Twenty years ago, email was coming into its own as a simple and effective solution for counterparty communications important information to large groups of people – a significant technological upgrade to faxes. For the fund industry, this has long been the standard for disseminating important information about products to the firms who distribute and service them. As the years went on, the industry has clung to the email based system ever since, despite the industry growing and becoming more complex. Read more
David is a Vice President of Client Relationship Management at Delta Data. Prior to Delta Data he has logged over 20 years in the mutual fund operations and transfer agency industry. Connect with David on LinkedIn.