Supporting the Modern Wealth Experience: Where Innovation and Trends are Re-Defining Middle and Back Office
Speaker: Matt Ahlstrand, VP, Solutions Consulting, SS&C Advent. One of the lesser-reported-upon impacts of COVID and the new WFH/Remote culture is how middle and backoffice teams are supporting clients and advisors they may no longer work alongside. Changes in client/advisor needs, ability to source talent from outside a firm’s immediate geography and mounting pressure to automate have forced many firms to significantly revise their operations structures. Join us to hear how wealth firms of varying sizes are dealing with these changes, where they’re paying off and what it might spell for the future of client service and support.
Time: 4:30PM ET - 5:00PM ET EST