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The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Webinars

Recorded Webinar: Unifying client data to accelerate insights and deliver better experiences

30 June 2021

Data insight is critical to all aspects of the buy-side investment process from portfolio decisions that drive core revenue and incremental revenue opportunities, to delivering unique and timely investment research, and rapidly innovating and offering new products to clients.

While this is a key goal for asset managers, built on the ability to understand and apply advanced analytics across their data landscape, it is often frustrated by a fragmented architecture, legacy systems, data silos and point-to-point integration that lead to sub-optimal processes such as poor client engagement and reporting.

To resolve these problems and drive better outcomes, including accelerated data insights and seamless customer interaction, asset managers need to consolidate and govern data on a single platform that can provide a complete and accurate 360 degree view of client data.

This webinar covers:

  • Buy-side data management challenges and the need for change
  • Approaches to gaining a better understanding of client data
  • How to consolidate data and create a 360 degree view of all client data
  • Technology solutions that support data consolidation, analytics and delivery
  • The operational benefits and competitive advantages of a 360 customer view


Louise Head Director, Performance Analysis
Federated Hermes
Julia Bardmesser Adjunct Professor
NYU Stern School of Business
Founder and CEO Data4Real, LLC
Daniel Roberts Solutions Engineering Director
Moderator: Sarah Underwood Editor
A-Team Group

More about our speakers:

Louise Head

Director, Performance Analysis

Federated Hermes

Louise Head has over 20 years of experience in the Asset Management Industry. Louise first joined Hermes in 2002 working for the activist manager Hermes Focus Funds as Head of Investment Administration. Louise then moved into the Performance Analytics team in 2010 as Head of Performance. Louise is currently responsible for the provision of all performance analytics across all Federated Hermes Int’l asset classes along with ensuring Federated Hermes maintains GIPS compliance. Prior to Hermes, Louise worked for both RBC & Aviva in Melbourne Australia.

Julia Bardmesser

Adjunct Professor

NYU Stern School of Business

Julia is CEO of Data4Real, LLC, a board advisor to several fintech start-ups and a founding member of Women Leaders in Data and AI (WLDA). She is a recognized thought leader in data-driven digital transformation with over 30 years of experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others. Julia is also a much sought-after speaker and mentor in the industry, and she is a recipient of recognition across the industry for her significant contributions.

Daniel Roberts

Solutions Engineering Director


Daniel has worked with major investment banks, mutual funds, and online brokerages for over 20 years. He has helped clients design and build high performance and cutting edge database systems and provided guidance on issues including data integration, performance, optimal schema design, security, failover, messaging, and master data management.

Interested in hosting your own webinar? Get in touch