Why Data Ownership in Financial Services Defines Modern Transformation
Summary
Digital transformation in investment management is no longer about features. It’s about control. As buy side firms grapple with legacy systems and rising complexity, data ownership in financial services has emerged as the ultimate competitive advantage. Open, ecosystem-based platforms enable flexibility, scalability, and long-term resilience.
Bernardo Cabada
As Vice President, Sales Operations & Enablement at Arcesium, Bernardo leads in showcasing the company's cutting-edge capabilities through executive-level engagements, delivering compelling presentations, technical demonstrations, and proof-of-concepts. His proficiency extends across crucial areas of middle- and back-office investment operations, with a particular emphasis on data governance and enterprise data management for investment managers and asset owners.
Sources:
[i] McKinsey, July 16, 2025. https://www.mckinsey.com/industries/financial-services/our-insights/how-ai-could-reshape-the-economics-of-the-asset-management-industry
[ii] BCG, August 5, 2025. https://www.bcg.com/publications/2025/seven-questions-smarter-applications-strategy
[iii] Roland Berger, December 2019. https://bit.ly/4rr8AZf
[iv] Y. Koren, S.J. Hu, Peihua Gu, M. Shpitalni, July 2013. https://www.sciencedirect.com/science/article/abs/pii/S0007850613002023
