Under Margin Pressure: Leveraging Technology for Competitive Edge

Welcome to another insightful episode of Liqueo’s Deep Dives where we explore the most critical topics in asset and wealth management. In this series, our experts share valuable insights and strategies to help firms stay ahead. In this this installment, we’re diving into topic of margin pressure in the industry and discussing how firms can use technology to gain a competitive edge.

We have previously looked at how firms can use data as a competitive lever. You can watch this here.

Hosted by Director, Sai Perry, this panel discussion brings together some of the sharpest minds in the field…

	HOST: Sai Perry, Director Sai specialises in Asset Management Transformation and Operating Model Design, with a strong focus on delivering technology solutions. He enjoys collaborating closely with client change teams and C-Suite executives to create effective and impactful solutions together.
	PANELIST: Andrew Proud, Founding Director Andrew, a co-founder of Liqueo, offers more than 20 years of industry expertise. He has built a reputation as a highly effective Programme Manager, successfully steering complex global initiatives for clients and vendors in financial institutions to ensure the success of their implementations.
	PANELIST: John Hewison, Director John has over 22 years of experience building and leading Technical Implementation teams across EMEA in the Portfolio Reporting and Asset Management sectors.
	PANELIST: Mark Beattie, Director Mark is a proactive and results-driven Programme Manager with 20+ years’ experience in financial services delivering programmes/projects within demanding timeframes, aligning business and technology strategies.

As management consultants focused on asset and wealth management, we get the challenges decision-makers deal with, especially regarding technology and its complexities. Our panelists bring a wealth of experience in the field, having faced these challenges many times over. They have some fantastic insights on how to incorporate efficiencies and stay ahead of the curve!

This video offers valuable insights and clever strategies. Engage in this informative discussion and transform your approach to tackling your most significant tech challenges.