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Global investment accounting and reporting

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In line with its overall strategy, an international insurer aimed to establish a global shared services center for investment accounting and reporting.

What did we do?

  • Defined the business case for shared services.
  • Designed and implemented the target operating model for shared services.
  • Designed a transformation roadmap and data integration architecture for shared services.
  • Gathered and defined functional and data requirements of the business and country units adopting the shared services.
  • Managed mobilization of the business and country units to the shared services center.

Results achieved

  • Global Shared Services Center, equipped to take over decentralized investments accounting and reporting functions.
  • Business and Country Units engaged to centralize investment accounting and reporting activities.
  • First group of country units operating in new environment.

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