Jun 24 2024


12:00 pm - 1:00 pm

Exploring Shared Service Opportunities Across Vertical Groups


My organization is looking horizontally across a number of vertical groups providing similar services for different financial products and clients. We have a Hedge Fund Services equivalent vertical, Mutual Fund, Limited Partnerships, and a few other financial products with the same siloed units, most with a global footprint within the organization.  


  • What are the opportunities for shared services and the appropriate technology solutions that can support these services across the different verticals?  
  • How can these shared services align with the company’s overall strategic goals and improve efficiency?  
  • What are the key technological requirements for implementing shared services across different verticals?  
  • What are the potential challenges and barriers to implementing shared services across different verticals?