Event name: The Summit for Asset Management Tech Show
Date: 8-10 December 2020
Venue: Online Event with Virtual Networking
Reimagining Cash Operations for the Asset & Wealth Industry
Stream: Investment Operations
Date: 10 December 2020 at 14:45 (GMT)
Post-Event Discussion Group: 10 December 2020 at 15:05 (GMT)
Followed by an online post-event discussion group, our feature presentation – Reimagining Cash Operations for the Asset & Wealth Industry – sees James McGivern, Cashfac’s Head of Non-Bank Financial Institutions, show a better way to manage cash flowing through bank accounts than the classic cash operating model of processing cash, logging it in a set of transaction or accounting records and reconciling the bank to these records at regular intervals.
Join our presentation to understand how recent developments in the banking industry, particularly Open Banking – can be harnessed to allow transfer agents to take a more active approach to the management and control of client money. See how Asset Managers, Wealth Managers and Transfer Agents can achieve the highest levels of operational efficiency, customer service, risk control and CASS compliance using our platform.
Register to Attend
If you would like to attend the event please register here using for a complimentary pass (buy-side only). Until then, for more information or a discussion on how we can help your asset management firm, please fill out the short form below.