Change Management in the Capital Markets: How to Future-Proof Your Firm with the Power of Industry-Specific Tech

Oct 8, 2020
1 - 2 PM

You’ve reached your breaking point: You can’t deal with your firm’s existing workflows and processes for one more nanosecond. Even though everyone knows it’s a broken system and much of the firm’s data is obsolete, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to speak with the boss and demand action.

Technology transformation has challenged many before you. Overhauling a firm’s CRM or internal operating systems is no picnic — especially in the capital markets. There’s also no magic pill that cures deep-rooted organizational resistance. Before you embark on that fateful march to the corner office, take a deep breath and think through your game plan.

In this webinar, we’ll hear from Alina Cheung, Director of Business Strategy and Development, at Oppenheimer & Co. Inc. and Tony Hill, VP of Business Development at Trivest about change management best practices in the capital markets and what you can do to help your firm be more successfully and operationally efficient.

At the end of this webinar, attendees will be able to

  • Gain Productivity and efficiency
  • Understanding the importance of articulating a persuasive case for a better and more modern technology stack Insert objective
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Maureen Leuenberger
Director, Account Management
Tony Hill
VP of Business Development
Alina Cheung
Director of Business Strategy and Development

Time & Date

Oct 8, 2020
1 - 2 PM

Schedule a Demo