Case Study: a private equity backed wealth management company recovers finance operations with Project One

a private equity backed wealth management company recovers finance transformation with Project One in 3 months

The client, a private equity backed wealth management company, faced a significant risk when its Finance workstream became disengaged from a major platform transformation programme. This lack of engagement threatened its ability to meet internal, regulatory, and tax reporting requirements. Project One was brought in to recover the workstream, which had no clear plan, resources, or solution, and to address the critical risks to liquidity forecasting and operational processes.

Project One conducted a rapid discovery phase to identify gaps and then established a clear plan and recruited necessary resources. A key solution was the delivery of a new sub-ledger within the client's data lake to capture platform transactions. This enabled greater accuracy in reporting and automated previously manual processes. Post-migration, the finance team successfully completed all reporting, gained greater insight from granular data, and was upskilled for higher-value work. Project One successfully re-integrated Finance into the programme, building a scalable solution for future growth.