Why do clients engage with ICS
Our clients' journey typically starts with the identification of one or more strategic outcomes they are looking to achieve. These may include:
Enhance operational efficiency
Expand product range at scale
Improve analytical capabilities
Improve client service offerings
Implement AI strategy
Reduce key person risks
Measurable results achieved by clients
3x product range
without additional operational headcount
> 90% reduction
time spent on manual data tasks
Days to hours
reporting cycle times
AI Extensions
e.g. automated commmentary across client portfolios
Instant data access
across all business units
Client story
In 5 months, Bennelong stood up:
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45 data connectors (including 9 custodians)
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57 automated data extracts
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300+ operational activities automated
More importantly, Bennelong now operates with a fully controlled, institutional-grade data foundation, enabling them to deliver on a number of target outcomes, including:
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Launch of ETFs products following Go-live
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A daily Book of Record, with the flexibility to use and distribute either internal or administrator ABOR
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End-to-end automated workflows per boutique, with embedded validation, approvals, audit trails, alerts, and data locking
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Robust data mastering, reconciliation, NAV validation and oversight frameworks
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Automated market data, corporate actions, reporting, and regulatory outputs
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A self-sufficient operating model—able to build new reports, onboard new boutiques, and scale with confidence
Client community
ICS is 100% focused on the buy-side investment management organisations and their service providers across the industry.
Sample clients below:
"We are always looking to continually enhance our service to clients, and this project will help us put even better information in the hands of our investors."
"Our decision to partner with the team at ICS was based on ATHENA’s ability to streamline key operational processes, reducing overall operational risk and allowing the Investment Operations team to scale efficiently as Bennelong continues to expand."
"The ATHENA platform further strengthens our data capabilities bringing a robust and resilient infrastructure that reduces operational risk, improves transparency, and enables our teams to access the information they need with confidence."
Client videos
Asset Manager
Hargreaves Lansdown
One of the only products we've implemented where everyone has been happy afterwards.
Tom Cunningham
Head of Investment Operations
Presentation content
This presentation will take you through the journey undertaken by Hargreaves Lansdown when they selected and implemented the cloud-native ATHENA data platform for their funds management business.
This presentation covers the following chapters:
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Who are Hargreaves Lansdown
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Introduction of Tom Cunningham
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The Task Ahead
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Selecting ICS
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The Challenges
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Data Model
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The Results
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Company Impact
Asset Owner
PUBLICA
We run 40 feed pers day. How much work is that on a daily basis? Nearly zero. It is fully automated.
Peter Horner
Head of Operations, Risk and Compliance
Presentation content
A real-world perspective from a pension fund on moving beyond custodian-led reporting and Excel/VBA tools to a governed, scalable investment data foundation.
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The starting point
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Build vs Buy & SaaS evaluation
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Why PUBLICA selected ICS
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Outcomes achieved & lessons learnt