personalized customer journey map, clearly defined technical needs, and a three-year strategy road map
For a large US banking organization struggling with deficiencies in its digital services, Deloitte conducted workshops to identify pain points across the organization’s digital capability matrix. Through direct interviews with customers to understand their digital banking needs, our Core Industry Solutions team identified four unique customer personas and developed a personalized customer journey map, which consisted of incorporating functionality needs and technical implementation complexities into mapped projects.
Deloitte performed an in-depth current-state evaluation of the digital platform and identified more than 1,100 pain points, which led to 33 new projects to address the pain points. These projects were prioritized by business and technology levels to create a three-year digital strategy road map that would guide the banking client to improved operational efficiency.
