Podcast
Podcast
-
#29: Meeting the Demand: Agility, Scalability, Quality.
As the industry sees a trend toward more diverse offerings, especially among firms serving both institutional and private wealth clients, the demand for robust, adaptable technology has never been more crucial. Firms are grappling with revenue pressure, fee compression, and market segment shifts requiring more customization.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#28: The Power of Alternative Data | What Can It Do for Your Firm?
We explore the world of alternative data revealing how it is revolutionizing investment management. Together, we unravel the mysteries of the unique advantages it offers and its potential to drive firms ahead of the competition.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#27: Behind the Innovation | How SS&C Advent is Meeting Tomorrow's Market Needs
We delve into the cutting-edge enhancements to our asset management solutions, exploring key trends and innovations shaping the industry and our technology, such as tax-loss harvesting, increase in SMAs, and operational transparency.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#26: Driving Operational Alpha with the April Geneva Release
Join John Berthiaume and Claire Fix as they dive into what enhancements make the April Geneva release so special.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#25: Adapting to Change: The Future of AI in Investment Management
Are you curious to learn how AI is shaping the financial industry? Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#24: Ready. Set. Go. Building the Front Office Platform of Tomorrow
Tune into our latest episode as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#23: Bracing for T+1 | Navigating the Operational Challenges
Are you prepared for the T+1 deadline on May 28, 2024? Listen to this episode to learn how T+1 is impacting our clients. The discussion covers everything from automation and operations to timestamps and third-party reliance.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#22: The Caesars Palace Coup: A Billionaire Brawl Over the Famous Casino
Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#21: Finding Balance - Compliance in the Wealth Management Industry
Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#20: Uncovering Growth Opportunities in Investment Management
Join a thought-provoking conversation on the future of investment management. The discussion covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#19: Innovations and Strategies Shaping our Investment Community
Tune in for an insightful episode where we discuss the latest trends and developments in the investment management space with SS&C Advent’s SVPs and Co-General Managers, Karen Geiger and Steve Leivent.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#18: Time to End the Paper Chase | Investing in Loans
Join Aani Nerlekar and Steve Sulecki as they chat with our Tech It Up hosts about SS&C Loan Data. Learn how SS&C Advent is shaking up the world of private credit.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#17: Future Proofing Your Business | October Geneva Release
Join Brant Snyder and Niamh Kerrigan as they chat with our hosts about the October Geneva release in this special episode. Learn how SS&C Advent is elevating the user-experience and leveraging new technology to streamline workflows, eliminate manual steps, and deliver an efficient experience.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#16: The Search for Scalable Growth in a Complex Market
Institutional Investor's Custom Research Lab surveyed 150 investment management professionals to understand their most pressing challenges and their likely approaches to addressing them. Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#15: Navigating SEC Regulations, Compliance, and Trends in Investment Management
During the episode, Karen provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#14: SEC Marketing Rules: Insights from an SEC Exam Expert
Join hosts, Trent Berry, and Jasmine Conner for an in-depth conversation with real-world applications.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#13: Insights on Providing Holistic Financial Advice in Wealth Management
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#12: The New Era of Product Development
Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#11: Powered by Purpose: Full Speed Ahead
Purpose-driven growth and innovation are the backbones of SS&C Advent.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#10: Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing
Don’t let the growing demand to bring ESG data into your customization strategies be a burden.
Podcast
Listen Now
Hosted By: Jasmin Conner and Trent Berry -
#9: Managed Services: Not One Size Fits All
Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.
Podcast
Listen Now
Hosted By: Trent Berry -
#8: The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe
On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.
Podcast
Listen Now
Hosted By: Michelle Odom and Trent Berry -
#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?
It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#6: Commission-Free Annuities - A Game Changer
Gone are the days of investing in complex, expensive annuities with hefty commissions.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#5 Women in Fintech
In the Fintech industry, it's estimated women represent only 30% of the workforce.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#4 Marketing to New Investors & Retaining the Old
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#2 G1 vs G2 Advisors Selling Strategies and Technology
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry -
#1 Tech It Up: Introduction
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.
Podcast
Listen Now
Hosted By: Sarah Johnson and Trent Berry