Guardian Group

Delivers world-class financial services to spur Caribbean development

Published on 15-Jun-2017

Support from IBM Global Business Services is enabling Guardian Group as a digitally capable enterprise.

Sharon Moe, Chief Financial Officer, Guardian Shared Services

Guardian Group


Deployment country
Trinidad and Tobago



Guardian Group offers integrated financial services throughout the English and Dutch Caribbean. Through specialist operating companies, the Group provides tailored financial planning and asset management services for individuals and corporations. While the companies within the group remain separate legal entities, they carry the single Guardian Group brand, logo and tagline, continuing service for more than 167 years. The Group generates revenues of TTD 4.757 billion (approximately USD 750 million) and profits of TTD 332 million (USD 52 million), and employs around 2,950 people.

Business need
Guardian Group realized that the creation of a shared-services model could potentially transform efficiency and customer service – but current systems could not support the new way of working.

With assistance from IBM Global Business Services, Guardian Group refreshed its IT infrastructure, upgraded its Oracle applications and remodeled business processes, ready for the new shared services.

The Group saves on license costs, reduces errors and accelerates processes to improve both efficiency and customer service. Enhanced information to all companies enables smarter decision-making.


IBM products and services that were used in this case study.

AIX, PowerVM

Power Systems, Power Systems running AIX

IBM Global Business Services, GBS AD&I - EA - Oracle, GBS AD&I - EA - Oracle - E-Business Suite

FSS: Banking - Back Office - Core Systems Transformation, Enabling Business Flexibility, Digital Workflow Transformation, Automation, Data Warehouse, Virtualization, Virtualization - Server, Application Infrastructure, Enterprise Resource Planning