Modernizing the investment tech stack: Lessons from Holland Mountain
In this episode, we sit down with Jeremy Hocter of Holland Mountain to explore practical ways modern investment firms can optimize operational processes and build strong, scalable tech foundations — drawing on insights from hundreds of digital transformation projects across the industry.
Watch the episode to learn:
- Overcome key obstacles to tech modernization, including organizational silos, unclear objectives, and misaligned stakeholder priorities, by uniting teams around a shared vision through effective change management.
- Execute successful implementation projects, from identifying red flags early on to knowing when and how to engage external experts.
- Make smarter technology decisions, including when to adopt multiple purpose-built tools versus consolidating with a single platform.