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Case Study: Wading Into Recs Automation

February 5, 2013 by Eugene Grygo

Evan Fire says he didn’t rush into a new reconciliation platform when the New York-based Pzena Investment Management transitioned from a manual system to automation in 2004. Fire, who is the operations and administration manager and principal for the firm, says he took a deliberately methodical approach. The go-slow strategy was necessary because the equities-only,… Read More >>

Filed Under: Securities Operations, Case Studies, Ops Automation, Reconciliation & Exceptions, FinTech Trends Tagged With: Electra Information Systems, Evan Fire, OpenSTaARS, Pzena Investment Management, reconciliation

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