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August 12, 2024
Building a robust SaaS strategy within the fast-paced investment banking industry is a complex challenge. Successfully navigating the hurdles of software selection, deployment, and adoption is critical to maintaining a competitive edge.
Williams Lea, in partnership with UpSlide, brought together a panel of industry leaders for an exclusive webinar to dive deep into the challenges and opportunities facing investment banking firms as they build their SaaS strategies. Moderated by Masan Phillips of UpSlide, the webinar featured insights from Christina Maddie, Executive Director at Nomura; Ian Clark, Global Chief Technology Officer at Lazard, and Edward Rasmussen, Executive Vice President, Global Financial and Professional Services, at Williams Lea. Attendees gained valuable knowledge on overcoming deployment and adoption hurdles, measuring ROI, and selecting the right software and service partners.
View the webcast to learn more about:
- Software budget cuts and inefficiencies
- Continued investment in software solutions
- Build vs buy
- Importance of effective adoption and change management
- Challenges in software deployment
- Vendor selection and partnership
- Measuring software ROI
- Generative AI
You can also download the joint Williams Lea-UpSlide report, Investment Banking Software 2024: Challenges, Trends and Strategies, to gain full access to the data discussed during the webinar.
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