In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join our upcoming webinar, “Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,” to explore the intricate balance of satisfying clients and meeting investor demands through digital transformation.
Join us on May 30th at 3PM BST (4PM CET). Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms, including:
- The shift in market dynamics, emphasizing the necessity to transition from manual, paper-based processes to more streamlined, digital operations.
- The intricacies of managing data across various jurisdictions and business lines, highlighting the potential for creating a unified investor profile.
- The critical role of technology in mitigating issues such as data duplication, siloed systems and the implications these challenges have on cost, client retention and reputation management.
- How partnerships with technology providers can address current challenges and pave the way for a more efficient and compliant future.
| REGISTER HERE |
| The panel | |
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Tara Kane, Product Manager, Fenergo
Tara Kane is the Product Manager for Asset Servicing & Asset Management at Fenergo. She has spent more than 15 years working in the Asset Servicing industry in Dublin for industry leaders such as JP Morgan, BNP Paribas and HSBC. Since joining Fenergo over 5 years ago she has worked with key clients on their digital transformation initiatives from an investor and client lifecycle perspective. She is focused on defining and driving the Fenergo solution forward to meet the nuanced requirements for this industry to help clients improve their controls, efficiencies and the end user experience.
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Richard Rae, Senior Manager – Transitions, Demand & Design, abrdn
Richard Rae is Senior Manager – Transitions, Demand & Design at abrdn. He has almost 30 years experience in financial services working in Pensions and Investments for Standard Life, Citi, HSBC and abrdn. Richard has spent the last 15 years establishing, leading and transforming a number of teams within Investment Operations. He is currently responsible for providing abrdn: transitions capability; execution of operational client lifecycle events; assessment of Product and Client demand; design and documentation of business operating models. |
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Phill Loveridge, Associate Director – AML, Aztec Group
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Julien Ganter, Partner, Arendt Regulatory & Consulting
Julien Ganter is a Partner at Arendt Regulatory & Consulting. His work focuses on managed services, transformation and ESG-related products. Julien contributes to the development of Arendt’s managed services in the ongoing transformation in the fields of asset management and private asset, as well as consulting services. Julien spent most of his career as Partner at a big 4 firm in Luxembourg, where he led the Asset Management Teams and was in charge of the Intelligent Automation and ESG initiatives. His field of expertise includes defining business and operational strategies and driving large transformation projects, ranging from operational processes and IT application reviews, smart-sourcing strategy design and deployment and change management.
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Nicholas Pratt, Technology & Operations Editor, Funds Europe
Nik has been a financial journalist since 1999, starting as a reporter for Banking Technology and has written for Funds Europe since 2005. As technology and operations editor, Nik also edits the FundsTech report and is a presenter at FundsTech events. He has a master’s degree in Modern and Contemporary Writing and a degree in Philosophy and English Literature from the University of Sheffield. |
| REGISTER HERE |
Please email Michael Fennessy at [email protected] with any questions or enquiries.
