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Investment Technology

FINBOURNE interviews Michelle Calcutt and Andrew Morrison, Aviva Investors

In this interview, Gus Sekhon, our head of product, sits down with Aviva Investors’ Michelle Calcutt and Andrew Morrison to talk all things customer experience related. Michelle heads up the client experience team at Aviva Investors and is responsible for the end-to-end client journey, the interactions they have and how to improve this. Andrew is head of client experience enablement and is focused on delivering this change. Our discussion was inspired by a recent Aviva Investors whitepaper – The CX Factor.

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Gus
FINBOURNE Interviews David Pierson OMBA
Investment Technology

FINBOURNE interviews David Pierson, Director, OMBA Advisory & Investments

In the first of our FINBOURNE interviews series, Dermot Shortt, FINBOURNE Chairman sits down with David Pierson, Director, OMBA Advisory & Investments. They discuss OMBA’s relentless focus on efficiency and automation in building a low fee scalable business which grew revenue by 670% last year, the industry challenges he sees around data quality, how OMBA is tackling the investment platform problem, and solving build versus buy.

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Dermot
Investment Technology

A tale of investment data platforms, missing functionality and project risk

Last week we held a webcast with The Trade where we did something we think is unusual: we defined an Investment Book of Record (IBOR). Not by what it is - that’s a fairly commonplace categorisation - but by what it does. Or rather, what it should do to be a relevant and productive tool in today’s landscape of systemic margin compression, increasingly exigent regulatory bodies and historic market dislocations.

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Gus
Investment Technology

Do you still need an Order Management System?

Often seen as a reliable tool that sits on every trader’s desktop, the Order Management System (OMS) has been a core part of investment operations for years. Yet we regularly talk to buy-side firms who think about retiring their OMS and replacing it with an internally built database or another tool. In this piece we look at how the concept of the OMS became popular, what problems it sought to address, how today’s complex investment environment is testing the capabilities of the OMS and the alternative solutions available.

Dipan
Investment Technology

How to calculate your true net worth?

This blog post is the fourth in a series in which I integrate all of my personal financial accounts with LUSID - our open, API-first, developer friendly investment data platform - to get a comprehensive picture of my net worth. In this post I will demonstrate the benefit of having integrated financial data from four different sources including:

  1. A Monzo Current Account
  2. A Vanguard ISA account
  3. An AMEX Credit Card
  4. An Australian Pension Fund (*this blog post)
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Mike