Powering Possibilities: Recent Episodes
SS&C
Conversations are the foundation of SS&C. Every day, we focus on conversations that create powerful possibilities for our clients' growth and success. The Powering Possibilities podcast seeks to enhance exchanges by exploring topics relevant to today’s financial services and healthcare organizations, focusing on interviews with experts and exploring financial services and health from every angle. Listen to interviews, insights and discussions about best practices, relevant topics and trends from SS&C such as business process enablement, operational wellness and technology strategy to industry regulations and business challenges. Please follow, share and subscribe.
Join our final middle office podcast with Johnine Kilgallon (Managing Director, Business Development) and Eric Reichenberg (Director, Valuations) which looks at Voluntary Corporate Actions.
Links mentioned in this episode:
- Voluntary Corporate Action Service Brochure
Our latest Middle Office Podcast Lee Burchell interviews Jon Anderson to learn more about our Treasury Management platform and the benefits it brings to clients.
Links mentioned in this episode:
- Brochure - SS&C Treasury Management
- Whitepaper - Driving Alpha with Active Treasury Management
- Case Study - Treasury Management Emso
- Treasury Management FAQs
Listen to the latest episode of our Middle Office series where Ken Turchin (Business Development) interviews Parthiv Patel on our Trade Matching and Settlement service.
Links mentioned in this episode:
- SS&C Trade Matching and Settlements Service
- Matching and Settlement FAQs
Listen to our latest episode in our Middle Office Series to understand the UMR changes that are happening and what you need to do to prepare for these by September 1.
Links mentioned in this episode:
- Blog - Uncleared Margin Rules Phase 6 is Coming - Are You Ready?
- SS&C's UMR Phase 6 Brochure
It’s important to provide your investment operations staff with the tools and technology they need to work efficiently, advance their skills, and gain opportunities to add more value to your firm. In this podcast, Lead Sales Consultant Neil McBride shares how SS&C Aloha was built from the ground up with users in focus. Discussion topics include:
• Support for today’s environment – digital-first, self-service, access from anywhere • Intuitive dashboards, workflows, and exceptions-based operations to streamline activities • Advanced technology’s role in reducing staff training needs and boosting staff retention
For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.
Listen to the first episode in of our Middle Office podcast focusing on Reconciliation. Bill Bormann, (Director - Business Development at SS&C) interviews Marcella Crossman (Director, Middle Office) to discuss all things reconciliation and how SS&C can help you.
Links mentioned in this episode:
- SS&C Fund Administration Services
- Link
Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?
In the ninth episode in the series, SS&C's Scott Holmes talks with James Bilham, Chief Executive Officer and Founder, Verius Risk, to discuss a range of topics related to digital transformation, technology and innovation, including:
• New challenges in fighting fraud • The need for data transparency • The opportunity for insurers in the upcoming year • How data can be used to build trust • How insurers can identify fraud more easily
In the fifth installment of our podcast series, SS&C Director Steve Campbell discusses the functional advantages and applications that SS&C Aloha offers clients. Topics covered in this discussion include: •System simplification and workforce uptake •Scalability and flexibility by design •Keeping a close eye on key metrics
For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.
With many economies hoping to roar back to life, how will the alternatives industry evolve? What will the next 18 months bring, and how can we improve performance in the future?
Having rebounded impressively during the beginning of the COVID-19 pandemic, private equity firms stand ready to lead the global recovery through their expertise and value-creating capabilities. How are leading fund managers taking the offensive amidst the recovery? How are they working alongside existing portfolio companies to create value in an ever-changing world?
As fixed income continues to underperform and risks for a major equities correction seemingly rise by the day, the future of alternative investments is more important than ever. The path has never been easy, but the stakes are getting higher. In this session, our expert panel of influential allocators share their thoughts on the future of alternative investing.
This overview explains how streamlining fundraising and the digital investor onboarding process helps fund managers commit capital quicker while establishing a foundation for a successful long-term relationship between fund managers and investors.
