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The Continuous Need for Modernization The investment industry is evolving rapidly, driven by technological advancements, regulatory changes, and increasing investor expectations. To remain competitive, firms must continuously modernize their people, processes, and systems. Stagnation no longer creates inefficiencies, it creates risk. Modernization is not merely about adopting new technology; it requires a fundamental shift in
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Unlocking Potential: The Secret Weapon of Single Relationship Managers
This paper, authored by Byron Derti, a senior analyst at Meradia, underscores the pivotal role of a single relationship manager in modern investment operations. Byron’s background in data analysis and project management equips him with knowledge in performance analytics and data-driven insights, which are crucial for driving client success. Highlighting a manager who adeptly navigates multiple workstreams, ensures seamless communication, and adapts to market changes, this analogy likens them to a conductor orchestrating a symphony of collaboration, ultimately enhancing client service and operational efficiency. Embracing this model with the right support can propel your firm to new heights of success.
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Automation: Taking Back Control From Excel and Email Anarchy
If your firm relies on homegrown tools like Excel and email to coordinate tasks, track status and transfer information, your business could be at risk of inefficiencies, or much worse. Here, we explore how business process automation can transform your operating model.
by Mick Cartwright, CIPM, Managing Director
Tim Jager, Senior Manager
Byron Derti, Analyst