Gabino Roche

CEO and Founder
Saphyre

Gabino has over 20 years of experience in building technology solutions for Fortune 500 companies and start-ups from the 1990s Dot-com era till now.

He’s a former McKinsey & Company firm member where he learned and focused on delivering products faster to market. That enabled him to take on a role at NYSE as Managing Director of application development to help their startup division ramp towards a $1 billion revenue goal.

Later he worked as a Senior Vice President at JP Morgan executing transformation programs in business operations, overseeing technology and operational process initiatives such as a delivering $40m product in their custody portfolio, and helping to revamp the Corporate Investment Bank’s (CIB) KYC/AML and client onboarding operations.

That experience set him up for JPMorgan’s senior management to ask him to take on the Head of Product role at Clarient; a FinTech startup consortium put together by JP Morgan, Goldman Sachs, State Street, Credit Suisse, Barclay’s and DTCC. While there, and with his team, he assisted to transform the company’s operations, technology, and product in under six months to meet market deadlines.

It was here where he unearthed valuable insights on how to structure pre-trade data and documents, invent an intuitive and expedited onboarding process powered by patented AI, in order to resolve many of the trading and post-trade issues - leading to his creation of his own FinTech startup; Saphyre.

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

Download The Latest Agenda

InvestOps DAY ONE

Wednesday, March 18th, 2020

2:00 PM 360 Perspective: Digitizing your client on-boarding and lifecycle management- How to leverage AI, Machine learning and RPA to make the client on boarding process much more seamless?

How can you leverage the growing importance of creating service differentiation to gain a competitive advantage through processes and data?
How to maintain high customer experience whilst boosting profit margins
How can automation and digitalisation make the client on-boarding a smoother and faster process?
What are the best-practice rules, data and workflow components to follow when it comes to technology?
How can you integrate RPA processes seamlessly into your teams?

3:20 PM Buy-side only Workshop: How can asset managers combine pre-trade activities between custodians, prime brokers and broker-dealers to increase transparency for the front office to drive efficiency and streamline processes?

How to build template answers/data by fund strategy to custodian pack questions to be cost efficient
Entering data and submitting documents for each fund once, which is then shared across multiple counterparties (broker-dealers, custodians, prime brokers)
Obtaining real-time Ready-To-Trade (RTT) status of your funds, products, and markets per fund and broker-dealer
Achieving front-office benefits such as: eliminating trade breaks related to broker account mismatches, allocations are done correctly the first time, and more

InvestOps USA 2020

Gabino Roche

InvestOps DAY ONE

2:00 PM 360 Perspective: Digitizing your client on-boarding and lifecycle management- How to leverage AI, Machine learning and RPA to make the client on boarding process much more seamless?

3:20 PM Buy-side only Workshop: How can asset managers combine pre-trade activities between custodians, prime brokers and broker-dealers to increase transparency for the front office to drive efficiency and streamline processes?

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