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Solid Relationships: Investment Managers and Service Providers Using Collaboration to Build Reliable
Middle-Office Outsourcing Models
In the last several years, middle-office outsourcing has become an important consideration for investment managers as they evaluate their current business models and renew their focus on core competencies. When used effectively, middle-office outsourcing can generate additional efficiencies and savings, provide more predictable cost structures and help increase speed to market for new products.
Who is Helping Your Shareholders? Teaming with the Right Business for Your Fund Company's Call Center Services.
Since the creation of the customer call center in the 1950's, customer call centers have continually evolved, primarily through the development of new technologies and process impvements alone. In the financial services industry, mutual fund companies have been at the forefront of managing this critical touch point for their shareholders and distributors.
Outsourcing models have changed markedly from the one-size-fits all lift out approach to the greater flexibility provided by a more componentised approach. Looking ahead, Lou Maiuri, global head, outsourcing, BNY Mellon Asset Servicing, and chairman of Eagle Investment Systems, says middle-office outsourcing is the lynchpin to the next generation operating model. This article was first published in the Financial-i 2010 Global Transaction Banking Handbook on Securities & Asset Servicing.
The bear market of 2009 saw asset managers focus on operational excellence and business resilience. That means they need to excel at back-and-middle-office activities. Peter Keaveney of BNY Mellon Asset Servicing says the most effective way of doing this is to partner with a provider that acts as an extension of their organisation. This article was first published in the Financial-i Securities & Asset Servicing Handbook 2011.
The move to middle-office outsourcing is gathering speed. Louis Maiuri, Global Head of Outsourcing at BNY Mellon, discusses what investment managers need to consider before making the change.
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