People, Process, and Technology: The Winning Formula to Execute the Next-Gen Wealth Management Product at Northern Trust

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11:00 AM PDT on Thursday, Apr 06, 2023

People, Process, and Technology: The Winning Formula to Execute the Next-Gen Wealth Management Product at Northern Trust

People, Process, and Technology: The Winning Formula to Execute the Next-Gen Wealth Management Product at Northern Trust

Apr 6, 2023

In this episode

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Years ago, when we built a desktop and mobile applications to support conversations between Northern Trust’s most important clients and their advisors, it was initially seen as innovative. But since then, our competitors have caught up, and our clients’ expectations around these interactions have changed, too.

Yet, it was challenging to make the necessary changes to adapt to this new landscape due to this application’s monolithic architecture and aging technologies. In response, we decided to rewrite our existing software and create a new streamlined web application. Existing consultancy firms couldn’t transform; we hired another consultancy to build it, but they weren’t able to deliver.

As the expression goes, “Third time’s a charm,” and we’ve finally found the winning formula in our modernization approach. In this session, we’ll talk about the people, process, and technology changes we implemented that have allowed us to build the working software to meet our business’ needs.

Guests

Subbarao Mandavilli

Subbarao Mandavilli

Results-oriented leader with 23+ years of repeated accomplishments involving program management, technical advisory, client relationship, business development, delivery and operational excellence. Collaborative relationship builder, assimilating easily into client organizations in a multitude of industries to understand, simplify, and tackle highly complex issues. Consistent record of identifying and delivering business and digital transformation opportunities. Trusted business partner and advisor delivering business value to key stakeholders by designing and executing end-to-end strategic solutions suited to deliver results.

Hosts

Tiffany Jernigan

Tiffany Jernigan

Tiffany is a senior developer advocate at VMware and is focused on Kubernetes. She previously worked as a software developer and developer advocate (nerd whisperer) for containers at Amazon. She also formerly worked at Docker and Intel. Prior to that, she graduated from Georgia Tech with a degree in electrical engineering. In her free time she really likes to travel and dabble in photography. You can find her on Twitter @tiffanyfayj.