Optimizing front-, middle- and back-office workflows through managed services

 

Financial institutions across the buy and sell sides are accelerating cloud adoption and turning to managed services to simplify fragmented architectures, standardize operations and strengthen resilience. As these models mature, firms increasingly require modernization with flexibility—such as phased migrations and hybrid setups that reduce disruption to critical workflows.

A cloud- and service-based operating model offers clear benefits: faster access to new functionalities, improved performance and scalability, lower deployment and maintenance costs through a shift from capital expenditure to operating expenses, and the ability to redeploy teams to higher-value work.

Institutions also want standardized implementations, smoother upgrades and easier testing environments to keep pace with regulatory and business change. Modernization pressure continues to rise as regulatory reforms, larger data volumes, and intraday risk and analytics require strain legacy systems—raising operational risk and tech debt. At the same time, firms must strengthen security and innovate quickly, increasing reliance on trusted service providers that can close skills, tooling and process gaps.

Service-based delivery models are prompting firms to rethink fully in-house modernization by offering tighter integration of mission-critical capabilities, better data interoperability and more scalable operating models.

This webinar explores how firms can build the business case for managed services, reduce dependence on legacy platforms, and create a data and operating foundation ready for advanced analytics and artificial intelligence-driven automation.

Key discussion points:

• Identifying business processes best suited for cloud-based managed services for buy-side and sell-side firms
• Evaluating modernization strategies beyond lift and shift, including standardization versus customization and success metrics
• Overcoming common migration challenges such as fragmentation, manual processes and data silos
• Selecting the right technology partner to support resilience, compliance, continuous upgrades and AI-enabled analytics and automation.

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