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Asset Management Leaders: Taking a New Approach to Managing Your Client Data

 

 

On-Demand Webinar

Webinar Summary

Join Praful Saklani, CEO of Pramata and George Bollenbacher, Head of Regulatory and Market Evolution Practice, Capital Market Advisors for a 45-minute lively discussion about the challenges facing Asset Management firms as they grapple with generating new revenue streams in the face of waning margins.

Next, they'll discuss how AI is playing a greater role in managing client data and how distributing crucial data to appropriate business lines is a game changer. All by bypassing IT.  

Lastly, they'll talk about how leading firms are already operationalizing their client data to drive new revenue growth and compliance performance.
 
Topics include:

  • Managing crucial customer data to improve client services, finance and regulatory processes

  • Using a single source as a system of record to advance operations

  • Effectively using data at various stages in the client lifecycle

  • Investing in the right systems and,

  • Where to start

 

 

Watch On-Demand!


 
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About the Speakers:

Praful Saklani, Co-Founder and CEO of Pramata has deep expertise in the artificial intelligence technologies core to Pramata, and experience in delivering enterprise process solutions to large corporate customers.  Prior to co-founding Pramata, he founded and served as CEO of Yatra Corporation, which leveraged artificial intelligence and Internet technologies to optimize travel management processes.  Previously, he was co-founder and managing partner of consulting firm, Invotech Systems, and a key executive of Waterhealth International, a social start up focused on bringing affordable drinking water purification solutions to developing countries. He graduated from Swarthmore College, where he received High Honors in economics and political science.

 
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George Bollenbacher, Head of Regulatory and Market Evolution Practice at Capital Market Advisors specializes in the implementation of derivatives and banking reform. He spent twenty years as a bond trader and ten years in the technology business. For the last fifteen years he has assisted many banks, asset managers and custodians in implementing process and technology changes. He is the author of The Professional's Guide to the US Government Securities Market and The New Business of Banking.

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