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A diversified US financial services company, providing services for financial planning, wealth management, asset management, insurance, annuities, and estate planning, had acquired the fixed income and equity businesses of another organization. Both the acquiring and acquired businesses had invested in updated data management systems and processes, but the buyer felt the systems needed to be enhanced and integrated to support the requirements of the combined organization.

The firm asked Cutter Associates for help developing a plan to integrate the separate data management environments of the two organizations, including help designing a target environment and drawing a high-level roadmap for implementation.

Client Profile

Client Type:  US Financial Services Company

Assets Under Management: Over USD 130 billion

Location:  North America

Cutter Practice:

 Data Management


After reviewing the initial Point of Arrival (POA) architecture for the combined environment proposed by the firm’s application architect, we proceeded to do the following:

  • Analyze the data management requirements of the combined firm
  • Identify gaps between these requirements and each firm’s existing capabilities
  • Design a target state data architecture including viable alternative solutions and recommendations for new systems or modules
  • Set out an implementation roadmap synchronized with other merger-related work streams

Functional areas within the project scope included the following:

  • Reference data - security master and account master
  • Data warehousing of investments operational data
  • Performance and benchmarks
  • Data mart functionality
  • Data integration

With our help over just three months, our client had in hand a target state data architecture for the combined entity, and a detailed implementation plan including a timeline, resources, and costs to move from the current state to the target state. To ensure that the combined organization achieved a seamless, robust, long term data management solution, the firm subsequently asked us to help them with the initial implementation of the recommendations, which included the following activities:

  • Producing detailed requirements (business & technology)
  • Refining the architecture
  • Detailed project planning and monitoring, in coordination with other merger activities