In the past, transfer agents were slow to react to advances in technology. However, a range of factors – from the ubiquity of online banking and e-commerce to a younger pool of investors, and most recently the pandemic – has tilted the playing field. Fund administrators and transfer agents are embracing changes such as investor portals and data analytics in an evolution that is expected to continue.
Linedata’s Justin Hayes joins other industry experts in a panel discussion hosted by Asset Servicing Times.