FundGuard

As many of us prepare to celebrate Thanksgiving with family and friends tomorrow, we’d like to take a moment today to extend a warm note of gratitude to our global community of clients and colleagues. We thank our talented team of FundGuardians for bringing your curiosity and dedication to the table every day. And we are grateful to our clients and partners for the opportunity to grow, innovate, and transform the industry alongside you. Here’s to the power of collaboration! Happy Thanksgiving to all who celebrate.

How can firms assess their operational readiness for AI? Lior Graf, FundGuard's resident AI expert, has shared some key questions that asset managers and their service providers might consider to guide their process: https://hubs.ly/Q02ZC4ZG0 #AI #machinelearning #datamanagement #assetmanagers #assetservicers #investmentaccounting #technologytransformation #nocloudwashing #discoverpossible #poweredbyfundguard

Many thanks to Expect Miracles Foundation - Financial Services Against Cancer for a lovely evening of industry inspiration and camraderie at the annual Expect Miracles in Boston event last week. Several of our Boston FundGuardians were there to join in the spirit of the evening and had a wonderful time catching up with local #finserv colleagues old and new. Please visit https://lnkd.in/evFUQkfA to learn how you can support EMF's life-saving mission.

Pleased to announce we've been shortlisted for the Technology Innovation Award in the upcoming 2025 Fund Intelligence Operations & Services Awards. Congratulations to all of the nominees and thanks to With Intelligence for the recognition! ??

Many thanks to today's Copenhagen roundtable participants for an insightful afternoon of thoughtful insights and idea sharing. We look forward to continuing the conversation.

In an industry where agility and scalability define success, why are so many firms still stuck managing legacy systems? In his recent video interview with Funds Europe's Nick Fitzpatrick, FundGuard President, John Lehner, explores how the cloud isn’t just a technology shift—it’s a game-changer for operational resilience and industry collaboration. From seamless scalability to collective problem-solving, forward-thinking firms are leveraging the cloud to not only survive but thrive in our ever-evolving industry. ??Read our summary of John's insights: https://hubs.ly/Q02YTnnt0 ?Watch John's video interview with Nick Fitzpatrick https://lnkd.in/eWrCJxk5

Vi er her! Team FundGuard has arrived in Copenhagen for today's joint roundtable, Shaping the Future of Nordic Investment Management in an Age of Hyperinnovation. We look forward to an afternoon of engaging dialogue as we explore the transformative opportunities and challenges facing the local and global investment management industry. Many thanks to Alpha FMC and Fencore for their collaboration, and to our participants from Nykredit for generously allowing us to host the discussion at their lovely office space.

Headed to Expect Miracles in Boston tonight? FundGuard's Boston contingent will be there, including Greg Farrington, John Reilly, Ramesh Chilukuri, Greg Brown, Melissa Monahan, James Swiatkowski, Robbie Cole and special guest from sunny Naples, FL: Kirk Littleton. Please follow the link below to bid on tonight's silent auction and learn more about Expect Miracles Foundation - Financial Services Against Cancer and their life-saving mission. ??

??This week's featured FundGuardian is Amir Dehestani, pre-sales director, cross-continent experience collector and well-honed listener. Get to know Amir! ?? ??Role and Location Pre-Sales Director, Austin, TX ??Contribution to the FundGuard customer experience? During my career I have had the privilege of learning from the investment management community through interactions spanning six continents. By leaning on this experience and listening closely to our prospective clients, I am able to clearly connect the dots on how FundGuard can address their business challenges. ??Top perk of working at FundGuard? Being part of a company that knows how to deliver. I continually get blown away by how quickly “production grade” enhancements get delivered. Something that would typically take 12-18 months to be built with legacy accounting systems now gets churned out in weeks - a nod to FundGuard being born in a modern tech stack, and an even bigger nod to my experienced R&D colleagues who know what it takes to do it right the first time. ???Desert island "must have?" Please see “Favorite Emoji” below… -Favorite emoji? ?? Come work with Amir! Check out all the open roles in our Boston, London and Tel Aviv offices: https://hubs.ly/Q02Yg9xt0 #meetthefundguardians #customersuccess #fundguardcareers #fundguardjobs #fundguardlife #comeworkwithus #poweredbyfundguard

Excited to co-host our first Boston roundtable tomorrow. Backed by research from Alpha FMC, our gathering of local technology and ops execs from the Boston asset management community will discuss and debate technology transformation as a lever for operational efficiency. We look forward to an insightful and collaborative morning. Forgot to register? We'd be happy to save you a seat if you're able to register by 5pm today. Sign up via the registration link in bio or get in touch with Greg Farrington, Kirk Littleton or Erika Schwartz Alter. Not attending? No problem. Watch this space for a summary of useful takeaways in the week ahead.