Corsa Consulting | Case Study

Client Overview

The client is the investment management arm of a global financial institution. Over the past two decades, the team has grown significantly in both size and portfolio value. A recent system implementation, conducted remotely during the pandemic, left the client facing operational inefficiencies and integration challenges.

The operations team was stretched thin, frequently diverting resources to address recurring process issues and data inaccuracies while also meeting the increasing demands of the investment team. Recognizing the need for external expertise, the client sought assistance to identify gaps and chart a path forward.

The Challenge

Operational Inefficiencies

Persistent process breakdowns resulting from a less-than-optimal system implementation.

Data Integrity Issues

Frequent inaccuracies disrupted reporting and decision-making.

Resource Constraints

A small operations team struggled to balance daily demands with strategic initiatives.

Strategic Misalignment

An undefined operating model left teams working in silos.

Our Solution

CORSA conducted a strategic review to deliver actionable insights and improvements.

Current State Assessment

Evaluated processes, workflows, and team structures across key areas.

Gap Analysis

Identified inefficiencies in operations, data management, and system utilization.

Target Operating Model Design

Developed a bespoke framework to streamline workflows and align team structures with strategic goals.

Operational Inefficiencies

Recommended enhancements to improve data integrity and optimize system performance.

Roadmap for Change

Delivered a phased action plan addressing immediate priorities and long-term growth needs.

The Result

Enhanced Efficiency

Reduced manual processes through automation and streamlined workflows.

Improved Data Quality

Implementation of controls reduced data errors and enhanced reporting accuracy.

Team Alignment

Defined roles and responsibilities enabled the team to focus on value-added activities.

Growth-Ready Framework

The client now operates with a model capable of supporting ongoing growth and increasing portfolio complexity.

[ Client Testimonial ]

“Working with CORSA was a game-changer for us. Their deep insights from extensive experience not only provided invaluable context but also helped settle nerves during a critical period of transition. Their ability to adjust solutions to fit our unique culture, needs, and existing business was exceptional.

What stood out most was CORSA’s commitment to understanding our unique business model and tailoring solutions accordingly. By spending time with key stakeholders across our functions, they built strong partnerships and earned the trust of our team, ensuring that the  proposed roadmap was both actionable and aligned with our strategic goals.

CORSA’s strategic review provided us with the clarity and direction we needed to address inefficiencies and align our operations with our growth objectives. Their ability to quickly identify gaps and deliver actionable recommendations was impressive. We now have a clear  roadmap to follow, and our team is more aligned and focused than ever.”

What happened next

With a clear roadmap in place, the client recognized the need for expert leadership to execute the recommendations. Confident in CORSA’s ability to deliver results, the client retained our services to design and lead a comprehensive Business Transformation Program. Working in partnership with the Head of Investment Operations and the Head of IT, CORSA was tasked with implementing the proposed changes, driving efficiency, and ensuring sustainable growth.

Strategic Review of Investments and Operations

Client Overview

The Challenge

Our Solution

The Result

What happened next

Looking to transform your business?