In 2022, will secondary markets become more prevalent for allocators? Will portfolio companies continue growth trends despite expectations?
Which strategies, sectors and regions are delivering competitive returns? Where will private equity (PE) firms look next? While PE continues its march alongside bullish U.S. equities, high valuations, regulatory changes, SPACs and the impacts of disruptive technologies, how are credit, private equity and Real Estate investors positioning private capital portfolios for growth? Our private markets session assesses the value and threat posed by surging inflow, the increasing preference for co-investment as well as perspective on how the asset class is repositioning itself.
Emerging markets have look been an important diversification opportunity for investors. How has the pandemic impacted the appetite for emerging markets and what does the future hold for this important asset class?
In a digitizing world, how are increasing complexities in underwriting being managed? In this session, our experts discuss how the digitization of the alternative investments industry is creating an opportunity for change and profitability.
Where are the best places to be investing in Real Estate? Is the secondary market still appealing, or is the gateway city making a comeback? Has the office market changed forever? Will Industrials maintain their pandemic strength? Our experts discuss the best opportunities and detail the key factors to consider in this vital asset class.
ESG and socially responsible investing has been profoundly impacted by the COVID-19 pandemic as investors are now forced to take a more granular view of non-financial risk exposures. This includes the examination of corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. However, a universally accepted approach to ESG methodology, measurement, benchmarking, and reporting has still not been established. As a result, there are still few safeguards to prevent greenwashing and other forms of disinformation. In a post-COVID world, how are capital allocators and fund managers working to establish industry standards for ESG? Furthermore, how are investors prioritizing ESG factors in the investment process across asset classes?
Asia Pacific has made strides in its focus on clean energy and renewables. China is now the world's leading country in electricity production from renewable energy sources. Singapore recently unveiled its Green Plan 2030, and emerging economies are turning to renewable energy after generational reliance on fossil fuels. This panel discussion examines corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. Our experts share how capital allocators and fund managers are working to establish industry standards for ESG and how clean energy investments are set to reshape the industry.
As firms bring on more funds, they see the advantages of outsourcing. But where do you start? What are the key aspects to be aware of when using this model? In this session, our experts provide a detailed overview on how to transition to an outsourced model, challenges and common mistakes to avoid.
It has been a unique and challenging period for emerging managers. Fundraising efforts have been stymied by the pandemic. The safe havens provided by the larger investment houses have dominated allocations. What is the market looking like now? Is the changing global economy and market dynamic opening the door for a new breed of managers to help quench the never-ending thirst for investment diversification? A panel of experts discuss the future path for emerging managers.
The pandemic sent a shock wave through traditional fundraising efforts. In the blink of an eye, an established process and strategy all changed. But are these changes long-lasting? In this session, we focus on the LATAM fundraising scene and hear from some of the largest and most successful fundraisers in the region.
In this episode, we hear from SS&C’s Rhys Octigan, Head of Institutional Business, who looks at the challenges facing today’s global investment managers as well as the unique needs of Asian and Australian investment managers. Topics covered include: •The challenges of fee pressure, costly infrastructure and complex investments •How investment managers can cut costs, increase efficiency and streamline operations with Aloha •One client’s vision of significant gains from Aloha •Arming investment managers to handle Australia’s and Asia’s diverse and differing needs
For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.
In the eighth episode in the series, SS&C’s Scott Holmes talks with Richard Marsden, UK&I Director, FinChatBot, to discuss a range of topics related to digital transformation, technology and innovation, including:
• What drives insurers to digitize. • Expected solutions in digital transformations. • Areas insurers have prioritized for digitization. • Key challenges insurers face with digitization. • Digitization of the customer journey enables insurers to optimize cross-selling.
In the seventh episode in the series, SS&C’s Scott Holmes talks with Carla Jordan, Chief Financial Officer, Emerald Risk Transfer, to discuss a range of topics related to digital transformation, technology and innovation, including:
• The growing need for digitizing documentation. • The hybrid work model in South Africa. • How insurers are adapting to new conditions post-pandemic. • The future of the insurer-broker engagement. • How data is helping insurers mitigate risk and underwrite in the new normal.
