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Video: CEO and Founder Talks Service, Process and Technology

Patricia O'Donnell, founder and CEO of IMSS, highlights how hands-on support and the innovative Data-Centrix platform empowers asset managers to achieve an outstanding 90%-100% profile completion. Speaking with Brent Watters, head of marketing and business development, Patricia looks at the challenges managers face with data standardization across various platforms. She explains how inconsistent processes at the input stage result in reporting inaccuracies, data gaps, and incomplete submissions to consultant databases. Patricia also emphasizes the importance of personalized guidance in overcoming these hurdles, showcasing how IMSS’s dedicated support helps firms navigate complexities and streamline their data management. Additionally, she discusses the growing trend of outsourcing data solutions and how IMSS enables clients to boost visibility and unlock search opportunities across the industry’s key databases.



 


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