Ensuring your technology solutions continue to meet your needs now and into the future is critical for your business. When you’re ready to embark on the important process of evaluating and implementing a new solution, it’s essential to have a plan in place and the knowledge to give you confidence in your selection.
In this exclusive on-demand webinar, Clearwater Analytics and Versoft Consulting will provide a guide to best practices for preparing, evaluating, and selecting a technology vendor. You will learn from experts who have developed extensive knowledge of the process after years of experience successfully guiding firms through selection and implementation of new solutions. They will show you how to create a plan, identify your pain points, communicate with vendors, and ultimately narrow down your choice to the solution that’s best for you.
Partner and CEO, Versoft Consulting
Verity Larsen is partner and founder of Versoft. She is responsible for the consulting practice, spending most of her time working directly with clients on their software implementation, optimization, and training needs.
While working in the investment management industry since 2000, Verity has gained extensive knowledge of technology and workflow best practices. Prior to starting Versoft, Verity was Senior Consultant and Team Lead at Advent Software, responsible for many complex implementations of Advent products. In addition, she previously worked at an investment management firm as Assistant Director of IT, supporting the firm with their use of the entire Advent suite. During this time Verity also served on the Advent Users Group (AUG) Board of Directors; her last office was President.
Verity is based in the beautiful Pacific Northwest, in Portland, Oregon.
Director, Investment Management Solutions, Clearwater Analytics
Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize in solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.
Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.
Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.