Taskize is excited to announce our sponsorship and participation in InvestOps USA 2025, the premier conference for buy-side investment operations, scheduled for March 10-12 in Orlando.
Contact us to book a coffee with Taskize’s CRO, James Pike and Business Development Manager Americas, Rohan Murphy at the event.
We will host a panel discussion chaired by Taskize’s Chief Revenue and Business Strategy Officer, James Pike, on "The Future of Operations in Financial Services," featuring three industry leaders:
- Michele Pitts, Managing Director of Custody Product Management at Citi
- Laura Jacques, Trade Operations Vice President at Fidelity Investments
- Lou Rosato, Managing Director of Investment Operations at BlackRock
Location: JW Marriot Grand Lakes, Orlando
Register: here
Taskize panel: Monday, 10 March, 12:40
Our panel will explore three critical topics shaping the financial services operations landscape:
1. Operational capacity
- Maximising efficiency with limited resources: Exploring strategies and tools that enable firms to enhance productivity amidst resource constraints
- Quantifying operational capacity: Discussing methodologies to measure and assess operational efficiency effectively
- Navigating cost pressures: Identifying approaches to manage and mitigate financial challenges in operations
2. Evolving financial services landscape
- Adapting to complex asset classes: Addressing the operational challenges posed by opaque and intricate asset types and their impact on service models
- Enhancing precision and transparency: Emphasising the need for clarity in managing operational workloads
- Workforce development: Strategies for training and retaining a less experienced workforce in a dynamic environment
- Process fragmentation in investment management: Tackling the issues arising from disjointed processes within investment management operations
- Balancing outsourcing and control: Weighing the benefits of outsourcing against the necessity for operational oversight
- Regulatory focus vs. transformation capacity: Managing the tension between regulatory compliance and the ability to drive operational transformation
3. Technology sector
- Growth in tech solutions and services: Examining the expansion of technology offerings and their implications for operations
- Build vs. buy decisions: Evaluating factors influencing firms' choices between developing in-house solutions and procuring external technologies
- Defining the new-age operating model: Identifying technological requirements essential for modern operational frameworks
- Strategic focus areas: Highlighting key areas such as data management, AI integration, legacy system modernisation, and workflow automation
Reflecting on our previous engagement, Taskize hosted a workshop at InvestOps 2024, concentrating on the importance of system integration and interoperability during the transition to T+1 in the US.
For insights from that discussion, take a read of our client Q&A with State Street’s Suren Sankar and our industry Q&A with Fidelity Investments’ Laura Jacques.