Eagle Investment Systems’ Chief Client Officer discusses her recent appointment at Eagle and how the new executive position was designed with clients in mind

Q. You were recently named the Chief Client Officer, or CCO, at Eagle. As this is a unique position in Fintech, can you provide some color as to what this role entails?

A. We created this role with the objective of building upon our traditional client focus at Eagle. All of our client-facing teams now reside under the CCO, including North American Sales, Product Management, Global Marketing and Relationship Management (RM). In bringing these teams together within a larger group, we’re able to ensure there’s consistency between all of the client touch points. We also felt that by aligning these groups, we can make sure that the client is heard clearly across Eagle and that their needs remain at the forefront of everything we do. We believe that by more closely integrating these teams, our clients can realize even more value through all of our solutions, across data management, accounting and performance measurement.

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Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC

At the recent Superannuation Fund Back Office Forum in Sydney that I chaired, a number of recurrent themes surfaced that highlighted just how rapidly the superannuation market is growing and evolving. As the event’s experts and speakers highlighted, technology is central to enabling that growth and a bifurcation is beginning to take shape distinguishing those firms that can make the best use of it and those that cannot.

While a number of technology-driven trends are shaping activity, we’ve identified the three that we feel are the most important.

Building In-House Investment Teams
Historically, superannuation funds have typically outsourced the management of their investments to external fund managers. However, as funds continue to grow their AUM and reduce their fees and costs, more are looking to develop their own in-house investment capabilities and are now building their own internal teams to manage certain strategies or asset classes.

In order to do this, firms need to expand their technological capabilities with the corresponding front- and middle-office tools needed to support the activities of their investment team.

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