Post-acquisition, a client had duplicate systems using different pricing sources, valuation processes, reporting and data models. Not only was this expensive and inefficient but it also inhibited new staff from engaging in the company’s culture, thus limiting future potential.

Liqueo implemented a programme to consolidate the new funds, standardise valuations and reporting, enhance procedural processing and improve cultural awareness – all without impacting the end client. Staff retention was paramount.

Within 12 months, the legacy systems were retried and the new staff assimilated into the new culture with minimal staff loss. The potential return on the acquisition investment was beginning to be realised.