TradingTech Insight Webinars

Recorded Webinar: How to capture and manage complete and accurate customer data

25 September 2019

Whether you work on the buy-side or sell-side, the customer is always king. This requires investment banks, asset managers and wealth managers to ensure they have a complete and accurate view of customer data.

If you can achieve this, you can take a data-driven approach to decision making whether in obtaining better behavioural insights, offering personalised products, handling processes such as KYC more efficiently or better equipping customer facing staff.

While this is the aim, the problem at many financial firms is that while relevant data is available, it is stored in different applications and systems making it too difficult and expensive to use effectively.

This webinar will explain how innovative investment banks, asset managers and wealth managers are solving the problem using next-generation data management platforms, and how they are reducing costs and gaining increased agility by using data platforms as a service.

Listen to the webinar to learn more about:

  • Critical importance of a complete view of customer data
  • Limitations of existing systems and data management approaches
  • Opportunities of next-generation data management platforms
  • Potential benefits of using data platforms as a service
  • Best practice implementation and operation

Related White Paper

Don’t miss this related white paper which examines how investment firms can help achieve the results they desire by transforming their organisations and taking a more data driven approach. More info…

Speakers:

Petros Syriopoulos, Program Manager, International Wealth Management, Credit Suisse

Pranav Rao, Head of Technology – Asset Management, Credit Suisse

Giles Nelson, CTO Financial Services, MarkLogic

Sarah_Underwood

Moderator: Sarah Underwood, Editor,
A-Team Group

More about our Speakers:

Petros Syriopoulos
Program Manager, International Wealth Management
Credit Suisse

Petros brings 15 years of experience within Wealth Management and Universal Banking domains in the areas of program or project management, business & IT architecture and data services. He currently leads Marketing & Distribution technology services in Credit Suisse Asset management CH/EMEA where he focuses on Customer data, Sales & Marketing enablement platforms and next-generation analytics. Previously he worked in Deloitte Consulting for big clients in Consumer products, Technology and Financial services industries.

Pranav Rao
Head of Technology – Asset Management
Credit Suisse

Pranav Rao is a leader in the areas of technology, organization leadership, process & program management. His career spans technology roles in consumer electronics, defense, health insurance, education & finance. He is currently the head of technology for Credit Suisse Asset Management CH/EMEA where he focusses on data driven organizations.

Giles Nelson
CTO Financial Services
MarkLogic

Giles is Chief Technology Officer for Financial Services at MarkLogic where he’s responsible for MarkLogic’s technology go-to-market in financial services worldwide.

Giles has had 20 years of experience in the software and financial services industry. He was previously at Software AG where he had global responsibility for its Big Data and Streaming Analytics business. Previous to that he was at Progress Software where he was instrumental in taking its innovative financial services products global. Giles joined Progress when it acquired the event processing and Streaming Analytics vendor Apama, a company he co-founded, which acquired over 150 clients in financial services.


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