Asset Servicers
What we see
Asset servicers are increasingly viewed as providers of enriched data with a service 'wrapper'
Fund admins, manco's, custodians, trustees, responsible entities, brokers, and third party marketers, are overwhelmed with the volume and format of data requests from asset managers and owners
How we can help
We create roadmaps and implement solutions that cater for the full specturm of data requests from asset managers and owners.
Asset Owners
What we see
Pension funds, insurance companies, sovereign wealth funds, and endowments have challenges consolidating data sets from asset managers and servicers. As such, establishing a single source of truth is difficult
This impacts all internal teams - from finance and risk, through to product and sales teams
How we can help
At Simplifi, we provide data assessments and strategic roadmaps to demonstrate how these challenges can be overcome. Our advisory work and bespoke technology development give short- and long-term solutions that are within budget.
Asset Managers
What we see
Providing data to investors with bespoke needs results in unwieldy and inefficient processes
Regulator demands for granular data sets strains resources
Challenges explaining differences between your data and that from asset servicers when providing information to investors
How we can help
We look at process flows, bottlenecks, and pain points to quickly evaluate the reasons for issues and develop a range of alternative solutions.
