In Conversation with Philip Lawson, Atrium Investment Management

Philip Lawson, Head of Investment Operations and Data at Atrium Investment Management, joins Deanna Vincent, Head of Transfer Agency Australia at SS&C, to discuss how investor experience is evolving. Key topics include:

  • Data transparency is building stronger investor confidence.
  • Gaps in investor expectations and experiences in a modern TA.
  • Technology and automation creating seamless journeys.

Discover how investor experiences can shape the future of Transfer Agency. Watch the full interview now.