Share with your friends

KPMG and Workday helps investment firm with technology integration

Investment management firm transforms back office

Technology integration helps investment firm leverage data and automate processes with the help of KPMG and Workday.

Gerard Vigneron

Partner, Head of Global Delivery Network, KPMG Asia Pacific

KPMG Australia


Also on

Female trader working in a row of desks with fellow traders

The project

Our client, an investment management firm offering a range of products and services, had decided that it was time to update its back-office system to eliminate a significant number of manual and paper processes, replace outdated technologies, and bring together competing information technology initiatives in a more cost-effective, cloud-based solution.

The solution

KPMG partnered with Workday and the client to implement a broad business transformation strategy for the firm’s back-office processes.

With the move to Workday’s enterprise cloud-based application that manages complex operating environments, our client will capture value that includes:

  • integrated financial and human-capital management systems
  • efficiency gains through self-service and low-overhead integrations
  • a reduction in the time required for financial close processes
  • the automation of critical, high-volume processes
  • advanced capabilities, including integration, work flow, reporting, and analytics
  • a technology foundation to enable future growth
  • enterprise resource planning (ERP) transformation.

If you are looking for a system that brings together finance, human resources, and payroll – or some combination – so your employees have only one interface and can experience the benefits of a common dashboard and set of tools, talk to us today.

©2021 KPMG, an Australian partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. The KPMG name and logo are trademarks used under license by the independent member firms of the KPMG global organisation.

Liability limited by a scheme approved under Professional Standards Legislation.

For more detail about the structure of the KPMG global organisation please visit

Connect with us


Want to do business with KPMG?


loading image Request for proposal

Save, Curate and Share

Save what resonates, curate a library of information, and share content with your network of contacts.

Sign up today