Digital Onboarding: Achieving Efficiencies and Improving the Investor Experience

July 20th, 2021  |  11 AM ET

For asset management firms today, the investor portal is often looked at as the ‘crown jewel’ within their tech and data stack. But the reality is that many of these portals do not meet the needs of end-user investors due to a lack of self-service portal capability, transparency, and visibility. 

Join Unqork and Lionpoint for an upcoming Tech Talk on how no-code technology and deep advisory experience on digital transformation join forces to help asset managers digitize the entire investor onboarding and monitoring process in a way that reduces costs, saves time, and improves outcomes.

JBalkin Headshot.jpeg

Jonathan Balkin

Co-Founder and Executive Director, Lionpoint

With more than 15 years of experience in private markets, including private equity, debt, and real estate, Jonathan saw an opportunity to co-found Lionpoint Group and deliver technology and operational efficiencies to the industry. Jonathan oversees the delivery of transformational projects and successfully manages implementations to improve data management, workflow, controls, and transparency.

Mike Tracy Headshot.jpeg

Michael Tracy

Director, Private Markets Advisory, GP, Lionpoint

Michael Tracy’s background includes extensive experience leading global operating model transformations for top private equity, hedge funds, and credit firms. As Director for Private Markets Advisory, leading the GP practice, he specializes in designing and implementing target operating models, including technology implementation, process workflow, and operational efficiencies for large investment managers across credit, private equity, and private market strategies.

paul-larkin.png

Paul Larkin

Client Partner - Financial Services, Unqork

As a Client Director in Unqork's Wealth and Asset Management practice, Paul helps Unqork's clients build new innovative digital solutions using Unqork. 

Before Unqork, Paul was managing director in the KPMG New York Investment Management consulting group, focusing on delivering transformation projects for global asset management firms. 

Before joining the consulting practice, Paul served as an audit manager in the KPMG investment management audit practice with a primary focus on real estate, private equity, and funds.

RSVP