Global Asset Manager Integrates a $7B Acquisition Across 40+ Applications

The Challenge

The integration began without a central PMO, with undocumented application dependencies, dual-run compliance requirements, and a mandate to complete technology integration within 24 months.

The Solution

Occams stood up a centralized PMO, rationalized the application portfolio, prioritized core CRM and reporting targets, and introduced an API-led integration model across the combined environment.

The Outcome

The integration completed in 24 months with no critical milestone misses, zero regulatory incidents, 35% lower application operating costs, and materially lower data latency.