In this episode of our podcast series, we hear from SS&C’s Eric Rocks, VP and Managing Director, with responsibility for our wealth management solutions, about the market forces and business needs that drove the development of SS&C Aloha’s capabilities to serve wealth managers. Topics covered in this discussion include:
• Challenges wealth managers face today. • Opportunities to advance wealth businesses through technology. • Capabilities from Aloha that will please wealth clients. • Finding the sweet spot: an institutional-strength, simplified operating system.
For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.
In the sixth episode in the series, SS&C’s Scott Holmes talks with Richard Jeffery, Group Chief Executive Officer, ActiveOps, to discuss a range of topics related to digital transformation, technology and innovation, including:
• The challenges to hybrid work environments. • Resource management. • Versatile target operating models. • How insurers can utilize technology to enable hybrid work. • Efficiency gains through data and tech.
In the fifth episode in the series, SS&C’s Scott Holmes talks with Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance, on a range of topics related to digital transformation, technology and innovation, including:
• The Pandemic: A digital transformation accelerator? • Busting the WFH myth. • How people management has changed. • The sophisticated application of automation. • Going paperless. • Using data to help drive operations.
In the 20th episode in the series, SS&C’s David Turner talks with Ellen Carney, Principal Analyst at Forrester, to uncover the top takeaways across a variety of insurance-related topics, including:
• Top technologies impacting insurer success. • The three "E"s of the customer experience is table stakes. • Data & analytics: the lubricant of business success. • Customer onboarding: the secret shame of the insurance industry. • Customer engagement: the biggest unsolved insurance challenge. • Competitive differentiation with low code/no code: compose, build & customize.
In the second episode of our podcast series, SS&C’s Jack Quinn speaks with Dominic Flanagan, Chief Development Officer and the lead technologist behind SS&C Aloha, our transformational investment operations platform built with innovative and advanced technologies. Topics covered in this discussion include:
•The single data model designed to ease data management •Persona-and event-driven workflows to foster efficiencies •The microservices architecture that simplifies implementations, upgrades and scalability
For more information, visit https://www.ssctech.com/solutions/products-a-to-z/aloha.
In the fourth episode in the series, SS&C’s Scott Holmes talks with Rakesh Krishnan, Director, Meru Consulting, to discuss a range of topics related to digital transformation, technology and innovation, including:
• The speed of adaptation. • Areas that have needed to change the most in the new normal. • How digital transformation projects run in a virtual world. • How insurers can best prepare for a digital transformation project.
In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association, to discuss a range of topics related to digital transformation, technology and innovation, including:
• How the role of the MGA has changed. • The need for agility now more than ever. • How data insights help the MGA and drive profits. • Achieving greater operational efficiency. • The new normal for MGAs.
In the first episode of our podcast series, SS&C’s Jack Quinn speaks with Christy Bremner, who is a Senior Vice President and General Manager and the driving force behind SS&C Aloha, our transformational investment operations platform with extensive asset class and functional support across the front, middle and back office. Topics covered in this discussion include: •The key challenges that Aloha will help solve •The innovative technologies that power Aloha •The market reaction to this game-changing system
The web page referenced in this episode: https://www.ssctech.com/solutions/products-a-to-z/aloha
Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community?
Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. abeattie@sscinc.com
Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. RDavis@sscinc.com
Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution.
John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.
Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community?
Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. abeattie@sscinc.com
Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. RDavis@sscinc.com
Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution.
John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.
