Powering Possibilities

In this episode of our podcast series, we hear from SS&C’s Eric Rocks, VP and Managing Director, with responsibility for our wealth management solutions, about the market forces and business needs that drove the development of SS&C Aloha’s capabilities to serve wealth managers. Topics covered in this discussion include:

• Challenges wealth managers face today. • Opportunities to advance wealth businesses through technology. • Capabilities from Aloha that will please wealth clients. • Finding the sweet spot: an institutional-strength, simplified operating system.

For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

In the sixth episode in the series, SS&C’s Scott Holmes talks with Richard Jeffery, Group Chief Executive Officer, ActiveOps, to discuss a range of topics related to digital transformation, technology and innovation, including:

• The challenges to hybrid work environments. • Resource management. • Versatile target operating models. • How insurers can utilize technology to enable hybrid work. • Efficiency gains through data and tech.

In the fifth episode in the series, SS&C’s Scott Holmes talks with Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance, on a range of topics related to digital transformation, technology and innovation, including:

• The Pandemic: A digital transformation accelerator? • Busting the WFH myth. • How people management has changed. • The sophisticated application of automation. • Going paperless. • Using data to help drive operations.

In the fourth episode in the series, SS&C’s Scott Holmes talks with Rakesh Krishnan, Director, Meru Consulting, to discuss a range of topics related to digital transformation, technology and innovation, including:

• The speed of adaptation. • Areas that have needed to change the most in the new normal. • How digital transformation projects run in a virtual world. • How insurers can best prepare for a digital transformation project.

In the second episode of our podcast series, SS&C’s Jack Quinn speaks with Dominic Flanagan, Chief Development Officer and the lead technologist behind SS&C Aloha, our transformational investment operations platform built with innovative and advanced technologies. Topics covered in this discussion include:

•The single data model designed to ease data management •Persona-and event-driven workflows to foster efficiencies •The microservices architecture that simplifies implementations, upgrades and scalability

For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.

In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association, to discuss a range of topics related to digital transformation, technology and innovation, including:

• How the role of the MGA has changed. • The need for agility now more than ever. • How data insights help the MGA and drive profits. • Achieving greater operational efficiency. • The new normal for MGAs.

In the first episode of our podcast series, SS&C’s Jack Quinn speaks with Christy Bremner, who is a Senior Vice President and General Manager and the driving force behind SS&C Aloha, our transformational investment operations platform with extensive asset class and functional support across the front, middle and back office. Topics covered in this discussion include: •The key challenges that Aloha will help solve •The innovative technologies that power Aloha •The market reaction to this game-changing system

The web page referenced in this episode: https://www.ssctech.com/solutions/products-a-to-z/aloha

Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community?

Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. [email protected]

Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. [email protected]

Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution.

John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.

Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community?

Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. [email protected]

Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. [email protected]

Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution.

John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.

In the second episode in the series, SS&C’s Scott Holmes sits down with Martyn Mathews, Senior Director of Personal Lines, LexisNexis Risk Solutions, to discuss a range of topics related to digital transformation, technology and innovation, including: •Connected car and usage-based insurance •Consumer attitudes towards data •How to resolve total loss claims in 30 minutes •The benefits of the connected car and the connected home •The next big data insight in personal lines