Streamlining cross-industry communications: broker onboarding case study

Feb 04, 2020

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:

Agenda

1:30pm - 2pm - Arrive/Registration/Networking 

2pm - 3pm Panel session with the format of:

  • Introduce panel and Forum theme - Streamlining cross-industry communications: broker onboarding case study.
  • Symphony - 5 minutes high-level demo: What is it? What for? Community user to date.
  • Panel discussion - BNP Sell-Side, Franklin Templeton Investments, Aberdeen Standard Investments and Symphony

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?

  • Broker representation on panel: their views on their internal communication complexities.
  • How Symphony can be leveraged to help in the onboarding space- examples of easy wins via chat-rooms or slightly more complex integration with partners like IHS Markit counterparty manager; or building your own bot: Blackrock/Standard Chartered bot

Break @ 3pm

3.15pm - 4:30pm Panel and attendees participation forum

  • Panel's thoughts around need for digitalisation to help streamlining all market processes and especially meeting ever growing Regulatory Requirements and deadlines (ref to upcoming CSDR, SFTR, general Regulatory Outreach)
  • Opening to participants on their thoughts on current challenges and how they see digitalisation facilitate their current cumbersome processes
  • Forum wrap-up

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.

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