Case Studies
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GAM Investments

Greater visibility across client assets.

"Room Zero gives asset managers greater visibility across their client assets, helping them understand who their underlying clients are and which products they are investing in."

Author:
Co-Founder, Room Zero
About
GAM’s purpose is to protect and enhance their clients’ financial future. By attracting and empowering the brightest minds to think beyond the obvious, GAM strives to provide investment leadership, innovation and a positive impact on society and the environment.
Industry
Asset Management
Company size
201-500 employees
Headquarters
Zurich, Switzerland
Founded
1983
Objectives
•
Replace fragmented legacy AUM & reporting architecture
•
Create a single, golden source across Finance & Distribution
•
Improve client asset visibility across complex distribution
•
Strengthen third-party billing oversight
•
Enable TA consolidation & operating model simplification
  • Replace fragmented legacy AUM & reporting architecture
  • Create a single, golden source across Finance & Distribution
  • Improve client asset visibility across complex distribution
  • Strengthen third-party billing oversight
  • Enable TA consolidation & operating model simplification
Implementation
  • Delivered AUM & Flow platform (single reconciled dataset)
  • Unified Finance & Distribution data, removing silos
  • Enabled independent billing & rebate oversight
  • Supported TA consolidation via standardised data processing
  • Rolled out dashboards for Finance & Distribution teams
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Replace fragmented legacy AUM & reporting architecture
Outcomes
Single source of truth for AUM & Flow

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  • Single source of truth for AUM & Flow
  • Enhanced client visibility for distribution teams
  • More efficient, reliable financial reporting
  • Improved control over third-party billing & rebates
  • Decommissioned legacy systems / simplified architecture
  • Reduced effort in TA consolidation & migrations
  • Eliminated data silos across teams

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"I have learnt more about my area of the business in the past 15 minutes than I have in the last 18 months."

Jill Barber
Global Head of Institutional Solutions at GAM
STUDIES

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