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Advancing Sustainable Strategies for Enhancing Cost of Income (COI) Efficiency

  19 June 2024  |  4:30 PM

  Shangri-La The Shard, London

JOIN US THIS JUNE

Join us for an engaging and informative roundtable discussion where industry leaders will explore three critical topics aimed at achieving cost optimisation:
 

  1. Enhancing Transparency in Cost of Income
    Delve into strategies for enhancing transparency in various fee categories such as BC&E, agent bank, and custody fees. Explore how trade data analytics can provide insights into volumes, fees, effective rates, and identify optimisation opportunities. Gain a deeper understanding of key cost drivers and optimise pricing strategies.
     

  2. Harnessing Generative AI for Fee and Volume Analytics
    Explore the transformative potential of generative AI in reviewing fee and volume analytics. Gain insights into trends and patterns of cost changes. We will discuss methods for developing a summarised storyline to explain fee changes period-over-period in a clear and concise manner - enabling COI owners to effectively communicate findings and recommendations.
     

  3. Navigating Cloud Strategy Alignment with Cost Optimisation Goal
    Discuss challenges and opportunities in managing cloud costs amidst increasing demand for cloud services. Explore effective methods for monitoring and controlling cloud spending, best practices and tools for cloud cost optimisation, and strategies for leveraging the benefits while mitigating risks.
     

Join us as we explore these topics and share strategies for advancing cost optimisation and efficiency in the COI landscape.

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EVENT AGENDA

4:30 pm

Welcome and Introductions  |  Connect Global Group

4:35 pm

Let's set the Scene  |  Session Moderator

4:45 pm

Open discussion  |  Live discussion and interaction between roundtable attendees and panelists

6:00 pm

Networking dinner

8:00 pm

Closing remarks  |  Connect Global Group

Agenda
forum panel

THE FORUM PANEL

To be  announced

unique format

OUR UNIQUE FORMAT

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WHAT BETTER NETWORKING OPPORTUNITY THAN A FIVE-STAR DINNER, SERVED WITH A BOTTOMLESS SUPPLY OF DELICIOUS BEVERAGES. DELEGATES CAN EXPECT EXCEPTIONAL SERVICE AND ATTENTION.

FIVE-STAR DINNER

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PANEL DISCUSSIONS

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TAKE THE OPPORTUNITY TO ASK QUESTIONS ANONYMOUSLY OR OPENLY USING OUR QUESTION APP. RAISE QUESTIONS, TAKE PART IN LIVE POLLS AND UPVOTE YOUR FAVOURITE QUESTIONS.

LIVE ANONYMOUS QUESTIONS DURING SESSIONS

THE SOLUTION PRESENTATION

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WHEN ALL IS SAID AND DONE, DELEGATES WILL HAVE THE OPPORTUNITY TO NETWORK, EXCHANGE BUSINESS CARDS AND ARRANGE FOLLOW UP MEETINGS.

NETWORKING & BUSINESS CARD EXCHANGE

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ALL DELEGATES WILL HAVE COMPLEMENTARY ACCESS TO FOLLOW UP WEBINARS.

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COMPLIMENTARY POST EVENT WEBINAR

SMARTSTREAM EXECUTIVE ROUNDTABLE REGISTRATION

Registration is subject to a qualification process and approval. Please complete the form below and we will be in touch to confirm your access.

Thank you for your interest!

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