Main Day 1 | March 10th
As buy-side firms scale across strategies, structures, and jurisdictions, client lifecycle management is becoming a front-to-back operational and regulatory challenge. This session explores how workflow automation supports scalable growth while strengthening regulatory reporting.
Discussion themes include:
- Connecting client origination, onboarding, and ongoing oversight through front-to-back CLM
- Embedding regulatory reporting requirements directly into lifecycle workflows
- Creating audit-ready, traceable client data to support exams and disclosures
- Reducing remediation, rework, and operational risk as firms scale
- How are outsourcing strategies evolving to support more complex investment operations?
- What are the key success factors for integrating outsourced services with in-house teams?
- How can outsourcing be leveraged to scale operations without compromising control or quality?
- What governance and oversight models best ensure long-term outsourcing success?
Check out the incredible speaker line-up to see who will be joining Eric.
Download The Latest Agenda