Taskize at InvestOps USA 2025: The future of operations in financial services

Taskize is excited to announce our sponsorship and participation in InvestOps USA 2025, the premier conference for buy-side investment operations, scheduled for March 10-12 in Orlando. 

Contact us to book a coffee with Taskize’s CRO, James Pike and Business Development Manager Americas, Rohan Murphy at the event.

We will host a panel discussion chaired by Taskize’s Chief Revenue and Business Strategy Officer, James Pike, on “The Future of Operations in Financial Services,” featuring three industry leaders: 

• Michele Pitts, Managing Director of Custody Product Management at Citi 

• Laura Jacques, Trade Operations Vice President at Fidelity Investments 

• Lou Rosato, Managing Director of Investment Operations at BlackRock 

Location: JW Marriot Grand Lakes, Orlando 

Register: here 

Taskize panel: Monday, 10 March, 12:40  

Our panel will explore three critical topics shaping the financial services operations landscape: 

1. Operational capacity 

• Maximising efficiency with limited resources: Exploring strategies and tools that enable firms to enhance productivity amidst resource constraints 

• Quantifying operational capacity: Discussing methodologies to measure and assess operational efficiency effectively 

• Navigating cost pressures: Identifying approaches to manage and mitigate financial challenges in operations 

2. Evolving financial services landscape 

• Adapting to complex asset classes: Addressing the operational challenges posed by opaque and intricate asset types and their impact on service models 

• Enhancing precision and transparency: Emphasising the need for clarity in managing operational workloads 

• Workforce development: Strategies for training and retaining a less experienced workforce in a dynamic environment 

• Process fragmentation in investment management: Tackling the issues arising from disjointed processes within investment management operations 

• Balancing outsourcing and control: Weighing the benefits of outsourcing against the necessity for operational oversight 

• Regulatory focus vs. transformation capacity: Managing the tension between regulatory compliance and the ability to drive operational transformation 

3. Technology sector 

• Growth in tech solutions and services: Examining the expansion of technology offerings and their implications for operations 

• Build vs. buy decisions: Evaluating factors influencing firms’ choices between developing in-house solutions and procuring external technologies 

• Defining the new-age operating model: Identifying technological requirements essential for modern operational frameworks 

• Strategic focus areas: Highlighting key areas such as data management, AI integration, legacy system modernisation, and workflow automation 

Reflecting on our previous engagement, Taskize hosted a workshop at InvestOps 2024, concentrating on the importance of system integration and interoperability during the transition to T+1 in the US.  

For insights from that discussion, take a read of our client Q&A with State Street’s Suren Sankar and our industry Q&A with Fidelity Investments’ Laura Jacques.