About a-team Marketing Services
The knowledge platform for the financial technology industry
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: The Next Frontier of Customer Due Diligence for KYC & AML

A-Team Group recently held a webinar on the popular topic of The Next Frontier of Customer Due Diligence for KYC & AML, discussing the current thinking around client due diligence.

BLOG

Juniper Square Seeks to Democratise Private Markets with Data

Juniper Square has, from a virtual standing start, become one of the fastest-growing providers of data and investor services to private-market participants. Earlier in the summer it received a US$130 million series D capital injection that underscored its prospects and valued the company within unicorn territory. That’s unsurprising for a company whose platform has, since...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

FATCA – The Time to Act is Now

The US Foreign Account Tax Compliance Act – aka FATCA – raised eyebrows when its final regulations requiring foreign financial institutions (FFIs) to report US accounts to US tax authorities were published last year. But with the exception of a few modifications, the legislation remains in place and starts to comes into force in earnest...