Ronan Doyle, Global Head of Product & Profitability, Transfer Agency at RBC Investor & Treasury Services, and other industry participants, discuss the changing role of the transfer agent.
The changing face of a transfer agent
“Digital technologies present an opportunity to progress the work already done on automating the transfer agent value chain with the added benefit of enabling a superior experience for asset managers and investors. Given the long list of potential use cases for digitisation, engaging with clients to jointly prioritise investment, and where sensible co-invest, is critical. This allows us to ensure that our investments are delivering optimal value for us, our clients and their investors.” - Ronan Doyle