Christopher VolpeDirector at Wealth Management Solutions
Christopher Volpe manages the strategic direction, client services and product development of Informa’s financial services technology solution, Zephyr. Since joining the company, Chris has focused on delivering an enhanced, user-friendly platform and interface that can be customized to provide investment professionals with a full range of tools to service their client investors while also delivering highly effective experiences to manage retention.
In 2021, Zephyr unveiled a series of superior upgrades within the platform to measure performance on all levels, easily construct portfolios using asset allocation modeling, provide objective ESG ratings and reviews, and deliver a full range of analytics across 46,000 global indices. The company also announced technology partnerships that resulted in the full integration of Zephyr with all custodial, trust and accounting systems as well as seamless integrations with CRMs including Salesforce Financial Services Cloud.
In March of 2022, Zephyr was honored as the 2022 FinTech Breakthrough Award Winner for Best Financial Research and Data Company. Chris is credited with leading the digital transformation of Informa’s $32m Wealth Management business by focusing on the delivery of strategically important technology that addresses both digital and operational requirements.
Prior to Informa, Chris spent 15+ with Thomson Financial/Thomson Reuters leading parts of their Wealth Management and Fixed Income businesses. He holds a Bachelor of Arts from the University at Albany and an MBA in Finance from St. John’s University.
Stacking the Deck: Building the Ultimate Client Experience in Today’s Economic Climate, 4:45pmView Session