Cornerstone Fund Services offers a complete solution at an affordable price. What does that look like from the standpoint of the investor experience their clients offer?

A highly developed body of thinking, research and best practices have been accumulated on the “customer experience,” “user experience.” We have investor relations as a practice. But the “investor experience” has not been mapped out as a separate, distinct and crucial area of expertise. Given how the investor relationship with GPs is being increasingly disrupted by how we communicate, research and measure, Ark sees now as the time to define what makes up high performance investor experiences today.

What does the Cornerstone story tell us about what to do next?

In this episode of The Fund Services Series, Bryan Botha of Ark and Susan Gillick of Standish Management talk about how employee-owned fund services are winning in the market . Bryan Botha also discusses the new Ark fund operations platform that was announced last week.

Mike Trinkaus of 4Pines Fund Services, and Bryan Botha of Ark clear away the hype and nonsense around fund admin tech, and drill down on what the sweet spot for fund administration technology is, and what decisions industry leaders will be forced to make.