Automation Adoption: What We're Learning

Recorded On: 05/20/2020

Automation can be a vital component of streamlined, efficient front- to back-office processes. Join our panel of expertsrepresenting technology, fund admin, and operations perspectivesas they explore lessons learned during the global pandemic environment, as well as how to identify and embrace your team’s automation capabilities.
Learning Objectives:

  • Lessons learned during the 2020 global pandemic
  • Evolving technology systems and infrastructure
  • Incorporating automation into enterprise culture

Who should attend: technology leaders, fund administration professionals, operations executives, distribution and TA professionals

Chuck Gallant (Moderator)

Director, BNY Mellon

Chuck Gallant serves as a Director in our Asset Servicing Digital Solutions team. With over 30 years of experience in investment servicing technology and product development, he is responsible for managing the advanced digital capabilities for many of our strategic product offerings, including our web / mobile self-service technologies, fraud prevention, process optimization and automation, and data analytics tools. Chuck has served as Chief Information and Technology Officer in former roles and has held numerous strategic business and technology positions in the areas of digital transformation, portal development, data analytics and delivery, business process automation, and other customer-facing technologies. 

Chuck earned his Bachelor of Science degree in Business Administration & Management Information Systems from the University of Massachusetts at Lowell and holds a Master’s degree in Computer Information Systems from Boston University. Chuck is also a co-chair for the NICSA Technology and Innovation Committee.

Andy Schlueter

VP - Head of Mutual Fund Operations, Voya

Years of industry experience: 23 ; Years with firm: 16

Andy has over 23 years’ experience in the Financial Services industry, focusing on Operations and Transfer Agency. At Voya Investment

Management, Andy and his team are responsible for the day to day operations of the Retail Funds, 529 Plans and Institutional Businesses, including

trading, agreements and commissions, back office interactions and overall Transfer Agency responsibility.

Prior to joining Voya Investment Management in 2004 (and for over 5 years), Andy managed the Voya (then ING Funds) relationship at DST Systems.

Jack Carnes

Managing Director, State Street

Jack is a Managing Director in State Street’s Global Product Organization. He is the global Product Owner of Financial Reporting and is responsible for product commercialization, technology strategy and deployment, and execution against product roadmaps.

He has over 25 years of industry experience, 15 of which have been at State Street. Prior to joining State Street, Jack held a variety of operational and project management roles and DWS and IBT.


05/20/2020 at 1:00 PM (EDT)   |  60 minutes
05/20/2020 at 1:00 PM (EDT)   |  60 minutes