InvestOps USA 2020

November 16 - 18, 2020


Gabino Roche, CEO and Founder at Saphyre
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Gabino Roche

CEO and Founder

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