Aztec Group
Strategic Account Paradox Framework
6-Dimension Analysis
Timing Triggers
4 activeWarburg Pincus strategic partnership — board-level growth mandate active
Rapid expansion of private credit market — Aztec's core growth vector
U.S. market expansion requiring scalable, compliant technology
Increasing regulatory reporting requirements across EU and UK jurisdictions
SWOT Analysis
Strengths
Strong brand in alternative fund administration
Multi-jurisdictional presence
Warburg Pincus backing providing growth capital
Deep expertise in private equity and credit fund structures
Weaknesses
Fragmented technology systems across jurisdictions
Manual processes in client reporting
Potential talent retention challenges during rapid growth
Limited U.S. market penetration vs. competitors
Opportunities
Private credit market boom creating demand for specialist administrators
U.S. market expansion
Technology-led differentiation vs. legacy competitors
ESG reporting as a new service line
Threats
SS&C, Apex Group, and Citco investing heavily in technology
Regulatory complexity increasing across all jurisdictions
Talent competition in specialist fund administration
Client consolidation reducing number of mandates
Salesforce Use Cases
Client relationship management across all jurisdictions (Financial Services Cloud)
Fund onboarding workflow automation (Flow)
Regulatory reporting and compliance tracking (Shield)
Cross-sell and upsell opportunity management across service lines
Client portal and self-service reporting (Experience Cloud)
Three Deliverables
Ready to use with your team
Salesforce Account Team Point of View
Audience: Salesforce Financial Services Account TeamAztec Group represents a high-value Salesforce Financial Services Cloud opportunity in the fund administration sector. With Warburg Pincus backing and aggressive U.S. expansion plans, Aztec needs a unified client relationship and operational platform to support its next phase of growth.
1Account Overview
Aztec Group is one of the leading independent fund administrators in Europe, with over 1,800 staff across Jersey, Dublin, Luxembourg, New York, and Singapore. The Warburg Pincus strategic partnership signals a board-level commitment to significant growth in AUM and geographic reach.
2The Strategic Paradox
Aztec's growth ambition — particularly in U.S. private credit — is constrained by fragmented, siloed data systems that cannot scale across jurisdictions. The gap between the board's growth narrative and the operational reality is the entry point for Salesforce.
3Why Now
The Warburg Pincus partnership has created a 12-month investment window. Aztec is actively evaluating technology platforms to support its U.S. expansion and private credit growth. This is pre-RFP — Ziipline can shape the conversation.
4Opportunity Size
A Salesforce FSC deployment across Aztec's global operations represents a £2M–£4M initial programme with significant expansion potential as AUM grows.
5Why Ziipline
Ziipline's deep financial services expertise, combined with its track record in complex multi-jurisdictional Salesforce deployments, makes it the ideal delivery partner for Aztec's transformation.