In the second episode in the series, SS&C’s Scott Holmes sits down with Martyn Mathews, Senior Director of Personal Lines, LexisNexis Risk Solutions, to discuss a range of topics related to digital transformation, technology and innovation, including: •Connected car and usage-based insurance •Consumer attitudes towards data •How to resolve total loss claims in 30 minutes •The benefits of the connected car and the connected home •The next big data insight in personal lines
In the first episode in the series, SS&C’s Scott Holmes sits down with Gavin Sewell, Chief Executive Honcho, Honcho Markets, Ltd., to discuss a range of topics related to digital transformation, technology and innovation, including:
•Disrupting the Insurance buying methods •Data is King •How can we better utilise data? •Responding to changing needs •The increasing need for defined data standards
In the 19th episode in the series, SS&C’s David Turner talks with Kartik Sakthivel, Vice President & Chief Information Officer, LIMRA/LOMA, LL Global to uncover the top takeaways across a variety of insurance-related topics, including:
• There Should be no Daylight Between Business and IT. • The Top Two Challenges Facing Today's Insurance Industry. • The Future of Underwriting: Predictive Models VS EHRS. • How to Learn, Unlearn and Relearn in the Digital Age. • Develop Soft Skills and Learn the Business for Workplace Success.
Peter Young, CEO of Q Investment Partners discusses the story behind this unique asset class, and the value proposition of Q Investment Partners relative to traditional real estate funds.
Related links:
- https://www.intralinks.com
In the third podcast in the series, SS&C’s Eamonn Greaves talks with Nicole Greene, Head of Brokerage Solutions for SS&C about how Lyric is transforming the retail alternative space. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers.
- Marketplace Challenges: Fragmentation and friction
- Reimagining the subscription process
- How Lyric transforms the user experience
Links mentioned in this episode:
- https://www.ssctech.com/solutions/products-a-to-z/lyric
An SS&C Insurance interview series
In the 18th episode in the series, SS&C’s David Turner talks with Amandah Greiling, Head of Enterprise Customer Service, Guardian Life to uncover the top takeaways across a variety of insurance-related topics, including:
- No Two Business Transformations are the Same
- The Customer Experience: Speed, Service and Empathy
- Process Before Technology
- Frontline Staff are Part of the Solution
- Customer Interactions Must Be Effortless and Engaging
In the second podcast in the series, SS&C’s Eamonn Greaves talks with Nick Doyle, Senior Director of Product and Paul Ives, VP of Technology about how SS&C approached the development and design of SS&C Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers.
Topics covered, include: • Setting a course for development • The power and benefits of microservices • Execution, collaboration and alignment
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/lyric and https://www.ssctech.com/landing/ssc-lyric-future-financial-services
In the first in the series, SS&C’s Eamonn Greaves talks with Nick Wright, CEO, SS&C Financial Services International & Europe and Head of Global Investor and Distribution Solutions about SS&C’s Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers. Topics covered, include:
- What is Lyric?
- What will Lyric do for SS&C’s clients today and tomorrow?
- How will Lyric revolutionize the back end of the operations?
Links mentioned in this episode:
- https://www.ssctech.com/solutions/products-a-to-z/lyric
An SS&C Insurance interview series
In the 16th episode in the series, SS&C’s David Turner talks with Matt Segall, Finance and Program Office Executive, to uncover the top takeaways across a variety of insurance-related topics, including:
• Prioritizing and sequencing transformation projects. • The key to successful change management. • Transformation metrics and measuring short- and long-term success. • Innovation as a team sport. • The "build versus buy" decision.
An SS&C Insurance interview series
In the 17th episode in the series, SS&C’s David Turner talks with Ilya Bodner, Founder, Bold Penguin, to uncover the top takeaways across a variety of insurance-related topics, including: • Becoming More Digital, Transparent and Speedier. • Digitization Success is Bite-Sized. • Factors Beyond Technology Transforming Insurance. • Ideas, Capital and People.
Join Darren Berkowicz Managing Director from SS&C Technologies on the American Bankers Association podcast. The podcast discussed philanthropic and family office solutions, and what features and tools fund managers need to be effective and efficient.
With the persistent low interest rate environment, insurance and alternatives worlds are converging. In this podcast, international experts, Dr. Zeynep Hizir, director of strategic development solutions for the insurance sector, EMEA, and Scott Kurland, global head of product and marketing for SS&C’s Singularity platform, discuss the implications of this convergence, along with the resulting challenges, key considerations and paths forward for success.
