WEBINAR: Transforming Post-Trade Operations Through Streamlined Business Processes


Now Available On Demand

Hosted by:
Renee Caruthers,

From trade exceptions, to master data management, to the on-boarding of new clients, many of the most intractable challenges in finance share common underlying issues. Aging, inflexible infrastructures can limit the ability of different systems to talk to each other, share data effectively, and adapt to business process changes. Additionally, commercial off-the-shelf business processes solutions have their own challenges. This Webinar examines real-world techniques to improve efficiency in some of the finance industry's most complex processes.


This webinar will explore:

  • The stumbling blocks to efficiency in specific industry areas such as trade exception management, master data management, and the on-boarding of new clients.
  • Proven methods for improving the productivity of both IT-related and personnel-related business processes.
  • Measurements from industry practitioners on the effectiveness of business process management implementations in finance-specific scenarios.





Virgine O'Shea
Senior Analyst, Aite Group

Ms. O'Shea brings more than nine years of experience in tracking financial technology developments in the capital markets sector, with a particular focus on regulatory developments and standards. Most recently, Ms. O'Shea was managing editor of A-Team Group's flagship publication, A-Team Insight, where she covered financial technology from the front to back office, including trading technology, market data, low latency, risk management, regulatory impacts on IT, and reference data. During her time at A-Team, she was heavily involved in planning A-Team Group's risk and data management events and creating multimedia offerings, including podcasts, webinars, and video interviews.


Stephen Trowbridge
Turtle Bay Advisors

Mr. Trowbridge has over 20 years of experience as an executive and consultant in Financial Services. Throughout his career he has helped large operations and service organizations manage through significant change related to business process and technology.


Evan McDonnell
VP Industry Solutions

Evan McDonnell is Appian's Vice President of Solutions, leading the company's development of BPM capabilities for specific industry needs. Evan has an extensive background in enterprise and SaaS software. He was most recently Vice President of Marketing at CodeRyte, a provider of automated medical coding software utilizing Natural Language Processing technology. Prior to that he was Vice President of Corporate Development at Progress Software, leading growth by acquisition including the $70M purchase of NEON Systems and the $88M purchase of DataDirect Technologies, where he was a member of the management team before joining Progress. Evan holds a BS degree in Mechanical Engineering from Carnegie Mellon University and an MBA from Harvard Business School.



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