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

Perpetual Rolls Out Central Data Hub with Cadis Platform

Subscribe to our newsletter

Perpetual (Perpetual), one of Australia’s leading diversified financial services groups, has gone live with the Cadis EDM platform.

Cadis, the global EDM specialist, was selected as the central data hub for Perpetual Investments, which manages investment funds exceeding $27 billion in fixed income, domestic and global equities.

Perpetual selected Cadis based on the reputation and strength of its EDM platform. After a successful two-week Proof of Concept, Cadis successfully demonstrated it could replace Perpetual’s in-house internally-built system and provide increased control around its data management.  Perpetual is using the Cadis EDM platform to manage securities, pricing and the processing of positions and transactions.

“Cadis has improved our ownership and management of our data,” said Mark de Courcey, General Manager Investment Administration at Perpetual. “We’ve achieved our goals for the first stage of the project. With Cadis’ best practice approach, we can continue to develop and evolve with the solution to meet our current and future needs, streamlining our business processes and information flows.”

“Perpetual’s decision to work with Cadis is a testament to our strong track record and existing foothold in the APAC region,” said Mike Meaney, managing director APAC at Cadis. “Clients want control and certainty around their data management initiatives to ensure they are going to be delivered successfully, on time and on budget. We’ve worked with Perpetual and our existing client base to prove this and build on our 100% successful implementation rate, in an industry typified by a failure ratio of over 50%. ”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unpacking Stablecoin Challenges for Financial Institutions

The stablecoin market is experiencing unprecedented growth, driven by emerging regulatory clarity, technological maturity, and rising global demand for a faster, more secure financial infrastructure. But with opportunity comes complexity, and a host of challenges that financial institutions need to address before they can unlock the promise of a more streamlined financial transaction ecosystem. These...

BLOG

Reframing Corporate KYC: Encompass Targets Back-Book Exposure with Scalable EC Review

For many SME focussed banks, KYC investments have streamlined the onboarding journey but legacy KYC records – the back-book – often remain dormant until a regulatory inspection, or an enforcement case at a peer institution, forces a wholesale review. The challenge that follows is how to remediate at scale, with urgency, and without the need...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Regulatory Data Handbook 2024 – Twelfth Edition

Welcome to the twelfth edition of A-Team Group’s Regulatory Data Handbook, a unique and useful guide to capital markets regulation, regulatory change and the data and data management requirements of compliance. The handbook covers regulation in Europe, the UK, US and Asia-Pacific. This edition of the handbook includes a detailed review of acts, plans and...