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 are facing multiple external and internal challenges. However, certain firms are winning post-Covid leveraging Next Generation Operations Transformation.

Watch 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.

AGENDA:

  • 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.
  • 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
  • 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
  • Use case: We will review a use case covering the current implementation and the difference made by using next generation operations transformation

About the speaker

Pamela Sharma

Senior Vice President, Business Operations

With more than 25 years of robust experience in service operations, dedicated project-based team organizations, induction of newer technologies along with required certifications and data security, Pamela is well adept in designing and spearheading digital transformations in diverse process areas or business units for the clients. She follows an innovative, analytical, adaptive and integrative approach to develop and deliver consistently improving outcomes for the clients that reflect in their capabilities and performance. She believes in clients to be partners for growth irrespective of their size and scope. Pamela heads the business operations and automation business at Incedo.

Associate Director, Financial Services

Experienced Financial Services leader with a demonstrated history of working in the IT Strategy & Operations space, she is an IIM Calcutta MBA graduate and helps Incedo’s Financial services clients with their Data , Analytics and Business Intelligence problems.