Selecting the right technology vendor can be complex and costly if done incorrectly. In this episode of Tech It Up, Jasmin Conner speaks with Jonathan Balkin from Alpha Alternatives to explore the challenges of selecting and implementing new technology. They discuss how consultancies can guide organizations through the entire process, what to do before engaging vendors, key evaluation considerations and red flags, and essential steps for successful implementation and migration. Tune in to hear expert insights on how to make technology decisions that deliver real impact.
Speakers
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Jonathan Balkin
Head of North America, Global Head of Private Equity and Credit Client Segments | Alpha Alternatives
Jonathan founded Alpha Alternatives (formerly Lionpoint Group) to deliver market-leading technology and operations solutions to firms in the private markets industry. Jonathan spearheads many of Alpha Alternatives’ technology vendor partnerships, ensuring the business is at the forefront when it comes to innovative and streamlined solutions for client challenges. In his role, he oversees the delivery of transformational operations projects for global asset managers, including the successful implementation of technology solutions to improve data management, workflow, controls and transparency. Prior to Alpha Alternatives, Jonathan’s experience included working within the private equity, debt and real estate sectors.