InvestOps USA 2020

November 16 - 18, 2020


James Chew

Director of Global Product Management, Global Distribution Support & Transfer Agency

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

Download The Latest Agenda


Tuesday, January 1st, 2019

9:00 AM Workshop: Scale secrets: How can you lead practices for business growth with operational efficiency

For financial institutions, going digital presents meaningful opportunities for organizational transformation – from realizing greater operational efficiencies and better managing costs to driving improved client engagement and adoption. However, though the industry agrees on the importance of digital transformation, few organizations get it right – many struggle with disparate data, ineffective user experiences or both, which then results in low user adoption and sub-optimal operational efficiency.

At InvestCloud, we leverage our principles of design, digital empathy and behavioral science to deliver empathetic user experiences to a diverse client base, built on the foundation of a robust digital platform and mature data model. These user experiences have proven to generate the largest percentage of user adoption and enable key business outcomes. One of the leading adopters of these tools for digital transformation are the storied institutions Lloyd's of London and HSBC.

Join Burkhard Keese, Chief Financial Officer at Lloyd’s of London, James Chew, Director of Global Product Management for HSBC's Global Distribution Support & Transfer Agency, and Mark Trousdale, InvestCloud’s Chief Growth Officer, to learn how you can apply leading practices for business growth and operational efficiency to help grow your business at scale. 

What to expect in this workshop:

  •  Mastering your data when it isn't all in the same place
  •  Delivering empathetic experiences to a diverse client base
  •  The journey to digital success