In our latest AlphaChat, host Stephen Huppert speaks with Bryan Stephens, Head of Customer Transformation at AlphaCert, about the growing momentum behind enterprise transformation in investment management. They explore the regulatory shifts, operational challenges, and evolving investor expectations that are prompting firms to rethink how they manage systems, data and risk.
Bryan shares his insights into what makes transformation efforts succeed, or fail. From legacy system challenges and AI integration to the critical role of enterprise architecture, change management, and communication, this conversation goes deep into the realities firms face. With examples from large-scale projects and practical advice for those just starting out, it’s a grounded look at the complexity of change, and what it takes to lead it well.
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