Meredith Moss Automates the Investor Experience
Operational Leaders · Terrance J. O'Malley
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Show Notes
There has to be a better way to invest in alternative funds. Meredith Moss and her team at Finomial have found one. Meredith has been leading Finomial as CEO since its start in 2011. The company has created a client lifecycle management platform enabling digital client onboarding for investors and their fund managers and administrators.
In this episode, Meredith explains the persistent problem with a paper-based system for completing investor subscription documents and why it has been such an industry challenge to automate the process. She also talks about how regulation and compliance requirements drive automation developments at Finomial. In addition, Meredith tells why her firm embraces each manager's unique set of forms rather than trying to create an unrealistic standardized set of forms.
To learn more about Meredith and Finomial, please visit the company's website.