As managed account models grow in scale and complexity, firms are turning to AI to help manage increasing volumes and customization demands. Tim Duffy, Senior Solutions Manager, explores how AI can streamline time‑intensive processes, reduce manual effort, and bring greater efficiency to managing diverse client needs. He highlights why AI is a natural fit for addressing the challenges of scaling modern managed account platforms.
Speaker
Tim Duffy
Sr. Solutions Manager | SS&C Advent
Tim Duffy is a Sr. Solutions Manager at SS&C Advent. In this role, Tim primarily focuses on aligning Advent’s cloud solutions with client requirements. He joined the firm in 2021 having previously worked at several investment management and financial technology companies. Tim earned a dual degree in Economics and Sociology at the University of Massachusetts - Amherst.