Asset management operations are undergoing rapid change. From the expansion into new asset classes to increasing regulatory pressure and shorter settlement cycles, firms are being challenged to manage greater complexity with fewer resources.
To remain competitive, organisations must rethink how their people, processes and technology work together – moving beyond fragmented communication, manual workflows and siloed operations toward smarter, connected collaboration.
As asset managers increasingly adapt their business models, it is forcing them to overhaul their operations – a subject that James Pike, our Chief Revenue and Business Strategy Officer, explored at one of Taskize's ongoing series of workshops for financial leaders.
Here, we highlight the key observations and themes addressed. With thanks to the two industry experts who gave us their time and shared their experiences and insights:
Laura Jacques – Trade Operations Vice President at Fidelity Investments
Michele Pitts – Managing Director of Custody Product Management at Citi
Download this article to find out the three practical steps firms can take today to future-proof their operations and improve efficiency, visibility and resilience across the post-trade lifecycle.