Download our newest whitepaper, Flip the Script: Back-to-Front Office Processing, for a deeper dive into this timely topic.
Links mentioned in this episode: https://www.ssctech.com/resources-insights/whitepapers/flip-script-accelerated-back-front-office-processing
Outstanding customer experience aided by financial wellness programmes are playing a crucial part in ensuring Super funds generate deep and meaningful member engagement. This engagement is key to retention and growth. But what does it look like, and how do you get there?
Listen to our guest speakers from Rice Warner and Aon discuss how to work towards financial wellbeing for members and employees and how everyone wins when you get it right.
Links mentioned in this episode: https://www.ssctech.com/solutions/by-industry/retirement-services/superannuation
An SS&C Insurance interview series
In the 14th episode in the series, SS&C’s David Turner talks with Larry Nisenson, Chief Communications Officer, Genworth, to uncover the top takeaways across a variety of insurance-related topics, including:
- The industrial strength solution.
- The finance of aging.
- Insurance technology game-changers.
- Digitizing policyholder services.
- Building a digital customer acquisition ecosystem.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C Insurance interview series
In the 13th episode in the series, SS&C’s David Turner talks with Jay D’Aprile, Executive Vice President, Slayton Search Partners, to uncover the top takeaways across a variety of insurance-related topics, including:
- Why insurance needs chief experience officers.
- Technologies impacting insurance.
- Insurance is transforming into a technology industry.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C Insurance interview series
In the 15th episode in the series, SS&C’s David Turner talks with Jackie Tirpak, Vice President and Corporate Claims Officer at Erie Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
- The top change and transformation initiatives
- The claims experience is not one-size-fits-all
- Technologies reshaping insurance
- Rethinking process and workflows
- Knowledge is power; data is the currency
- Insurtech - threat or opportunity for traditional insurers?
- Improving the end-to-end customer experience
Links mentioned in this episode: https://www.ssctch.com/solutions/products-a-to-z/awd
SS&C AWD Insurance interview series
In the 12th interview in the series, SS&C’s David Turner talks with Robert Parisi, Head of Cyber Solutions – North America at Munich Re, to uncover the top takeaways across a variety of insurance-related topics, including:
- The role of AI in cybersecurity.
- The top cybersecurity threats and misconceptions.
- The punch of ransomware.
- The rapid evolution of cyber insurance.
- Prioritizing technology with a remote workforce.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
In April 2020, the Cayman Tax Authority (DITC) announced a new “CRS Compliance Form”. This is an expansion of requirements under the Cayman automated exchange of information regime affecting all managers with funds domiciled in Cayman. With this new requirement comes various impacts and changes to Cayman CRS Compliance.
SS&C is committed to assisting the financial industry with the new Cayman CRS Compliance and is providing full preparation services with regard to the CRS Compliance form, which includes determining which sections apply and collecting responses for those sections.
To learn more about the new requirements, impacts and changes listen to our recent podcast or download our webinar on Cayman CRS Compliance.
Links mentioned in this episode:
- https://www.ssctech.com/resources-insights/webinars/what-you-need-to-know-planning-for-cayman-crs-compliance
- https://www.ssctech.com/solutions/products-a-to-z/tax-reporting-solutions-and-services
Are you communicating properly with LPs? New digital technologies are transforming the ways investors are interacting with your fund data – and are, in turn, raising investors’ expectations. Hear expert commentary and actionable insights on advancements on fund reporting, investor portals, management software and digital platforms, and other transformative investment industry technologies.
