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Complex Multi-Entity Management: How 3 Firms Have Paved the Way for Change and Expansion

Start Date:6/6/2017

Start Time:11:00 AM PDT

Duration:45 minutes

Abstract:

Financial services firms with multiple entities and complex, multi-level consolidation requirements face challenges in managing them. Processes are complicated, time-consuming, and error-prone. Find out how leading financial services firms have streamlined these processes and eliminated misalignment of data with Microsoft technologies, paving the way for change and expansion. Join us as we share powerful results achieved, including:

  • A leading alternative asset firm with $74B in AUM that streamlined the process of setting up legal entities and ensuring consistency across entities—reducing the time from weeks to under 1 hour—by leveraging the structure of existing entities and eliminating complex manual processes.
  • A leading global private equity firm with more than $35 billion in AUM and 500+ legal entities that took the process of importing, approving, and posting transactions across entities from hundreds of steps to just a few clicks.
  • A global asset manager with $83B in AUM and 250+ legal entities on multiple levels that cut the global consolidation process down to 20 minutes while ensuring the consistency of data.

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Speakers

Luis Bergstrom

Microsoft Dynamics CRM Industry Architect
Microsoft


Luis Bergstrom is a Microsoft Dynamics CRM Industry Architect involved in solution architecture, technical presales, and deal shaping for the Financial Service Industries. He has worked on numerous mid-size to enterprise-level Dynamics CRM implementations (OP/OL) for both the private and public sectors including Azure and Office 365 deployments. While he is primarily focused on Banking and Capital Markets, he does cover and support the Insurance sector. He works regularly with Microsoft partners to develop solution architectures, build technical value propositions and identify patterns and practices to create intellectual property that can be leveraged by Microsoft field seller teams. Luis holds a Master’s Degree in Business and Technology Management and a Bachelor of Science Degree in Computer Information Systems from Stevenson University.

Maureen Spollen

, Solution Architect
AKA Enterprise Solutions


Maureen has more than 20 years of experience in the analysis, design and implementation of complex solutions to meet the financial needs of organizations. As a former VP of Finance and public accountant, she has deep knowledge of accounting and finance. She is certified in Microsoft Dynamics 365 for Financials and has been involved in more than 200 projects as an analyst, consultant, project manager, and project advisor.

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