Unveiling Wealth and Asset Management (WAM): A Technology Deep Dive

ByVamsi Kiran Chemitiganti

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Unveiling Wealth and Asset Management (WAM): A Technology Deep Dive

Overview
Curriculum
Instructor

This session provides a comprehensive exploration of Wealth and Asset Management (WAM), covering its purpose, architecture patterns, and key functionalities. Part 1 introduces WAM and its architecture, delving into wealth management services and asset management roles. Part 2 uncovers core WAM functions such as portfolio management and institutional brokerage platforms. Part 3 discusses modernizing WAM, including mainframe usage and next-gen platform building. Attendees gain valuable insights into WAM’s landscape and technological considerations, beneficial for industry professionals and technology providers.

Requirements

You need no more than a desire to learn and take action by purchasing a course right away! That’s all it takes to excel with us.

What You’ll Learn From This Course

A Technologists Introduction to Banking Financial Services

WAM Introduction and Architecture Patterns: Introduce the concept of WAM and explore various architectural patterns used to build WAM platforms.
Wealth Management: Relevance and Insights: Delve into the significance of wealth management services and gain insights into current trends and challenges.
Asset Management: Relevance and Insights: Understand the role of asset management within WAM and explore its functionalities.
WAM Functions Overview: Explore the core functionalities that power WAM platforms, including portfolio management, order management, and reporting.
Institutional Brokerage Platform Analysis: Gain insights into the role of institutional brokerage platforms within the WAM ecosystem.
Mainframe Usage in WAM Industry: Understand the continued use of mainframes in WAM and the considerations for modernization.
Building a Next-Gen WAM Platform: Explore best practices and emerging technologies for building modern WAM platforms.

Curriculum

1 Section
10 Lessons
1 Hour

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WAM Introduction and Architecture Patterns
10

Vamsi Kiran Chemitiganti

Vamsi works as an Industry GM at a hyperscaler and has two plus decades of experience on Financial Services, Telco, Edge Computing, Retail and other industry verticals.