The New Era of Product Development
Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers.
Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers.
Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers. It’s imperative that firms find technology partners who understand the evolving financial industry, and who are well positioned to embrace this next wave of innovation.
As a new generation of developers comes online, they are driving substantial digital growth across financial services and will serve as the foundation for investment managers’ success. SS&C Advent's development team takes a pragmatic approach to innovation, developing solutions with creativity and curiosity while applying lessons learned through rigorous testing and organic evolution. With a long tradition of deep resources, vast networks, strong partnerships, and open mindsets, we apply our experience to identify and solve real problems.
Alison Dooher, Head of Digital Advisor Services at Schwab, and Rita Chiu, VP of Product Management at SS&C Advent, discuss the culture, diversity, partnerships, and deep domain knowledge that’s behind the product development foundation of the digital transformation era.
Alison Dooher leads the Digital Advisor Solutions team, which oversees the suite of technology platforms that help the Registered Investment Advisors (RIAs) that custody assets with Schwab serve their clients and increase the scale and efficiency of their business. This group is a core component of the Digital Services team responsible for defining and developing strategy, offers and experiences to drive growth and loyalty across all Schwab client groups, reporting to Schwab’s Chief Digital Officer. Since joining the firm in 1999, Dooher has enjoyed a long career with Schwab serving clients across a breadth of roles. Most recently, Dooher has been responsible for leading the teams building industry-leading digital onboarding and account servicing experiences for advisors. This role followed her time as one of the leaders responsible for launching Schwab’s robo-advisor, Schwab Intelligent Portfolios.
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Rita Chiu is Vice President, Product Management at SS&C Advent. Rita started at Advent in 2012 as a product manager for Geneva and in 2015 became part of the starting team for Genesis, the firm’s cloud-native portfolio construction and order creation solution. Today Rita leads a team of product managers responsible for the front and middle office solutions at Advent and the Genesis platform. Before Advent, Rita held similar roles at Fidelity Investments and BlackRock. Rita has a Bachelor of Science in Business Administration from Boston University’s Questrom School of Business.
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