Automation and data analysis technologies are enabling wealth and investment managers to optimise their distribution: How can investment managers best partner with fintechs to give clients a hyper-personalised, seamless service?
The future of investment management is moving from a monolithic core system to a hybrid multi-cloud architecture that involves the incorporation of data analysis and AI products, to help provide a seamless experience and extreme digitalisation within the customer ecosystem.
This webinar explored how rapid advances in technology and data analytics are reshaping the industry and how investment managers best partner with fintechs to obtain all of the above.
Speakers:
Greg Palmer, Vice President, Finovate
Greg Palmer has more than a decade of fintech experience working for Finovate, a fast-paced, demo-first showcase of the latest innovations and ideas in financial and banking technology. Greg is Finovate’s resident MC, hosting Finovate’s live events, podcast, and video pieces. He’s also an accomplished public speaking and demo coach.
These experiences have given Greg a unique bird’s-eye-view of the fintech industry as it has come to prominence. He’s seen thousands of demos and interviewed countless industry experts, watching not only individual innovations as they gain traction, but also the high-level trends that have shaped the industry. While he sometimes serves as a “fintech translator,” taking ideas and language from inside fintech and making it accessible to those “outside the bubble,” Greg’s true passion lies in pushing financial service providers to do more for the people all over the world who need new technologies to create a brighter financial future for themselves. A more diverse, inclusive, resilient financial ecosystem benefits everyone, and there’s nothing Greg likes more than providing a platform and a spotlight for fintech’s innovators and dreamers.
David Pierson, Coo, Omba Advisory & Investments Ltd
David is a founding Director of Omba and is responsible for all Operations and Technology functions with a particular focus on building a modern, scalable and efficient operating model.
He has previously held roles as a Programme Manager at the European Bank for Reconstruction and Development (EBRD) and preceding that spent 5 years at Barclays Wealth where he was responsible for numerous IT and change related projects including integrations and migrations of software systems.
David has a wealth of experience in Technology and Change roles which includes managing global projects and development teams within both financial institutions and start-ups, running a national Archiving business and has hands-on experience in software development and architecture.
David holds a Bachelor of Commerce degree from the University of the Witwatersrand where he majored in Information Systems and Management Accounting, and has held a Prince Practitioner qualification.
Pasquale Capasso, Head of ETF Capital Markets, Southern Europe & LatAm at Invesco Ltd.
Pasquale is responsible for Liquidity & Trading Services in Southern Europe and LatAm, as well as business development in EMEA for Hedge Fund clients.
Before joining Invesco, Pasquale worked at MSCI Analytics and was responsible for sales and business development of portfolio risk and performance analytics to sell-side institutions and Hedge Funds. Previously, Pasquale worked at Deutsche Bank and BNP Paribas in various roles on Exchange Traded Products (ETPs) and Securitised Derivatives.
Watch the full webinar here:
