About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

CUNA Mutual Group Implements IHS Markit Solutions as a Cloud-based Managed Service

Subscribe to our newsletter

CUNA Mutual Group, an insurance and financial services company working with cooperatives, credit unions, their members, and other customers worldwide, is following the industry trend of decreasing supplier numbers, moving to the cloud, and consolidating end-to-end solutions as it replaces its front-office trade management system. The company has selected IHS Markit to fulfil its need and will implement the vendor’s investment management platform, thinkFolio, as well as its Enterprise Data Management (EDM) and EDM Warehouse solutions. The solutions will be integrated and delivered from a cloud-based managed service running on Amazon Web Services with IHS Markit managing the applications on behalf of CUNA Mutual Group.

The company will implement thinkFolio to replace its front-office trade management system and consolidate its pre- and post-trade compliance requirements onto a single platform. The system will also enable the company’s portfolio managers to better model trades and portfolios and improve the cash forecasting process. EDM will sit at the centre of CUNA Mutual Group’s data processes and address the firm’s data quality and integration challenges. Clean, validated data will then move into the EDM Warehouse, which will act as a single source of truth for CUNA Mutual Group’s historical, time-series reporting for risk and performance management.

Lisa Herfel, director of investment operations and technology at CUNA Mutual Group, says the project is a significant investment in technology infrastructure that will support the company’s long-term plan for growth, address functional gaps and reduce risk within the business. On the selection of IHS Markit, she adds: “IHS Markit was able to demonstrate how it could meet all our technical requirements using a sophisticated and integrated set of solutions. The fact that everything can be delivered on the cloud and fully managed by IHS Markit will help us focus on our business and ensure we have a scalable solution to meet future requirements.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to simplify and modernize data architecture to unleash data value and innovation

The data needs of financial institutions are growing at pace as new formats and greater volumes of information are integrated into their systems. With this has come greater complexity in managing and governing that data, amplifying pain points along data pipelines. In response, innovative new streamlined and flexible architectures have emerged that can absorb and...

BLOG

Salesforce to Buy Informatica, Betting on ‘Switzerland of Data’ to Drive AI

Data management giant Informatica is to be acquired by Salesforce in a deal valued at US$8 billion, giving the CRM behemoth a cloud-based data business on which to further build its artificial intelligence ambitions. The California-based companies entered into an agreement for the deal, which will see Salesforce buy all the Informatica stock it doesn’t...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...