Following his webinar on mergers and acquisitions within the asset management sector, Davies Managing Partner and asset management specialist Ashley Sheen has shared further insights with Funds Europe on one of the most pressing issues post-merger: integrating legacy technology systems. While consolidation promises operational efficiencies and scale, the reality is often far more complex. Many firms inherit fragmented platforms and data silos that were never designed to work together, creating significant challenges for IT teams and business leaders alike.
He highlights that technology integration is not simply a back-office concern—it has direct implications for client experience, regulatory compliance, and long-term profitability. Inconsistent data structures and overlapping systems can lead to inefficiencies, increased risk, and delays in realizing the strategic benefits of a merger. As a result, firms are prioritizing data consolidation and system harmonization as critical steps in their post-merger roadmap.
The conversation also underscores the growing importance of digital transformation strategies in asset management. Rather than relying on short-term fixes, he advocates for a forward-looking approach that leverages modern platforms and cloud-based solutions to create a unified, scalable infrastructure. This shift not only addresses immediate integration hurdles but positions firms to adapt to evolving market demands and regulatory pressures.
Successful mergers in asset management depend on more than financial alignment—they require a clear technology vision and robust execution to unlock true value.
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