Panel to address issues of cost reduction and productivity benefits with new technology

Feb. 9, 2004 (Tustin, CA)—Envision Financial Systems, a leading provider of software solutions to the institutional and mutual fund industry, today announced a panel event with industry partners to be held on February 24th at the upcoming NICSA Annual Conference in Miami, Florida. The panel will examine how technological advances make next generation technology in the transfer agency space attractive to large mutual fund firms looking at ways to reduce operating costs and increase their control of data, and allows them to manage risk more effectively in this harsh regulatory climate.

The panel will include the following speakers:

Kenny McBride, Managing Director Securities & Capital Markets - Financial Services Group, Microsoft
Chip Greenlee, Director of Financial Services Industries, Hewlett Packard
Wayne Cobb, Chief Information Officer, Rydex Investments
Tom Groenfeldt, Editor, Windows in Financial Services Magazine
Satnam Gambhir, President, Envision Financial Systems, Inc.

"The transfer agency space represents an excellent opportunity for fund companies on mainframe service providers to look at client-server technology, but it’s critical that the decision-makers have the entire picture on what technology is out there. We’re delighted to have a panel of industry experts who have been an in-depth knowledge of the financial services market who can directly address questions firms might have on technology," says Satnam Gambhir, President of Envision.

Panel members will initially spend time on each of their respective knowledge areas before moving to an open question and answer session. Attendees are encouraged to bring questions related to client-server technology.

"Our goal at Microsoft has always been to empower the customer. To that end, we have worked with many firms that needed real-time access to data in a stable, secure operating environment. We look forward to participating on this panel and interacting with financial firms looking to solve their business needs," says Kenny McBride, Managing Director Securities and Capital Markets, Financial Services Group at Microsoft.

All attendees will be entered into a draw for a 42" plasma television unit. Interested firms can register by going to the website.

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development