OPCO Advisory

A profound technological transformation is reshaping the financial services industry. Today, many cutting-edge alpha-generation systems still rely on infrastructure designed decades ago. This misalignment between modern capabilities and legacy architecture has led to what OPCO calls “The Great Rewiring.” Several key trends are driving this transformation: • Equitization of digital assets: New markets are emerging, demanding modern and adaptable infrastructure. • Exponential growth of alternative data: The explosion of data streams requires advanced tools to extract timely, actionable insights. • Expansion of private markets: As these markets grow, the need for operational efficiency at scale becomes increasingly critical. • Pressure on active managers: With a shift toward passive strategies, active managers are under greater pressure to generate alpha. At the same time, artificial intelligence is becoming a pivotal driver of competitive advantage across the industry. These converging trends signal a future where financial institutions will operate in fundamentally new ways. Investment teams will engage with data more seamlessly. Risk management will evolve to be more integrated, dynamic, and predictive. Operations will scale effortlessly across diverse markets and asset classes. The institutions that succeed in this environment will embrace the transformation proactively. By crafting technology strategies that deliver sustainable competitive advantages while managing costs and risks effectively, they will position themselves for long-term success. Stay tuned for a deeper exploration of our insights next week. In the meantime, let us know how your organization is preparing. OPCO Advisory Nilesh Nanavati Rishi N. Glenn Lesko Michael Rude #OPCO #Fintech #capitalmarkets  #transformation #rewiring #financialservices  

A major investment bank recently discovered that their core trading platform, built just 20 years ago, now costs more to maintain than their entire annual technology budget from 2010.   While most banks recognize the challenges posed by legacy technology, the full scope of the problem remains hidden. Beyond the obvious maintenance costs, these systems create a growing web of inefficiencies.   Perhaps most concerning is the rapidly shrinking talent pool for maintaining these systems, with specialists commanding premium rates that are 50-70% higher than those for modern technology experts.   The standard advice to "just modernize" overlooks the complex realities facing financial institutions. The decision to build new solutions internally versus purchasing from vendors is not just a technology choice—it is a strategic inflection point that impacts competitive positioning, operational efficiency, and long-term viability.   We’ve outlined our thoughts on the hidden costs of legacy systems, the factors to consider when deciding whether to buy or build, and the realities of financial technology modernization. Read our full insights here: https://lnkd.in/eMc2y4qt OPCO Advisory Nilesh Nanavati Rishi N. Glenn Lesko Michael Rude #OPCO #Fintech #capitalmarkets

📱 Legacy systems prevent banks from delivering the digital experience customers demand. The cost? Customer exodus to more agile competitors. Modern platforms enable: • Real-time transaction processing • Personalized services • Seamless mobile experiences • Rapid feature updates • API-driven integration Banks see 20% to 30% higher customer satisfaction after modernization, according to BCG’s 2021 retail banking report. Measure your digital experience gap with our customer journey assessment.

If your firm trades, or clears US treasuries, and you are in leadership, risk compliance, trading, operations or are otherwuise a stakeholder in that business, you will want to start collecting intel on the move to central clearing, this webinar from our friends at Zero Beta would be a great start, join us there.

An innovative financial product driven by the models of our partners at Quant Insight. Their macro models can empower all types of macro , enhanced or infused index products globally. Let us know if interested in learning more.

OPCO is happy to be arranging meetings between Quod and some of the leading global investment banks next week in NYC. Call to learn more

