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[ CASE STUDIES ]

Business Transformation Program

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CORSA’s leadership, expertise, and hands-on approach were instrumental in turning the recommendations from the strategic review into reality.

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Client Overview

The client, the investment management arm of a global financial institution, had recently completed a strategic review with CORSA to identify inefficiencies and develop a roadmap for operational improvement. The review resulted in 50 recommendations aimed at strengthening operations, governance, systems usage, and resource alignment. The client accepted all 50 recommendations and immediately retained CORSA to design and lead a transformation program to deliver them.

 

With a portfolio of $30 billion under management and a growing team, the client recognised the need for expert leadership to guide the execution of change across five key workstreams.

The Challenge

01
Implement a multi-workstream transformation program that touched every part of the operating model.
02
Redesign and embed a new Target Operating Model across Investments and Operations.
03
Streamline and automate inefficient manual workflows outside of BlackRock Aladdin.
04
Support hiring and resource alignment to match future-state requirements.

Our Solution

CORSA led the full transformation, acting as program lead and SME across all workstreams:

Program Design

Structured the program into five workstreams with clear ownership, milestones, and interdependencies.

Target Operating Model

Designed and implemented a new operating model by defining core process pillars, assisting with recruitment, and overseeing team realignment.

Workflow Automation

Partnered with Operations and Technology to identify and automate manual workflows using Atlassian tools.

System & Data Enhancements

Delivered BlackRock Aladdin improvements and aligned reporting/data flows

Change Management & Training

Delivered communications, training plans, and support tools to ensure adoption across teams.

The Result

01
Deliver all 50 recommendations on time and with business-wide support.
02
Fully embed a scalable and structured Target Operating Model across core functions.
03
Reduce manual processing and operational bottlenecks via workflow automation.
04
Strengthen governance with cross-functional steering and working groups.
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[ Client Testimonial ]

“CORSA’s leadership, expertise, and hands-on approach were instrumental in turning the recommendations from the strategic review into reality. Their ability to draw on previous experiences provided context and confidence, helping us navigate a complex transformation with clarity and assurance.

 

What set CORSA apart was their tailored approach—solutions were adjusted to align seamlessly with our culture, business model, and strategic needs. The transformation program helped us transition from outdated practices and a lack of structure to a more defined, efficient, and scalable operating model.

 

CORSA’s patient guidance and hands-on support were key to helping our team adopt best practices and build a robust foundation for future growth.”

What happened next

CORSA transitioned from full program leadership to a supporting advisory role, enabling internal leaders to own the change. Several workstreams evolved into standalone projects, with CORSA providing targeted support where deep experience was required (e.g. Aladdin Optimisation and Derivatives Onboarding).

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