AI Behind the Scenes: Advancing Back-Office Operations
Includes a Live Web Event on 03/26/2025 at 1:00 PM (EDT)
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Artificial Intelligence (AI) is revolutionizing back-office operations, enhancing efficiency, accuracy, and scalability in ways previously unimaginable. This webinar will explore actionable and realistic AI-driven strategies that streamline data processing, improve risk management, and optimize operational workflows. Our expert panel will delve into real-world use cases, providing valuable insights into how AI is reshaping the back office and driving business transformation.
Join us for an engaging discussion on the practical applications of AI and discover how your organization can leverage these advancements for sustained operational excellence.
Learning Outcomes:
By the end of this webinar, participants will be able to:
- Understand AI Use Cases: Understand how AI is currently impacting back-office operations and its evolving role in financial services.
- Enhance Operational Efficiencies: Learn how to leverage AI to improve speed, accuracy, and cost-efficiency in daily operations.
- Plan for Scalability: Gain insights into building an AI-powered, future-proof operating model for sustained growth in investment management.
Target Audience:
The target audience for the webinar includes:
Financial Services Professionals, Operations and Back-Office Teams, Compliance and Risk Management Professionals, Technology and Innovation Leaders, Fund Administration and Custodian Bank Professionals, C-Suite and Decision-Makers, AI and Data Science Experts in Financial Services, CPAs and Other CPE Credit Seekers
This program is co-hosted by GFT.
CPE Credits Redeemable with NASBA
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Information Technology – Technical
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CE Credits Redeemable with Investments & Wealth Institute™ (IWI)
Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.
To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.
The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.
CPEs Earned: 1
Continuing Education Topic: Wealth Management: Risk Management and Asset Protection
Program Format: Live Webinar
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org
Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy
Eugene Klechevsky (Moderator)
Client Unit Director, GFT
Eugene Klechevsky is a Client Unit Director for Asset Management at GFT. With over 20 years of experience, Eugene specializes in account management for private equity clients, building and maintaining key relationships and ensuring alignment with client needs. He manages partnerships and guides clients through complex fund structures, reporting and data challenges using platforms like LemonEdge, Investran, Dynamo and Salesforce. Supported by a global team of over 12,000 experts, Eugene ensures seamless delivery of solutions such as automation, integration, reporting by leveraging both onshore and nearshore resources for optimal client outcomes.
Brian Gauvain
Director Fund Services Product, Citi
Brian joined Citi in September 2022 as a Director within the Fund Services Operations Team. Brian brings over 25 years of Fund Services, ETF industry and market experience. Brian is responsible for Global Fund Accounting Operations and ETF Services. Brian is also responsible for driving improvements around the global accounting model.
He joins from J.P. Morgan where he was the Global Head of ETF Services and US Accounting. Brian in his past roles focused on improving the accounting and ETF products with the growing industry, optimizing/improving daily operations and building scale within the daily fund services model.
Brian earned a B.S. in finance at Salem State University.
Christoph Krey
Global Client Service Executive Director, JP Morgan
Christoph Krey is an Executive Director at JPMorgan Chase, specializing in Global Client Service & Solutions with over 19 years of experience in financial services. He oversees global asset manager relationships across all products and services within the Securities Services department. His primary responsibilities include ensuring client satisfaction with JPMorgan Chase as a trusted strategic partner, driving continuous improvement, consulting on industry standards versus bespoke methods, and providing scalable, cost-effective solutions. Christoph has managed teams in Operations, Technology, Product, and Client Service. Before joining JPMorgan Chase, he worked at Brown Brothers Harriman.
Kaushal Vinodchandra
Chief Architect Officer, GFT Technologies
Kaushal is the Chief Architect for GFT Americas. He has over 28 years in building solutions across the U.S., E.U. and Latin America for Banks and Capital Markets. Kaushal co-founded Sophos Solutions, a leader in financial technology solutions in Latin America, where it was recently
acquired by GFT. He is a graduate of NIIT and GMP Harvard Business School. Kaushal co-founded many other startups such as Deepmoney.ai and Brain.studio, advises to multiple Fintechs, is a board member of Technology and Fintech companies PTM Commercial Card and ITR Machines. He is a leading expert in emerging Computational Neuroscience field and focused on a mission to build next generation of intelligent machines.
Mike Srdanovic
Chief AI Architect, Northern Trust
Mike is the Chief AI Architect for Northern Trust focused on Data Science and Emerging Technologies. His role encompasses working with Business executives and leader to promote innovation and digital transformation encompassing AI and other emerging technologies as well as setting standards, patterns and tools selection for the bank.
Mike has been with Northern Trust for over 20 years in various leadership roles. Prior to joining Northern Trust he participated in several software startups. He received his BSEE undergraduate degree from Lakehead university and his MSEE graduate degree from the University of Windsor.
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