Meghan Dengler’s Post

Embrace transformation in #WealthManagement with evolving #WealthTech trends. Read our article in Citywire on current and future market needs. Read more: https://lnkd.in/dEgxj8xt #ProfileSoftware #InvestmentManagement #AxiaSuite 

Taskize recently had the pleasure of attending and sponsoring InvestOps Connect 2024, where industry leaders gathered to discuss the latest trends and challenges in investment operations.    From upgrading analytics and automation to enhancing data management and preparing for T+1, we gathered invaluable insights that are crucial for staying ahead in the financial services industry – all of which are at the heart of the Taskize platform.    For a deep dive into these insights read our latest blog post 👇   #FinancialServices #InvestmentOperations #FinTech 

Legacy Systems: Weighing Risks and Rewards Check out our detailed blog post as we break down legacy systems' complexities. We lay out the risks they carry for your business, as well as the unexpected benefits they hold. Learn smart tactics for handling older tech like a pro, turning its challenges into opportunities for innovation and expansion. This read is essential for any business manoeuvring through the legacy maze! https://lnkd.in/ecsh4Ck7   #data #modernisation #legacysystems

Uncover the opportunities for optimization with the latest from Vation Research Our recent research explores key technologies driving operational efficiency. Learn how FinOps, digital twins, and intelligent asset management are supporting and transforming enterprise operations. 🚀 Read here: https://lnkd.in/djmx9QX5 #OperationalEfficiency #TechTrends #Innovation

Unlock the full potential of your technology. Control Tower and Co-pilot aren't just tools, they're partnerships designed to innovate and drive data-driven decision making. Dive into our unique approach to managed services that goes beyond the basics. #data #datamanagement #managedservices #assetmanagement

Are you considering the pros and cons of buying v building a data management solution? Read Arcesium's case study below on how it helped an asset manager accelerate their time-to-market. #asset #assetmanager #assetmanagement #data #datamanagement #dateleader #dataquality #datalineage #datapipelines #saas #cloud #buyvbuild #investmanagement #

Help your firm modernize your technology for new business strategies. Staying on top of the change in technology can be hard. Learn how Arcesium helped an asset manager accelerate time-to-market by choosing to buy rather than build a data management solution. Link: https://bit.ly/3Z9IvT7 #DataManagement #FinancialTechnology #CaseStudy

How important to you is it to future proof your company? I would imagine it is pretty important. Read this blog to learn how you can use asset visibility to future proof your operations. https://lnkd.in/g6_aG4AP #Future

The article 'Scope Creep or Strategic Growth? Wealthtech Expansion Drives Need for Better Integration' from Ezra Group, LLC insightfully highlights the pivotal role of technology integration in enhancing wealth management. A standout point is the strategic advantage integration offers, especially in improving client interactions. Building on this, it's worth noting that such integrations can significantly personalize the client experience. By leveraging data more effectively, advisors can not only meet but anticipate client needs, thereby forging deeper, more meaningful client relationships. https://lnkd.in/e6VhZXyT #wealthtech #clientexperience #financialadvisors

How important to you is it to future proof your company? I would imagine it is pretty important. Read this blog to learn how you can use asset visibility to future proof your operations. https://hubs.ly/Q02ypqgX0 #Future