The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Versoft with Jimmy Gill | E372
Manage episode 478451074 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Fintech Impact, Jason Pereira interviews Jimmy Gill from Versoft Consulting about the intricacies of investment technology and data migrations. The conversation explores the challenges of integrating various investment technologies, outlining how Versoft Consulting assists in streamlining technology stacks for financial advisors. They delve into the complexities of data migration between portfolio management systems, highlighting the diverse issues encountered during such transitions and offering insights into best practices for successful conversions. The episode wraps up with discussions on how comprehensive solutions and problem-solving approaches can significantly alleviate operational inefficiencies within the finance industry.
Episode Highlights:
- 00:33: Jason thanks Jimmy Gill of Versoft Consulting for joining the podcast.
- 00:35: Jimmy introduces Versoft Consulting, its mission, and services in the finance sector.
- 01:20: Explanation of Versoft’s services, including portfolio management, data conversions, and consulting.
- 01:29: Discussion on the origin and history of Versoft Consulting.
- 03:34: The complexities involved in data migrations from one platform to another.
- 04:26: Real-life story of migrating 30 years of transaction history.
- 05:33: Issues firms encounter with portfolio management and accounting platforms.
- 07:08: Best practices for conversion and timelines for migrating systems.
- 12:08: Common pitfalls and considerations during platform migrations.
- 14:12: Importance of data quality and the role of Versoft Consulting in migrations.
- 16:49: Navigating trust issues with new technology platforms.
- 19:20: Volume of data and time estimation challenges in migrations.
- 21:51: Weird data anomalies and how Versoft confronts them during migrations.
- 32:09: Jimmy’s passion for solving complex data problems in fintech.
- 34:18: Conclusion and wrap-up of the episode, encouraging listeners to seek migration help from Versoft.
Key Takeaways:
- Data migrations in the financial sector are fraught with challenges, requiring expert handling to ensure accuracy and efficiency.
- The industry suffers from a lack of standardized data formats, complicating technology integrations significantly.
- Having dedicated personnel or consultants focused entirely on technology transitions can prevent bottlenecks and delays.
- Effective communication and planning are crucial for maintaining timelines and minimizing disruptions during platform migrations.
- Firms often benefit significantly from adopting streamlined, automated processes for operational efficiencies.
Tweetable Quotes:
- "Data migrations: not just shifting data, but overcoming challenges to ensure efficient financial operations."
- "In financial tech, the quirks and complexities are the puzzle pieces we love to solve."
- "Adopting new tech isn't just about the systems; it's about finding the right solutions for your firm."
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://versoftconsulting.com/team/jimmy-gill/
- https://www.linkedin.com/in/jameswgill/
Hosted on Acast. See acast.com/privacy for more information.
372 episodes
Share
Manage episode 478451074 series 2154765
Content provided by The Fintech Impact Podcast and Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Fintech Impact Podcast and Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Fintech Impact, Jason Pereira interviews Jimmy Gill from Versoft Consulting about the intricacies of investment technology and data migrations. The conversation explores the challenges of integrating various investment technologies, outlining how Versoft Consulting assists in streamlining technology stacks for financial advisors. They delve into the complexities of data migration between portfolio management systems, highlighting the diverse issues encountered during such transitions and offering insights into best practices for successful conversions. The episode wraps up with discussions on how comprehensive solutions and problem-solving approaches can significantly alleviate operational inefficiencies within the finance industry.
Episode Highlights:
- 00:33: Jason thanks Jimmy Gill of Versoft Consulting for joining the podcast.
- 00:35: Jimmy introduces Versoft Consulting, its mission, and services in the finance sector.
- 01:20: Explanation of Versoft’s services, including portfolio management, data conversions, and consulting.
- 01:29: Discussion on the origin and history of Versoft Consulting.
- 03:34: The complexities involved in data migrations from one platform to another.
- 04:26: Real-life story of migrating 30 years of transaction history.
- 05:33: Issues firms encounter with portfolio management and accounting platforms.
- 07:08: Best practices for conversion and timelines for migrating systems.
- 12:08: Common pitfalls and considerations during platform migrations.
- 14:12: Importance of data quality and the role of Versoft Consulting in migrations.
- 16:49: Navigating trust issues with new technology platforms.
- 19:20: Volume of data and time estimation challenges in migrations.
- 21:51: Weird data anomalies and how Versoft confronts them during migrations.
- 32:09: Jimmy’s passion for solving complex data problems in fintech.
- 34:18: Conclusion and wrap-up of the episode, encouraging listeners to seek migration help from Versoft.
Key Takeaways:
- Data migrations in the financial sector are fraught with challenges, requiring expert handling to ensure accuracy and efficiency.
- The industry suffers from a lack of standardized data formats, complicating technology integrations significantly.
- Having dedicated personnel or consultants focused entirely on technology transitions can prevent bottlenecks and delays.
- Effective communication and planning are crucial for maintaining timelines and minimizing disruptions during platform migrations.
- Firms often benefit significantly from adopting streamlined, automated processes for operational efficiencies.
Tweetable Quotes:
- "Data migrations: not just shifting data, but overcoming challenges to ensure efficient financial operations."
- "In financial tech, the quirks and complexities are the puzzle pieces we love to solve."
- "Adopting new tech isn't just about the systems; it's about finding the right solutions for your firm."
Resources Mentioned:
- Facebook – Jason Pereira's Facebook
- LinkedIn – Jason Pereira's LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
- https://versoftconsulting.com/team/jimmy-gill/
- https://www.linkedin.com/in/jameswgill/
Hosted on Acast. See acast.com/privacy for more information.
372 episodes
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Similar to Fintech Impact
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
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Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Go offline with the Player FM app!
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