Data Management Insight Webinars Countdown:

Upcoming Webinar: Digital Investor Onboarding and Transformation for Asset Servicers and their partners

6 February 2020

Date: 6 February 2020
Time: 10:00am ET / 3:00pm London / 4:00pm CET

Transfer agents, fund administrators & custodians are endeavouring to deliver a better Investor Experience (IX) for their clients, seeking to differentiate their offerings and to truly deliver value adding services across the entire investor lifecycle.

The race is on to stand out & better differentiate their firms, to showcase their technological onboarding & management prowess, ensure complete lifecycle compliance, and deliver a great customer experience all at the same time. This is all happening in an era of decreasing margin, greater regulatory oversight and with the arrival of new market disruptors.

Register for the webinar to find out more about:

  • Why it is vital to have an investor lifecycle management approach
  • How Asset Servicers are approaching digital transformation
  • What leading practitioners are doing to better manage investor lifecycles
  • Differing solutions and services that can help you to transform and grow


Stephen Florence, Account Director, Fenergo


Moderator: Sarah Underwood, Editor,
A-Team Group

More about our Speakers:

Stephen Florence
Account Director

Stephen joined Fenergo in August 2017. From day one, his focus has been working with Asset Servicing firms to streamline the Investor Lifecycle.

Stephen has worked with the Asset Servicing industry for over 10 years. He is passionate about helping solve the biggest challenges in the Investor Lifecycle through Digital Transformation and a Community Approach to solving Global regulatory challenges. Prior to joining Fenergo, Stephen spent six years with global FinTech, SimCorp where he worked exclusively with Asset Managers & Servicers.

Academically, Stephen holds a MSc in Finance & Capital Markets from Dublin City University and a Degree in Finance from Northeastern University in Boston.



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