InvestTech Advises on EDM Strategy for Curo Fund Services

7 April 2014

InvestTech recently completed an EDM Strategy engagement for Curo Fund Services. Curo Fund Services is a South African investment administration services provider, focused on delivering a wide range of cost effective outsourced investment administration solutions for institutional asset management clients. Curo supplies outsourced back-office services to leading asset managers of both domestic and foreign assets and has over R1.5 trillion in asset under administration. InvestTech is one of the leading investment systems and enterprise data architecture consulting firms in North America that focuses solely on servicing buy-side investment management firms. InvestTech has helped many of the largest global asset managers resolve their investment application and data architecture related challenges.

Leveraging InvestTech’s proven EDM Strategic Framework, the two companies worked together to develop a target EDM Strategy which met Curo’s long term business/strategic data requirements; enabled high-quality trusted data services; and the transformation to a scalable and sustainable long-term EDM platform.  Curo had already invested heavily in defining an optimal target data architecture which was assessed and optimized through the InvestTech engagement. Significant effort went into designing the future state target EDM architecture model that will be both agile, fit-for-purpose, and South African market consistent to support Curo’s business strategy roadmap.  Key business drivers for Curo were centered on data integration, data quality, process automation, and powerful reporting services which were all essential architecture components required to deliver scalable and flexible business growth and high quality client services. 

InvestTech’s EDM Strategist (and company founder) Jeremy Hurwitz notes: “Curo has a very capable team of technical and business resources that had done a stellar job framing the business requirements and potential EDM solutions in the context of the South African market place. Leveraging our EDM Strategy, InvestTech was able to rapidly extend that architecture design to incorporate the expanded EDM and data management capabilities, including Governance and Data Quality, superimposed with the global vendor technology alternatives, to deliver a world class target EDM platform.”

Curo’s IT Executive, Liezel McCord, added, “We now have an enhanced and solid architecture base from which to realise Curo’s longer term business vision of exception management and automation and to significantly differentiate and enhance our service to clients both in terms of quality and capability.” Liezel went on to add, “InvestTech has a unique perspective of both the strategic EDM design principles as well as the detailed technical components and vendor platforms needed to deliver a robust and powerful EDM architecture to support our client services. We were able to accelerate our design process leveraging the InvestTech EDM methodology and the deep implementation experience to build consensus and confidence though the EDM roadmap.”

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