About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Smith Rejoins Fiserv’s Investment Services Division

Subscribe to our newsletter

Following a nine year stint at Thomson Financial, Charles Smith has rejoined Fiserv as vice president of client services for its Investment Services division. Smith previously worked at CheckFree Investment Services for seven years (now under the Fiserv banner) as vice president of product development.

In his new role, Smith will act as a client advocate and will also be responsible for building client relationships across the division’s client base. Mike Gianoni, president of the Investment Services division, hopes Smith’s previous experience at the company will lend itself to the job.

Prior to his work at Fiserv, Smith spent nine years at Thomson Financial where his last position was as a senior product manager.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to run effective client onboarding and KYC processes

Increasing cost, complexity and regulatory change continue to challenge firms implementing client onboarding and Know Your Customer (KYC) systems. With an effective strategy and a clearly defined pathway, it’s possible to gain a valuable competitive advantage whilst meeting those all-important compliance requirements. But how to get there? With a myriad of different options out there...

BLOG

Trading Up: Helping Our Youngsters Get What We Do

By Andrew Delaney, President, A-Team Group. We hear it time and time again – at our conferences, on our roundtables and from our advisory boards: our beloved financial data and technology industry is suffering from an acute skills shortage. Flip to the other side of the coin, and employers and parents alike fret about the...

EVENT

Eagle Alpha Alternative Data Conference, Spring, New York, hosted by A-Team Group

Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Preparing For Primetime – How to Benefit from the Global LEI

They say time flies when you’re enjoying yourself, and so it seems the industry have been having a blast with its preparations for the introduction of the global legal entity identifier (LEI) next month. But now it’s time to get serious. To date, much of the industry debate has centred on the identifier itself: its...