Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
Mr. Walker will share contemporary insight on how the successful mix of technology and business processes are elevating forward-thinking wealth managers above the rest in the competition for new clients and increasing client retention.
UNAPEN CEO Joe Walker predicts a substantial economic mandate that will demand that most of the service agents in financial services implement a modern set of business practices – a mix of operational workflow, information management standards and systems architecture – that will allow a cost-effective business model for servicing a huge volume of very discerning customers (baby boomers).
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.