Transforming transfer agency operations for hybrid funds

About this webinar

Hybrid semi-liquid funds are complicating the investor lifecycle and reshaping how transfer agencies must operate. This webinar explores the operational challenges, technology requirements and future opportunities that define the next era of investor servicing.

Speakers

• Cian Hyland, Solutions Leader, Investor Servicing, FIS
• Russell Andrews, Head of Wealth & Asset Management, FIS

Duration

19 minutes

What you'll learn

• How semi-liquid hybrid funds are attracting more investors with a combination of public and private assets, offering healthy returns and access to liquidity.
• Why investors appreciate efficient services and access to data throughout the investment lifecycle, from onboarding to reporting.
• What it takes to deliver more scalable and efficient transfer agency operations and manage ever-growing volumes of retail investors in semi-liquid hybrid funds.
• Where AI technologies are being used in investor servicing to help improve automation and provide greater insights.