Tech Infrastructure Redesign for a $20B Asset Manager Spin-Off
Tech Infrastructure Redesign for a $20B Asset Manager Spin-Off
Challenge
A specialized asset manager, splitting from a large parent firm, needed to replace legacy tech infrastructure with a future-ready, cost-efficient setup.
What We Did
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Ran deep-dive discovery sessions to define precision requirements
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Built total cost of ownership models for tech, service, and hybrid vendor options
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Designed and managed an RFP across 11 vendors
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Delivered a decision framework that simplified complex trade-offs
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Negotiated acquisitions with two emerging tech vendors
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Achieved $1M+ savings vs. legacy plan while expanding vendor optionality
Outcomes
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Detailed requirements and workflow mapping
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Vendor-neutral TCO model to future-proof decisioning
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Clear evaluation matrix for cross-functional alignment
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Timely and cost-effective tech deployment for spin-off launch