05
Conclusion
In summary, we've summarised two core challenges: understanding what needs to be done to stay ahead of the pace of demographic change and then choosing between the endless options of technology to do so.
These come down to selecting streamlined processes that are robust and minimise operational risks whilst also offering the flexibility to cater for industry developments. Considering one system, one database for all investment and client records will harmonise reporting and the client experience.
We also recognise that no system in the world can be all things to one firm, so it is important to ensure the interoperability of any system chosen has mapped out and illustrated its connectivity with the full ecosystem of your investment operations, not just evaluated on the immediate system requirements.
Ella is a Sales Engineer at FA Solutions, combining an IMC qualification with technical expertise from the Wealth Management Industry. Ella uses this experience to collaborate with prospective clients and identify their technical needs, subsequently creating unique solutions to resolve their business challenges.
Milan is a buy-side domain specialist with 15 year’s experience, covering solutions across the entire Investment Management industry. Milan leads the Sales Engineering team globally at FA Solutions and is responsible for engaging our prospective clients and providing advisory on the best practice for their business.
With 15 years experience focussed on delivering Cloud SaaS solutions to the buy-side financial services sector. He is responsible for the sustained growth of FA globally and leads the Sales, Marketing and Revenue related activities.
