This session is targeted typically at Operations/Broker Onboarding Managers, IT stakeholders and broker/custodian onboarding project participants that have responsibility for/or play a role in the process of setting up pivotal pre-trading requisites.
Symphony will help facilitate a discussion on the complexities of onboarding (buy & sell side), the challenges faced with digitalisation and demonstrating how technology can be used.
Venue - Edinburgh room at Aberdeen Standard Investments, 1 George Street, Edinburgh EH2 2LL
This session, on Thursday 5th March, will run to the following agenda and timeline:
1:30pm - 2pm - Arrive/Registration/Networking
2pm - 3pm Panel session with the format of:
Focus on how onboarding today works between sell and buy-side: complexity of exchange of information and huge number of exchanges via phone/email (skype for internal use). How to track?
Break @ 3pm
3.15pm - 4:30pm Panel and attendees participation forum
4:30pm - 5pm Networking
5pm - Close
Register for this event by logging into the members section, clicking on the Events Tab and selecting the 5 March event.