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Summary
S&P Global and DTCC have recently integrated their respective solutions Onboarding Accelerator and ALERT. During the webinar we will have an open discussion on key components of the integration, benefits of connecting pre and post trade data, and a look into the future on additional integration opportunities.
Speakers
Marissa Tota
S&P Global Market Intelligence
Product Management Director
Marissa is a Product Management Director with 10+ years' experience in the Onboarding space with a focus on Sellside engagement and how our Counterparty Manager suite of solutions can improve automation and efficiency within the client lifecycle process.
Marissa is a Product Management Director with 10+ years' experience in the Onboarding space with a focus on Sellside engagement and how our Counterparty Manager suite of solutions can improve automation and efficiency within the client lifecycle process. Her prior experience from her time at several global banks managing the end-to-end onboarding process and working closely with large asset managers to navigate KYC requirements, legal negotiations and the changing regulatory environment has helped to shape our CLM Pro solution.
Marissa holds a Masters in Applied Psychology from Sacred Heart University and a Bachelor's Degree in Sociology from Fairfield University, United States.
Janet Coughlan
DTCC
Director, Alert Product Management
Jan Coughlan serves as Director, Institutional Trade Processing (ITP) at DTCC, where she is responsible for leading critical initiatives that drive further automation and increased adoption of the firm’s ALERT platform, the largest and most compliant web-based data repository of account and standing settlement instructions.
Jan Coughlan serves as Director, Institutional Trade Processing (ITP) at DTCC, where she is responsible for leading critical initiatives that drive further automation and increased adoption of the firm’s ALERT platform, the largest and most compliant web-based data repository of account and standing settlement instructions. She partners extensively with the community and industry organizations to expand the platform’s capabilities and deliver new value for clients.
Prior to joining DTCC, Jan provided consultancy services for UBS, Deutsche Borse & Omgeo, supporting clients on their optimization of product usage, driving operational efficiencies and reducing risk within securities operations.
Jan has over 30 years of experience in financial services, including nine years as Senior Vice President at Credit Suisse, where she managed strategic projects in the securities settlement lifecycle and in asset servicing. Prior to joining Credit Suisse, Jan began her career at Barclays where she held a number of line and project management positions covering Equity, FX, Money Market settlements, stock lending and cash funding.
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