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: In data we trust – How to ensure high quality data to power AI

Artificial intelligence is increasingly powering financial institutions’ processes and workflows, encompassing all parts of the enterprise from front-office to the back-office. As organisations seek to gain a competitive edge, they are trialling the technology in variety of ways to streamline and empower multiple use cases. Some are further than others along the path to achieving...

BLOG

Data Concern Over EU’s Streamlining of Green Regulations

Financial institutions may have to rely more heavily on their data teams and vendors to surface sustainability risks in their portfolios after the European Union watered down some of its key corporate ESG reporting regulations. The EU’s Omnibus package announced earlier this year is intended to streamline the compliance processes for regulations including the Corporate...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...