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Advisor briefing: Optimizing operations for competitive advantage

Watch this exclusive webinar for advisors.

Speakers

Francesco Maffei
Global Advisor Partnerships Lead, SimCorp

Dean McIntyre
VP Global Head of Commercial, SimCorp

Alexis Wallace Lavigne
GTM Senior Strategy Principal, SimCorp

Jethro MacDonald
Group Product Manager, Investment Operations, SimCorp

Monika Pongratz
Group Product Manager, Accounting, SimCorp

The hybrid operating model – Is it right for your clients?

We often hear from buy-side firms that they want to scale but are limited by their operating model. Watch this briefing where we share the next generation hybrid operating that combines software and tech services to allow firms to free up valuable resources and focus on value adding activities.
 

AGENDA

  • Welcome and what to expect
    Francesco Maffei, Global Advisor Partnerships Lead, SimCorp
    A brief overview of the hour ahead, including how we work with trusted Advisors like you.
  • SimCorp overview  
    Dean McIntyre, VP Global Head of Commercial, SimCorp
    The 360° view of SimCorp - who we are and who we serve.
  • Introducing the hybrid operating model
    Alexis Wallace Lavigne, GTM Senior Strategy Principal, SimCorp
    Learn about the latest developments that combine software and tech services to give more freedom for growth and scale.
  • Efficient multi-asset investment operations
    Jethro MacDonald, Group Product Manager, SimCorp
    A first look at our strategy for streamlining multi-asset investments without increased burden on workforce.
  • Consolidated and future-proof accounting
    Monika Pongratz, Product Portfolio Manager, SimCorp
    The latest options for seamlessly onboarding global accounting changes.
  • Next steps
    Francesco Maffei, Global Advisor Partnerships Lead, SimCorp
    Further resources for you on the topic.


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