Related Links:
- https://www.intralinks.com/products/alternative-investments
- https://www.intralinks.com/insights/webinar/future-data-reporting-private-equity
- https://www.intralinks.com/sites/default/files/pdf/intralinks-future-data-reporting-pe-report-transcript.pdf
An SS&C AWD Insurance interview series
In the 11th interview of this series, SS&C’s David Turner talks with Robert Taylor, VP, Senior Corporate Counsel, Legal Ideation and Transformation at Liberty Mutual Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
• Defining legal ideation and transformation. • The tipping point for legal services. • Measuring legal transformation ROI. • Empathy: The key skill of a tech-enabled lawyer. • Unlocking success with A gratitude mindset.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the tenth interview in the series, SS&C's David Turner sits down with Jeanette Ward, Chief Operating Officer, Texas Mutual Insurance Company, to uncover the top takeaways across a variety of insurance-related topics, including:
• The technical department anchor. • Navigating digital priorities to drive efficiency. • Innovation and diversity of thought: the next insurance frontier. • Data: the new gold. • Customer responsiveness: the key to success.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the ninth interview of this series, SS&C’s David Turner talks with Ian Thompson, Group Chief Claims Officer, Zurich Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
• Balancing automation with human support. • The customer opportunity for digital claims. • The case for process automation. • Skill shift: automation and the future of work. • The opportunity for AI in claims.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance video interview series
In the seventh interview of this series, SS&C’s David Turner talks with Dan Lopez, Vice President, Digital Service Solutions Efficiency, Aflac, to uncover the top takeaways across a variety of insurance-related topics, including:
• Making process more intelligent with RPA & analytics. • Enhancing the agent experience through data. • Enhancing the customer experience with technology. • Reimagining the digital experience. • How to make insurance “easier.”
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the eighth interview of this series, SS&C’s David Turner talks with Lori Pon, Director, Claim Transformation & Claim Service Center, The Auto Club Group, to uncover the top takeaways across a variety of insurance-related topics, including:
• Digital interactions: customer choice is key. • Accelerating innovation during the pandemic. • Claims change management: what’s working. • Leveraging AI and data to enhance the customer experience. • Making “virtual” work. • Leveraging partnerships to add new capabilities.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the sixth interview of this series, SS&C’s David Turner sits down with Laura Zoltan, Vice President, Financial Institutions and Private Equity Industries Practice Lead, Arch Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
• The challenge of finding large tower capacity. • Maintaining transparency with virtual underwriting. • AI & predictive analytics: the future of underwriting. • APIs: the future of small business insurance. • Promoting cross-functional collaboration during a pandemic
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the fifth interview of the series, SS&C’s David Turner sits down with Lance Ondrej, EVP and Chief Claims Officer at Germania Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
• Overcoming legacy technology obstacles. • Balancing automation with human interaction. • Leveraging technology and partnerships. • Optimizing claims in the digital age. • Triaging claims to reduce cycle time.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
In the fourth interview of the series, SS&C’s David Turner sits down with Greg Tacchetti, SVP & Chief Information and Strategy Officer, at State Auto, to uncover the top takeaways across a variety of insurance-related topics, including:
• Rethinking the insurance transaction with modern technology. • Business value: the ROI of digital transformation. • Navigating transformation priorities and tech debt. • Insurance’s biggest unsolved challenge. • Understanding risk through data. • The future of work: Is 9-to-5 extinct?
Links mentioned in this episode:
- https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series.
In the third interview of the series, SS&C’s David Turner sits down with Shannon Harjer, VP, Personal Lines Claims at Founders Insurance, to uncover the top takeaways across a variety of insurance-related topics, including:
• The top challenge to digital transformation. • The technology adoption strategy that’s working. • Staying connected in the work-from-home world. • Overcoming insurer legacy overhang. • Rethinking internal processes to drive insurer efficiency.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series.
In the second in the series, SS&C’s David Turner sits down with Prashant Nema, EVP & Global CIO at Arch Capital Group, to uncover the top takeaways across a variety of insurance-related topics, including:
• The 3 pillars of digital transformation success. • Digital transformation—why agility matters. • Driving insurer efficiency with automation. • Measuring digital transformation success.
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
An SS&C AWD Insurance interview series
In the first in the series, SS&C’s David Turner sits down with Mach Millett, Chief Innovation Officer at Marsh & McLennan, to uncover the top takeaways across a variety of insurance-related topics, including:
• How to fill insurance coverage gaps through innovation • Claims mistakes companies must avoid • How to achieve balance between automation and human support
Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/awd
Recently Intralinks and Institutional Asset Manager brought together a panel of DCM investment professionals for a lively discussion on the outlook for various DCM segments and factors impacting performance and appeal.
