It’s Time to Put Back-Office at the Forefront

Innovation and advancements in the investment industry are often accompanied by regulatory or technical challenges (or both!). In the age of T+1, Total Cost Reporting and product innovation, we have learned that having streamlined and efficient back-office operations are vital to successful business performance, greater efficiency and better customer service. But updating back-office systems to meet the demands of a rapidly changing business landscape can be challenging and time-consuming. How can you be sure you are getting it right?

Invité

John Carinci
SVP & Head – Global Operations
RBC Gestion de Patrimoine

Christine Rodrigues
SVP & COO
National Bank Independent Network

Joanna Simon
National Head – Markets
UBS Wealth Management

David Tasker
SVP
Raymond James Correspondent Services
 

Modérateur

 
Scott Wilkinson
Head – Canada Business Development
Broadridge

Hôtesse

Canadian Forum for Financial Markets (CFFiM)

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