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Next Gen Operations Transformation strategy for Wealth management firms
With accentuated pressures due to the Covid pandemic on revenues and calls for cost optimization & prudence on middle-back office functions, the wealth management firms seem to be winning with the Next Generation Transformation.

Attend this webinar to understand how Next Generation Transformation can help you drive maturity and bring efficiencies to manage challenges for your firm in the current times.


1. What are the key forces impacting the industry especially wealth management operations: We will be covering the key trends in the wealth management industry including fintech disruption, cost pressures, regulatory requirements, emphasis on advisor & client experience, etc.
2. How did COVID accentuate the issues wealth management firms were facing: We will cover how COVID-19 accentuated the ongoing issues and trends in the wealth management industry and how firms have traditionally dealt with these issues
3. Approach for wealth managers to begin their next generation operations strategy: We will go over the key objectives of wealth managers and outcomes they are looking to achieve (e.g. tackling seasonal market volatility, real-time compliance alerts, etc.) and go over the approach for next generation operations transformation
4. Use case: We will review a use case covering the current implementation and the difference made by using next generation operations transformation

Oct 15, 2020 11:00 AM in Eastern Time (US and Canada)

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