Driving Digital Transformation for Global Asset Management: Strategic Leadership in Investment Product Data Solutions

A global asset manager needed to develop a multi-year roadmap to enhance digital client experience and streamline investment product data delivery across multiple global segments. To achieve this, they engaged Boyden’s Asset Management Team to secure a senior digital transformation leader. This leader would manage a team of experts with deep knowledge of investment products and regional compliance requirements.

Boyden successfully identified candidates skilled in creating long-term digital strategies, managing complex product portfolios, and aligning solutions with business objectives. Ultimately, Boyden delivered a candidate poised to lead the client's digital transformation, ensuring seamless client engagement and operational effectiveness.

The Client

A leading global asset manager, the client sought to establish a comprehensive, multi-year vision for delivering an optimal digital client experience and effective investment product data management. The goal was to create a consistent, enterprise-wide approach to digital product data delivery across all global segments, balancing client experience with operational efficiency.

The Challenge

The client enlisted Boyden’s Asset Management Team to find a senior digital transformation leader. This leader would assemble and direct a team of specialists with expertise in a wide array of investment products, global client requirements, and regulatory standards. Tasked with leading digital initiatives across all product types (including 40 Act, SICAV, AUT, OEIC, and ITM products), the Head of Digital Solutions would develop and execute a strategic roadmap to drive continuous improvement across the digital solutions landscape.

The Solution

Boyden’s Asset Management Team leveraged its extensive network to locate top-tier digital transformation leaders with proven experience in the asset management sector. Qualified candidates met the following criteria:

• Experience in developing multi-year digital strategies and roadmaps for global investment product data and digital solutions.
• Expertise in digital delivery for a full range of investment products, including 40 Act, SICAV, AUT, OEIC, and ITM products.
• Proven ability to work with global teams to translate vision into actionable delivery roadmaps that align with client needs and business objectives, ensuring scalability.
• Strong engagement with senior leadership on presenting investment products effectively within digital platforms.
   

The Result

 After an extensive search and evaluation process, Boyden delivered a highly qualified candidate with substantial experience in investment management, particularly in managing complex data and product portfolios. Boyden collaborated closely with stakeholders to refine the candidate profile, utilizing its global database and specialized asset management expertise to ensure an ideal match.