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How will transfer agency continue to be relevant in the current age of disruption?
Journal of Securities Operations & Custody,
10
(2),
184-189
(2018)
Abstract
This paper discusses the challenges within the transfer agency and how with the advent of new and exciting technology, a forward-thinking transfer agent can survive and grow. Change is happening across the financial services space, and the customary transfer agency stance of delaying is not an option if it wants to remain relevant in the age of disruption.
Keywords: Europe; transfer agency; investor servicing; technology; Blockchain; big data; 3.0; asset management; fund administration
The full article is available to subscribers to the journal.
Author's Biography
Richard Clarkson is the Principal Solution Consultant for Oracle concentrating on the FLEXCUBE Investor Servicing Transfer Agency solution for EMEA. He has over 18 years’ experience in transfer agency, working across multiple product lines in operations, technology and sales.
