eClerx was proud to attend the TSAM New York 2025 in October, 2025. The event brought together investment operations leaders, asset management professionals, and service providers to discuss practical strategies for operations, data, and client services.

Over the course of the day, attendees explored how firms are adapting their operations, embracing new tools, and improving workflows to meet evolving business needs and market demands.

Here are several key takeaways our team gained over the course of the event:

●  Improving operations and data workflows across buy-side firms

Speakers highlighted how firms are rethinking front, middle, and back-office processes to reduce friction and improve efficiency. Many shared methods for streamlining tasks and coordinating across teams to support smoother day-to-day operations. The focus was on making workflows more robust and easier to follow, which helps reduce errors and supports consistent delivery.

●  Exploring technology and automation as enablers for efficiency

The conference showcased how tools and automation can help improve data handling, reporting, and operations work while reducing manual effort. Participants discussed how new systems can speed up routine tasks, reduce risk, and increase transparency. The message was clear: technology can support simpler, more reliable operations when implemented with care and aligned to business needs.

●  Understanding the importance of compliance, risk and oversight even while innovating

A number of sessions addressed how firms must balance innovation with strong controls and compliance frameworks. Cloud-native infrastructure, data governance and risk management featured as central topics, illustrating how operations and compliance must go hand-in-hand. Attendees agreed that growth and automation must always be grounded in clear oversight and well-defined processes.

●  Networking and peer exchange to benchmark and learn

TSAM offered a valuable opportunity for professionals from different firms to compare experiences, share best practices, and learn from each other. Conversations during and outside sessions provided insight into how others are handling common challenges. These exchanges helped attendees understand where their operations stand relative to peers and identify areas for improvement.