Welcome to Sashi Dias Valtz to OPCO Advisory . Sashi brings over 20 years of collective experience running sales, account management, partnership and strategy teams across financial services, Fintech and digital assets to the team.  Sashi began her career at Merrill Lynch  and later Goldman Sachs as an Institutional Salesperson in New York and San Francisco. There, she partnered with prime brokerage and sales & trading, contributing to the expansion of third-party research and data marketing efforts for the banks' private equity portfolio.  Sashi then joined Fintech company Symphony as a founding member, where she led their Americas region, including sales and execution teams, and later managed Global Client Strategy & Partnerships, eventually relocating to London. Recognizing emerging market trends, she joined the world-renowned crypto exchange Coinbase to build out their institutional account management organization and business. Over half of Sashi’s career has been dedicated to building institutional relationships with global decision-makers in the investment management and banking community.  Her unique experience, global positions and extensive network across investors, institutions, market makers, and tech partners, has enabled her to bridge her TradFi knowledge with Fintech technical and solutions-driven approaches to catalyze business acceleration and growth.  Sashi later relocated to Lisbon, acknowledging its growing Fintech and crypto ecosystem, where she serves as an advisor to Nova School of Business and Economics and its Web3 Creators Collective. She founded Xama LLC, a consulting and advisory firm focused on bringing her expertise and GTM planning knowledge to the Fintech ecosystem aiming to bridge market opportunities in Blockchain, Web3 and FinServ Technology globally.  Sashi is passionate about inspiring culture, people, and developing transformative strategies and solutions for companies.  Her global leadership roles have consistently focused on achieving bottom line results and driving growth through innovation and a solutions-driven approach. Nilesh Nanavati Glenn Lesko Rishi N. Michael Rude Jessica Romano Laura Ryan J.J. Allingham Patrick Egan Jason Yoon-Hendricks  #Fintech  #capitalmarkets  #OPCO #EMEA 

Welcome to Jason Yoon-Hendricks to OPCO Advisory . Jason brings over 25 years of fintech business development and product management experience to the team. Jason began his career on the NYMEX floor and later worked with vendors and brokers in NYC, contributing to the early expansion of electronic trading in U.S. equities markets. He is also a startup founder, with experience in both bootstrapped and funded ventures. Over half of his career has focused on delivering capital markets solutions to leading buy-side and sell-side firms in Asia. As an early employee of TLW Securities (acquired by SLK as part of its REDI expansion strategy), Jason went on to lead the electronic trading team in Tokyo for Goldman Sachs. He later relocated to Hong Kong to manage the post-spin-out REDI Asia business (ultimately acquired by Thomson Reuters). He then helped expand that business as part of the London Stock Exchange Group. Over the past 10+ years, Jason has provided expertise in tech product and business management, sales and trading, and marketing and communications to Asia-based firms, both large and small. These leadership roles have consistently focused on achieving bottom-line results and driving growth through innovation and efficiency. Nilesh Nanavati Glenn Lesko Rishi N. Michael Rude Jessica Romano Laura Ryan Sashi Dias Valtz J.J. Allingham Patrick Egan #Fintech #AsiaPacific #capitalmarkets #OPCO #APAC

Welcome Jessica Romano to OPCO Advisory . After working on Wall Street and in Silicon Valley for the last fifteen years, Jess brings a unique perspective on traditional finance, fintech, and the startup world. Early in her career, Jess covered top institutional clients as an equity sales trader at Goldman Sachs before joining Symphony as a foundational member of the GTM team. She later scaled digital payments at Apple and managed data access infrastructure and industry relationships at Plaid. More recently, Jess led the partnerships function as a member of the revenue leadership team at Oyster®, a leading global HR tech platform. Today, Jess lends her expertise in developing company strategy, partnerships, international leadership, commercial engagements, and product development. She has multidimensional experience working with various stakeholders, including management teams, investors, partners, clients, and vendors across three VC-backed SaaS unicorns. Jess has a grounded approach to building sustainable and scalable businesses and enjoys working alongside founders to ensure success. A New York native, Jess resided in San Francisco before moving to Europe in 2020. She has lived in France, Croatia, and Spain and has been immersed in the global finance and tech scenes since 2009. OPCO Advisory Rishi N. Nilesh Nanavati Glenn Lesko Michael Rude J.J. Allingham Laura Ryan Jason Yoon-Hendricks Sashi Dias Valtz Patrick Egan #BusinessAdvisory #BusinessNetworking #Fintech #Growthstrategies #Fintechscale #OPCO

The integration of #SageX and Automated Data Inc promises a highly scalable, end-to-end solution for integrating unstructured data with your structured data sources. Companies can finally unlock the valuable data trapped in their documents, emails, and web scrapes and integrate it with their business and operational processes. OPCO Advisory is an investor in both companies and played a pivotal role in their incubation as startups. https://lnkd.in/ev8PtwyX https://lnkd.in/ggGVwY7K OPCO Advisory UniQreate Michael Rude Nilesh Nanavati Glenn Lesko Rishi N. #ADIPlatform #UnstructuredData #FinancialServices #FinTech