Ari Fuller

Managing Director, Head of Operations Control and Market Operations Morgan Stanley Investment Management

Main Day 2 | 24th February

9:20 Innovation Keynote: Client Complexity vs Complex Operations: When does the operational cost of personalized client servicing stop paying for itself, and how can you measure the value before it’s too late?

  • Bespoke portfolios, model customization, and tailored reporting: What are the real operational costs of supporting complex, personalized client products that never show up in standard reporting?
  • Where does personalization genuinely differentiate a firm — and where is it just complexity dressed up as a value proposition?
  • How do you retire or standardize a legacy custom product or service without disrupting the live clients who chose it for exactly that customization?
  • Which firms have made a deliberate bet on simplifying their personalized product range — and what happened to client retention, cost, and growth? 

Check out the incredible speaker line-up to see who will be joining Ari.

Download The Latest Agenda