Listen to this podcast for insights into where opportunity and yield may be uncovered amid an expected landscape of volatility, loan defaults, tighter liquidity, regulatory risk and evolving geopolitics. Topics include:
- Changes to allocations given 2020 events and 2021 expectations
- Macro factors affecting DCM investing strategies
- Technology considerations amid remote dealmaking and due diligence
- The growing role of direct lending and private credit
Related links:
- Download the survey: https://www.intralinks.com/insights/publication/2021-dcm-investor-survey
- Watch the webinar: https://www.intralinks.com/insights/webinar/what-lies-ahead-debt-capital-markets-2021
- Learn more: https://www.intralinks.com/products/banking-securities
With opportunities developing due to the 2020 market turmoil, what are investors expecting to see in 2021? What are the best property types and strategies to expand in real estate allocations next year? Listen to Elizabeth Lim, Marc Ganzi, Gary Garrabrant, and Jeff Giller in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As fixed income continues to underperform, investors and managers have found new ways to create value in these markets. How have these strategies evolved in the past five years? What will happen in 2021 and beyond? Listen to Turner Hopkins, Chris Taylor, John Kline, Marcelo Martins, and Bruce Richards in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
Overview provided by SS&C Intralinks on the new InvestorVision data. Listen to Noreen Crowe and Paul Loefstedt in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments/investorvision https://www.intralinks.com/insights/webinar/alts-summit-2020/investorvision
Conducting due diligence was changing before 2021, but how challenging has it been in 2020? How have managers and allocators adapted to interact with each other, through the new normal imposed by COVID-19? Will these changes remain after 2021? Listen to Tracy Moors, Angela Miller-May, Mitchell Clayton, and Joe Patellaro in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As we enter the new world after COVID-19 in 2021, will secondary markets become more prevalent for allocators? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Mark Nafash, Tom Tull, Santiago Ulloa, and Veena Isaac in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As we enter the new world after COVID-19 in 2021, what are the expectations for the industry in emerging markets? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Luiz Gonzaga Machado, Laura Vila, Sandro Salsano, and Pedro Sirotsky Melzer in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
With the world providing investment opportunities regardless of geography, how are investors looking at Latin America? Does it provide similar opportunities as in 2009? Listen to Andres Santas, Abdiel Santiago, Amaury Bier, Alessandro Monteiro Morgado Horta in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Daphne de Vogue, Davide Deagostino, Garvan McCarthy, Gerald Moser, Managing Director, and Bernard De Backer in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
With the challenges by COVID-19, what new strategies have managers developed? From initial steps to fundraising, how have managers adapted to the new normal? Listen to Kamran Anwar, Emily Kulback, J. David Enriquez, Alisa Wood, and Thomas C. Franco in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
ESG has been an important part of several European investors’ asset allocation strategy in the last 10 years. How are they implementing this within their alternative investments? Has COVID-19 changed this strategy at all? Listen to Kim Jackson, Fahad Kamal, Justin DeAngelis, Cara Williams, and Nicole Kenny in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Justin Sycamore, Rick Lacaille, Vincent Manuel, and Burkhard Varnholt in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Adrian Wong, Dong Hun Jang, Benjamin Rudd, and Stuart Schonberger in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
Contrary to established belief, several investors were still hesitant to invest in emerging managers a few years ago. How has this changed, and will it continue to evolve in 2021? Listen to Diane Teo, Maria Guo, Michael Watson, Maninder Saluja, and Vish Ramaswami in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
As we enter the new world after COVID-19 in 2021, what are the expectations for the industry? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Alan Chu, Jason Cheng, Neil Stanford, and Robert Petty in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
After an extremely challenging year, how will the alternatives industry evolve? How will the private equity shake-up play out? What will 2021 bring, and how can we improve performance in the future. Listen to Bill Stone, Stephen Liesman, David M. Rubenstein, Orlando Bravo, and Sam Zell in this keynote closing conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.
