Vendor View: Unlocking Operational Efficiency - Incremental Innovation for Wealth & Asset Managers
Virtual
Event Summary
In the wealth and asset management industry, staying competitive requires more than just cutting-edge technology; it demands smart, actionable innovation that enhances existing processes. While technologies like AI and blockchain grab headlines, many firms struggle to adopt them due to legacy systems and data silos. This webinar focuses on the power of incremental innovation—small, meaningful tweaks to workflows and processes that yield significant operational efficiency and improved client experiences without the need for a massive overhaul.
Join us to learn how wealth and asset managers are implementing incremental changes to drive transformation and gain competitive advantage. We'll discuss real-world use cases where firms have improved information gathering, onboarding processes, and client service requests, all through manageable, scalable innovations.
Key Takeaways:
- How small, technology-driven changes can significantly enhance client servicing and reduce manual errors.
- Practical examples of incremental innovation, such as the automation of client onboarding and form digitization.
- Strategies for identifying areas ripe for innovation within legacy systems.
- How to integrate incremental innovations without disrupting ongoing operations.
Sponsored by Smart Communications
Speakers
Neil Sheehan
Director
Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.
Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.
Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.
Scott Draeger
SVP of Product Marketing and Vertical Solutions, Smart Communications
Scott Draeger is the SVP of Product Marketing and Vertical Solutions at Smart Communications. With a passion for collaboration, he focuses on making front office and back office communications better for recipients and your financial institution. He has helped financial institutions around the world improve heavily regulated communications that span the entire customer lifecycle, including communications for marketing, onboarding, proposals, statements, compliance, notifications, and other heavily regulated communications.