Kevin O'Neill

Blogs

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Where are Asset Managers on their Digital Transformation Journey?

Asset management (AM)companies work hard to provide good oversight, governance, transparency, and regulatory compliance to attract and maintain investors. The work is complex and process heavy. Even before the COVID-19 pandemic, the financial services sect

Client Lifecycle Management
04 Jul 2024
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The Pandemic Drives Home the Value of Cloud-Based tools for the Asset Management community

With many Asset Management (AM) staff working from home due to COVID-19 lockdowns worldwide, AM firms have found cloud-based tools to be essential to business continuity.

Client Lifecycle Management
04 Feb 2021
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Breaking down Silos: 4 Key Transformation Challenges for Transfer Agents and Fund Administrators

In a recent post , we explored how Asset Servicing (AS) firms are grappling to meet their clients’ and investors’ fast-evolving digital service and real-time reporting expectations.

Client Lifecycle Management
22 Oct 2020

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