Posts by: Cleo Bratberg

Meet…Anjan Bagchee

Anjan Bagchee, Eagle Investment Systems’ new Director of Information Security and Risk (SIRO) for Cloud Services, discusses his new role and highlights how financial services companies can safeguard their own organizations.  

Q: You recently joined Eagle from EnerNOC, where you were responsible for the design, review and architecting of the company’s energy intelligence software and its overall security infrastructure. Can you talk about your transition into financial technology?

A: The nature of what you are trying to protect may change, but the philosophy and strategy of how to protect against the cybersecurity threat is pretty consistent across most industries. EnerNOC, which offers SaaS solutions, provides energy intelligence software and demand-response applications. Similar to Eagle, their value proposition lies in the efficiencies they deliver through technology and new capabilities. However, instead of the SEC, it’s the federal mandates and customer’s security posture defining the requirements for the energy industry.

My role largely revolved around providing the security underpinning for EnerNOC’s SaaS project and its energy intelligence offering. Much of this work was focused on the Internet of Things and application security in the cloud to ensure that we remained well ahead of the curve as these solutions evolved. At Eagle, I was brought in to build upon what is already a really strong foundation as it relates to cybersecurity. To do that, I’m looking to bring a new perspective to the company’s existing program and refine our strategic and tactical approach across Eagle’s solution set.

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Are You Ready to Move on From Your Legacy Portfolio Management System?

Eagle’s Darcie James-Maxwell looks back on her experience both using and then helping clients to replace investment systems, as she discusses how legacy-system replacement can be a catalyst for efficiency and growth in our latest Q&A.


Q. It’s been roughly a year since you were named the Head of Eagle’s Operations in Canada. What was your initial focus when you transitioned into this role and what have been some of the biggest challenges you’ve encountered?

That’s a good question. When I transitioned from overseeing the relationship management team in Canada to overall accountability of our Canadian business, my number one focus has remained our clients. I have spent the last year meeting with clients to ensure that we have a clear understanding of their business goals and objectives—after all, it’s paramount that Eagle continues to meet their business requirements. I also spent a fair amount of time looking at the wider landscape in Canada, where the market is on the verge of significant change. There are a number of legacy platforms that appear to be nearing end of life, which is causing several clients to think about their multi-year roadmaps.

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Bridging the Data Disconnect Between the Back and Front Offices

Patrick Orlando, as part of a panel at TSAM Boston, highlights why it is so critical for business users to engage in the earliest phases of a data management platform implementation.

Patrick Orlando, Principal Consultant, Eagle Investment Systems


This past November, as part of a data management panel at TSAM Boston, a member of the audience inquired about one of the biggest challenges facing most data professionals: The sometimes glaring disconnect between the back-office teams providing data and the front-office users that are often unsure how to turn this information into actionable intelligence that informs both business strategies and investment decisions. The consensus among those of us on the panel was that more often than not, issues such as these extend all the way back to implementation and the earliest stages of standing up a data management platform.

This was a topic that seemed to be of particular interest at the event, which was held in Boston on November 16. A TSAM survey of senior executives ahead of the conference revealed that over half are currently planning to replace legacy systems and technology during the next 12 months, while nearly a third (30.5%) identified plans to introduce a new data governance strategy. This budding level of interest was evident during our panel, “Transforming Your Firm Into an Information-Centric Organization,” as we spoke to a packed room of delegates.

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