Elizabeth Schneider

Elizabeth Schneider has worked with institutional asset management and asset servicing firms throughout her 15 year career. Her work has focused on a broad set of initiatives ranging from business and operational strategy designs, business transformation architectures, service agent selections, operational assessments, to investment data warehousing, investment system development and outsourcing analysis.

Author's Posts

Client Onboarding - Turning a new leaf

Posted by: Elizabeth Schneider | July 23, 2014

Over the past decade, programs to onboard institutional clients’ middle office operations to a service agent have seen visible progress. A typical program in 2010 might have run for 2-3 years but today it is done in much tighter timeframes of 6-12 months.

Client Onboarding - Ways to adapt

Posted by: Elizabeth Schneider | June 30, 2014

In my earlier blog I spoke of client onboarding, how it has changed over the last few years and how standardization of service offerings is partially responsible for this progress. In this blog I will highlight what service agents and investment managers can do to navigate the existing challenges and make onboarding easier.

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Elizabeth Schneider

Author's Posts

Client Onboarding - Turning a new leaf

Client Onboarding - Ways to adapt

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