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Next Gen Operations Transformation strategy for Wealth management firms

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Description: With accentuated pressures due to the Covid pandemic on revenues and calls for cost optimization & prudence on middle-back office functions, the wealth management firms seem to be winning with the Next Generation Transformation.

Attend this webinar to understand how Next Generation Transformation can help you drive maturity and bring efficiencies to manage challenges for your firm in the current times.

Time: Oct 15, 2020 11:00 AM in Eastern Time (US and Canada)

Register here:


1. What are the key forces impacting the industry especially wealth management operations: We will be covering the key trends in the wealth management industry including fintech disruption, cost pressures, regulatory requirements, emphasis on advisor & client experience, etc.
2. How did COVID accentuate the issues wealth management firms were facing: We will cover how COVID-19 accentuated the ongoing issues and trends in the wealth management industry and how firms have traditionally dealt with these issues
3. Approach for wealth managers to begin their next generation operations strategy: We will go over the key objectives of wealth managers and outcomes they are looking to achieve (e.g. tackling seasonal market volatility, real-time compliance alerts, etc.) and go over the approach for next generation operations transformation
4. Use case: We will review a use case covering the current implementation and the difference made by using next generation operations transformation

Pamela Sharma, Sr. VP and Head of Business Operations @Incedo Inc.

With more than 25 years of robust experience in service operations, dedicated project-based team organizations, induction of newer technologies along with required certifications and data security, Pamela is well adept in designing and spearheading digital transformations in diverse process areas or business units for the clients. She follows an innovative, analytical, adaptive and integrative approach to develop and deliver consistently improving outcomes for the clients that reflect in their capabilities and performance. She believes in clients to be partners for growth irrespective of their size and scope. Pamela heads the business operations and automation business at Incedo.

Swapnagandha Gite, Associate Director, Financial Services @Incedo Inc.

Experienced Financial Services leader with a demonstrated history of working in the IT Strategy & Operations space, she is an IIM Calcutta MBA graduate and helps Incedo's Financial services clients with their Data , Analytics and Business Intelligence problems.

URL: https://incedoinc.zoom.us/webinar/register/2616020188678/WN_BxJ81ZBXQo2sDhAM7vcYMw
Date: Thursday, October 15, 2020
Time: 11:00am-12:00pm UTC
Duration: 1 hour
Access: Public
Category: Business*, IT*, Technology*, Webinar*
Created by: Public Access
Updated: Tuesday, October 6, 2020 9:47pm UTC
Cost ($): Free
Call In Number: Zoom call
Contact Email: marketing@incedoinc.com
Contact Person:
Contact Phone:
Comments: None