The promise of one system with one data set servicing front, middle and back offices was enough to win Keli McGuinness over.
Keli McGuinness had spent several years in a role that oversaw investment managers on behalf of the responsible entity and superannuation trustee. It meant she knew how to govern relationships and what’s required to meet regulatory obligations.
Then she got the opportunity to take a role at Artega as the group’s first client executive.
“What I found attractive was the growth strategy – looking to build and acquire new clients and broaden the service proposition was quite appealing,” she says. “After so much change in the industry, it was exciting to see Artega looking to acquire and retain clients.”
“The service proposition which includes the whole front-to-back model is very appealing. All the same services connected on the same technology platform gives Artega a competitive advantage,” Keli says.
“It allows clients to leverage the platform and leverage the data more effectively and efficiently. The data needed to support the front office, middle office and back office can be sourced from one spot, so you don’t have to feed different systems.”
“This is very exciting. Don’t under-estimate how this operating model can be leveraged on a broader scale.”