Learn more: https://www.intralinks.com/products/alternative-investments
Successfully managing risk is becoming more complex. Financial institutions are faced with evolving regulatory challenges, heightened competition, more types and sources of data to analyse and new risk types, all in a low growth environment. However with challenge comes opportunity and with fast, sophisticated insights firms can manage complex risks and seize competitive advantage. This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. In this final episode Neil Dodgson, vice-president, product management at SS&C Algorithmics, looks at the development of high-performance risk analytics from the perspective of usability and the user experience.
Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.
Successfully managing risk is becoming more complex. Financial institutions are faced with evolving regulatory challenges, heightened competition, more types and sources of data to analyse and new risk types, all in a low growth environment. However with challenge comes opportunity and with fast, sophisticated insights firms can manage complex risks and seize competitive advantage.
This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. In this second episode Curt Burmeister, chief technology officer at SS&C Algorithmics discusses risk analytics accessibility and the opportunity afforded by the cloud.
Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.
Successfully managing risk is becoming more complex. Financial institutions are faced with evolving regulatory challenges, heightened competition, more types and sources of data to analyse and new risk types, all in a low growth environment. However with challenge comes opportunity and with fast, sophisticated insights firms can manage complex risks and seize competitive advantage.
This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. Neil Dodgson explains how high-performance risk analytics can be deployed in pursuit of business gains and reveals some of the real-world applications currently in play.
Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.
In this podcast, Intralinks is joined by Private Equity Wire and industry experts to explore:
- Key benefits and challenges accompany the virtual process
- New technologies enabling PE firms with the transition to digital diligence
- How are PE groups themselves responding to investor ODD requests during this period to ensure they are meeting expectations
- What questions should COOs and CFOs be asking as they look to embrace virtual ODD?
- Will the practice remain in place, once the COVID-19 cloud has moved off?
Learn more at https://www.intralinks.com/products/alternative-investments/fundraising
In this podcast, Intralinks gathered a group of fund managers and PE professionals to highlight digital innovations that are driving better GP-LP relationships. They discussed:
- What does good reporting look like with respect to portfolio performance?
- Technology solutions for streamlining data management and improving ESG reporting
- What are LPs looking for from their GPs and how has this changed in recent years?
Learn more at https://www.intralinks.com/products/alternative-investments/investorvision
In this podcast, the team at Private Equity Wire will be joined by SS&C Intralinks and industry experts to explore the variety of asset-raising channels that are available to private equity managers in this new era. Topics include placement agents, technology solutions such as data rooms & CRM, and in-house marketing via roadshows. Further questions discussed are:
- How can middle market managers compete as LPs choose tore-up with a smaller, concentrated number of trusted, often large-cap PE firms?
- Is it taking longer for PE Managers, on average, to reach their AUM targets, and if so, how might they overcome these time pressures?
- Is it getting harder to put fund capital (dry powder) to work, as the size of PE industry AUM continues to grow?
- What are some of the best tactics/best practices managers ought to be thinking about, when fundraising in 2020?
- Finally, is ESG likely to play a factor in drawing LP capital over the next 12 months?
Learn more at https://www.intralinks.com/products/alternative-investments/fundraising.
This podcast is a lively discussion among PE secondaries experts on the storm of market factors precipitating rapid change among this asset class. Topics include:
- Market factors that are driving seller sentiment
- Portfolio theory and GP culling
- Premium/discount-to-NAV trends
- Top tips for due diligence and analysis
- Are there distressed opportunities?
Learn more about Intralinks' offering for Alternative Investments.
The requirement for financial institutions to transition away from the London Interbank Offering Rate (LIBOR) by the end of 2021 presents significant strategic and operational challenges, with both financial and business implications. Listen to this podcast to learn more about the impact of these challenges on institutions across the buy and sell side, specifically in the area of risk management and how we are helping our clients address them.
Links mentioned in this episode:
- SS&C LIBOR Transition Resource Center
- LIBOR Transition Infographic