Transfer Agency - The way ahead
Are you wondering what is the future of the Transfer Agency (TA) business? Is it feasible to make this space of asset servicing area profitable? What are the possible dimensions that could be looked at closer to support the growth and profitability as well as to keep up with the swiftly evolving technologies?
If there is a need for answers to any of the above, we would be glad to discuss and share our observations and vision backed up by the expertise and experience of our professionals.
In order to complement your TA learning experience, please check our Transfer Agent training curriculum.
Duration:
- 2h for specialists
- 1h for board members and C-suite
Language: Available in English
Number of participants: up to 15
Available as intra-company course (i.e. dedicated session on demand)
Course content can be customised on demand under specific conditions.
Objectives
By the end of this training, participants will:
- be able to identify the main forces shaping the TA industry;
- understand the current trends when it comes to the TA service offering;
- understand the principles of key modern technologies and explore how they could potentially fit in the TA landscape.
Content
- Overview of the TA models evolution with consideration of pain points and opportunities
- Main forces reshaping the TA industry:
- Rise of alternatives
- Pressure from new players: FinTechs, fund companies, etc.
- Digitalisation/new technologies with a focus on DLT
- Offshoring/outsourcing
- The future vision of service model evolution
- Deeper look at the fund distribution
- Strategic questions that should be asked to rethink the TA service model
Target audience
- Anyone responsible for strategy definition, projects and change management
- Senior executives and decision makers
