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On-Demand Webinar

Process Automation in Investment Management

Preparing Investment Management for the New Normal

In this webinar, we discuss how should Investment Management firms get started with Process Automation, how their peers are utilizing the technology and registering incremental ROI, what are the common functions where automation can be applied, and how these add up to prepare organizations to brace up for COVID-19 market landscape.

Discussion Points:

How can Asset and Wealth Managers set the firms to win in the new normal
How Process Automation and RPA are evolving as feasible solutions to streamline manual and time-consuming processes
Why Investment management firms need a focused RPA and Process Automation strategy and how to go about it
How Process Automation is acting as the cohesive agent for organizational resilience in the current pandemic situation

Hosted by

We bring you seasoned experts Kapil and Mark, experienced in leading deployment of various technology solutions, including Process Automation. With a critical understanding of Investment Management operations, they have been pivotal to systemic business transformations.

Kapil Somani

Practice Lead – Financial Services Damco Solutions

Mark Spielman

Vice President – Sales Damco Solutions

What You’ll Learn

With this webinar you will be informed about the potential of Process Automation and RPA in Financial Services. Explore opportunities to automate core business processes in operations, portfolio management, client on-boarding, sales automation, reporting and backend processes.

Opportunities for Automation

Business processes that are inherently amenable to automation and the ones that require phased strategic implementation.

Addressing Implementation Challenges

Key criteria for addressing challenges when selecting automation to leverage maximum advantage.

Peer-proven Cases of Automation

Solutions for diverse challenges that can be extrapolated to standard functions of Investment Management firms.