Peridrome Perspectives Vol. 2
Peridrome to address technology integration at FRA Managed Accounts Summit
On Thursday, September 27, Peridrome CEO Gib Veconi will be a featured speaker at the Financial Research Associates 8th Annual Managed Accounts & Investment Solutions Summit in New York. Topics on the panel, "Mastering Managed Account Technology Integration: Trends, Tools and Techniques for Success," will include:
- Current state of application architecture among managers and sponsors: What's the baseline?
- What business trends are driving new manager and sponsor technology requirements?
- Closing the gaps in technology capabilities and features: Buy or build?
- What are the integration challenges and how can they be handled?
The three stages of managed account client service
The managed accounts industry is stepping up its efforts to streamline electronic communications. For its part, the Money Management Institute (MMI) has led a longstanding drive to develop messaging standards in hopes of easing the exchange of data among program sponsors, asset managers and other stakeholders in the managed account supply chain.
Workflow techniques, part 2: Finding opportunities to optimize
In the last edition of Peridrome Perspectives, we discussed how to identify critical processes and develop diagram flows. We now have a set of swimlane diagrams we can use for analysis of our current state operations. In this article, we’ll cover techniques to analyze our current state processes to find opportunities to optimize them.