InvestOps USA 2026
March 9 - 11, 2026
JW Marriott Grande Lakes, Orlando
Michael Beattie
Global Head of Product Strategy LinedataMain Day 1 | March 10th
9:45 AM Panel: Creating Operational Alpha: How can you best respond to the industry demand for more personalised portfolios and client services whilst maintaining a highly structured and standardised Operational infrastructure?
- How do you balance bespoke client requirements with scalable, standardised processes?
- What role can technology play in enabling mass customisation without adding operational risk?
- How do you set service tiers or client segmentation strategies to manage complexity?
- Which operational changes deliver the greatest impact in meeting personalisation demands?
Check out the incredible speaker line-up to see who will be joining Michael.
Download The Latest Agenda