- Development of comprehensive migration strategies aligned to client objectives, regulatory requirements, and stakeholder expectations.
- Detailed risk assessments, contingency planning, and milestone-driven timelines to ensure a smooth transition.
- Facilitating collaboration between internal teams, vendors, and third-party providers to achieve alignment across all parties.
- Advanced data cleansing, validation, and transformation processes to mitigate errors and ensure data consistency.
- Full audit trails, ensuring data accuracy with comprehensive reconciliation frameworks to validate member records, balances, and transaction histories.
- Automated testing frameworks to streamline validation processes and enhance migration accuracy.
- Ensuring compliance with APRA, ASIC, and ATO requirements for superannuation funds.
- Managing investor data privacy, AML/CTF obligations, and other relevant regulations for unit registry migrations.
- Developing robust risk management frameworks and ensuring audit-readiness throughout the migration lifecycle.
At IA, our consultants excel at wearing multiple hats throughout the project lifecycle, assuming ownership roles and driving engagement with program and business stakeholders. From the initial stages of solutioning and design to the final phases of testing and implementation, our consultants lead documentation efforts, ensuring clarity and alignment. This comprehensive approach not only streamlines project delivery but also reduces the headcount required, resulting in significant cost savings for our clients. By seamlessly integrating into project teams and assuming diverse responsibilities, our consultants enable efficient collaboration and coordination, ultimately driving successful project outcomes.
- End-to-end testing, including User Acceptance Testing (UAT), parallel run testing, and defect resolution to ensure data integrity before go-live.
- Controlled cutover planning to minimise service disruption and ensure member or investor data is accurately migrated with full traceability.
- Real-time monitoring and issue escalation processes to mitigate migration risks.
- Tailored communication strategies to inform members, investors, and stakeholders about key changes, blackout periods, and potential impacts.
- Training programs for contact centres and internal teams to effectively handle post-migration inquiries and concerns.
- Dedicated post-migration support teams to manage escalations and ensure smooth day-to-day operations.
- Establishing robust reconciliation and reporting frameworks to ensure data accuracy post-go-live.
- Ongoing performance monitoring to identify potential issues early and maintain system stability.
- Continuous improvement strategies to optimise registry processes and enhance client outcomes.
- Proven Industry Expertise: With extensive experience in supporting superannuation and investment management platforms, IA has a track record of delivering successful registry migrations for leading institutions.
- Risk-Driven Approach: Our structured framework embeds risk management at every stage to ensure data accuracy, regulatory compliance, and operational continuity.
- Automation & Efficiency: Leveraging our proprietary automation and reconciliation platform, IA streamlines testing, validation, and data transformation to improve migration outcomes.
- Independent & Trusted Advisory: We operate as a trusted independent partner, coordinating with fund managers, administrators, custodians, and vendors to deliver seamless results.
Discover how IA can support your registry migration with confidence and precision.
Our experienced team is ready to partner with you to deliver a secure, compliant, and successful transition.
