Tech It Up
by SS&C AdventA monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
Copyright: © 2021
Episodes
Adapting to Change: The Future of AI in Investment Management
26m · PublishedAre you curious to learn how AI is shaping the financial industry?
Then don't miss out on this insightful conversation with industry leaders at the forefront of this transformation. The discussion covers a variety of topics, from a firm's primary concerns while implementing AI, to how it's leveling the playing field for smaller to mid-sized firms, and the potential for increased regulations.
Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.
Tune in now to gain valuable perspectives that could shape your firm's future.
Ready. Set. Go. Building the Front Office Platform of Tomorrow
23m · PublishedTune in as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.
We discuss the evolution of trading, how the landscape has fundamentally shifted, and the current market trends that are shaping the future.
Don't miss out on this discussion about what's next for trading and investment management, and exciting innovations that are set to revolutionize investment firm experiences.
Bracing for T+1
11m · PublishedAre you prepared for the T+1 deadline on May 28, 2024?
Listen to our latest Tech It Up episode to learn how T+1 is impacting our clients. Our guest, Paul Thomas, SS&C Advent Relationship Manager, recently helped moderate a virtual focus group with over 170 clients to discuss their transition plans and readiness.
Paul provides potential implications, challenges, and opportunities from this mandate, including insights from the session. The discussion covers everything from automation and operations to timestamps and third-party reliance. Whether your firm is in the planning, testing, or implementation phase, this episode is sure to guide you in your preparations.
So, what are you waiting for? Tune in to our latest Tech It Up episode and prepare for the T+1 deadline!
The Caesars Palace Coup
14m · PublishedTune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.
This story takes us from the Vegas Strip to Wall Street boardrooms, Chicago courthouses, and the halls of Congress.
Finding Balance - Compliance in the Wealth Management Industry
34m · PublishedIn today's dynamic regulatory landscape, staying compliant is not just an option; financial firms must mitigate risks and safeguard their reputation. To shed light on this crucial topic, we invite you to join our recent podcast episode featuring Martin Orbach, VP, Head of Product for SS&C RCI, and Kyle Fleming, Senior Manager of Product Management for SS&C Black Diamond.
During this insightful conversation, Martin and Kyle delve into the intricacies of regulatory compliance, addressing key concerns for financial advisors, such as electronic communication surveillance, active versus passive compliance strategies, and the tools available to manage risk effectively.
Listen to the podcast now!
Uncovering Growth Opportunities in Investment Management
23m · PublishedDuring this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.
The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.
Tune in for this thought-provoking discussion!
Innovations and Strategies Shaping our Investment Community
22m · PublishedJoin us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.
Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.
Time to End the Paper Chase | Investing in Loans
18m · PublishedA combination of rising rates, a lot of dry powder, and banks enforcing stricter requirements is causing private credit to grow at an incredible pace. Tune into this episide as we dig into the details of what is driving this growth, and discuss how SS&C Advent is making a difference in this space with the new SS&C Loan Data offering.
Future Proofing Your Business | 23.2 Geneva Release
21m · PublishedThe Geneva team works year-round to move the platform forward, ensuring it keeps pace with changing business requirements, market pressures, and new product offerings. Simultaneously, we continue to leverage new technologies and look for ways to streamline workflows, eliminate manual steps, and deliver an efficient and differentiated user experience. Listen as Brant Snyder, Director, Product Management, and Niamh Kerrigan, Director, Relationship Manager, discuss how these updates will help to future proof your business.
The Search for Scalable Growth in a Complex Market
31m · PublishedWith the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating:
- How can I attract and retain investors?
- Which accounts and segments should I pursue?
- What services should I offer?
- What technology do I need?
To assist our clients in answering these questions, SS&C Advent partnered with Institutional Investor to survey the investment management community.
Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.
Tech It Up has 25 episodes in total of non- explicit content. Total playtime is 9:03:15. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on May 19th, 2024 20:41.