05 - 06 June, 2019 | The Royce Hotel, Melbourne

Workshop: Wednesday, 5th June 2019

7:30 am - 9:00 am Insourcing Vs Outsourcing: Decision Making Processes Around Systems, Process and People to Improve Operational Efficiency

To remain competitive in an evolving landscape, investment and fund managers must keep operations lean and running as efficiently as possible to improve value driven functions. This includes boosting business opportunities through organizational agility and efficiency to enable innovation and future proofing systems. Making the right decisions will drive new efficiencies, enabling streamlined processes and customer experience.

This workshop will guide you through some of the toughest decisions to help you successfully implement these measure to improve returns and maximise revenue

This workshop will:

  • Transform systems by modernizing legacy systems to lower inefficiency and costs of maintenance
  • Develop ethical considerations around people by developing loyalty and reducing compliance risk
  • Highlight opportunities in fintech to provide platforms for data storage and collaboration, providing efficiency for numerous back office operations

Facilitator:
Paul Mason, Chief Operating Officer at Montgomery Global Investment Management

Paul Mason

Chief Operating Officer
Montgomery Global Investment Management