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Digital-Enabled Wealth Management
Digital Enabled CIO Wealth Manager and Management. ✓ How are financial intuitions
leveraging digital to provide organizational support for quality research?
For more information please visit
https://www.ciotalknetwork.com/digital-enabled-wealth-management/
In a fast-changing market and global uncertainty, only the most innovative, bold, and
flexible wealth managers stand a chance in delivering real value to their customers.
How are financial institutions leveraging digital to provide proper organizational support
for quality research with agile decision-making, enabling reliable portfolio and risk
management that is much needed for keeping customer confidence?
Contributors
● Ram Nagappan, Chief Information Officer, BNY Mellon | Pershing
Ramaswamy (Ram) Nagappan is the Chief Information Officer for BNY Mellon |
Pershing. With more than 30 years of information technology experience, Ram
oversees the firm’s technology product management and digital experience delivery for
wealth management solutions. As a member of Pershing’s Executive Committee and
BNY Mellon’s Technology Executive Council, he is closely involved in setting the firm’s
strategic direction.
A spokesperson on technology trends and issues, Ram has been featured in a number
of technology and financial publications and on Bloomberg Radio. He is a regular
keynote speaker and panelist at industry events and conferences. Ram has been
instrumental in developing many award-winning solutions. Most recently, Ram was
recognized by ComputerWorld as a Premier 100 IT Leader and by the New Jersey
Technology Council as “CIO of the Year.” Prior to assuming his current role, Ram served
as managing director and chief technology officer at DLJdirect and CSFBdirect,
pioneers in online internet brokerage.
He also played a significant role in establishing iNautix Technologies India Private
Limited at Chennai, India, a technology affiliate of BNY Mellon that provides an array of
technology development service. In these roles, Ram’s work was focused on business
areas including clearance, settlement and trading order management, as well as market
making. Before joining Pershing, he was a technology consultant to Guardian Life
Insurance, Bakst International and Data Software Research Corp.
Ram is a member of the Financial Industry Regulatory Authority (FINRA) Operations &
Technology Advisory Committee and has served on technology advisory committees for
various national securities exchanges. A graduate of Anna University Chennai (India),
Ram earned a Bachelor of Engineering degree in Electronics and Communication. He
has also completed the Securities Industry Institute® (SII) program, sponsored by the
Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of
the University of Pennsylvania.
● Rob Zelinka, Chief Information Officer, Jack Henry & Associates
Rob Zelinka is the Chief Information Officer for Jack Henry & Associates. Mr. Zelinka is
a member of Jack Henry and Associates’ senior leadership team and is responsible for
technology strategy, operations, processes, and leading a team of technology
professionals at one of Forbes best places to work. He is responsible for overseeing all
aspects of cloud operations, maintaining internal systems, data management strategy,
and analytics across the reach of the company and for supporting the growth of Jack
Henry and Associates’ business by partnering with the company's business units on
technology and analytics-related revenue generating programs.
During his 30 years in the Information Technology arena, Mr. Zelinka has served in a
variety of leadership positions responsible for the delivery of information technology
services to support business needs across the corporate enterprise. In his prior role as
Director, Enterprise Infrastructure and Operations for TechnipFMC, a multi-billion-dollar
company serving the energy sector, Mr. Zelinka led a global transformation of the IT
operation which included the rationalization of human capital, technology, and
applications supporting the creation of a globalized technology function.
Previously, he was the former Head of Information Technology and Security for PROS, a
data analytics software company located in Houston, TX. He managed the delivery of
global technology refresh initiatives, digital transformation, and day-to-day operations
for the company’s technology and external facing cloud operations teams. Rob is a
member of the Society for Information Management (SIM) and holds several industry
recognized certifications and accreditations.
Download Podcast
Apple Podcast, Google Podcast, Spotify, iHeartRadio, SoundCloud, TuneIn, and
Stitcher. Find other syndication channels here or search CIO Talk Network podcast on
any other app.

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Digital-Enabled Wealth Management

  • 1. Digital-Enabled Wealth Management Digital Enabled CIO Wealth Manager and Management. ✓ How are financial intuitions leveraging digital to provide organizational support for quality research? For more information please visit https://www.ciotalknetwork.com/digital-enabled-wealth-management/ In a fast-changing market and global uncertainty, only the most innovative, bold, and flexible wealth managers stand a chance in delivering real value to their customers. How are financial institutions leveraging digital to provide proper organizational support for quality research with agile decision-making, enabling reliable portfolio and risk management that is much needed for keeping customer confidence? Contributors ● Ram Nagappan, Chief Information Officer, BNY Mellon | Pershing
  • 2. Ramaswamy (Ram) Nagappan is the Chief Information Officer for BNY Mellon | Pershing. With more than 30 years of information technology experience, Ram oversees the firm’s technology product management and digital experience delivery for wealth management solutions. As a member of Pershing’s Executive Committee and BNY Mellon’s Technology Executive Council, he is closely involved in setting the firm’s strategic direction. A spokesperson on technology trends and issues, Ram has been featured in a number of technology and financial publications and on Bloomberg Radio. He is a regular keynote speaker and panelist at industry events and conferences. Ram has been instrumental in developing many award-winning solutions. Most recently, Ram was recognized by ComputerWorld as a Premier 100 IT Leader and by the New Jersey Technology Council as “CIO of the Year.” Prior to assuming his current role, Ram served as managing director and chief technology officer at DLJdirect and CSFBdirect, pioneers in online internet brokerage. He also played a significant role in establishing iNautix Technologies India Private Limited at Chennai, India, a technology affiliate of BNY Mellon that provides an array of technology development service. In these roles, Ram’s work was focused on business areas including clearance, settlement and trading order management, as well as market making. Before joining Pershing, he was a technology consultant to Guardian Life Insurance, Bakst International and Data Software Research Corp. Ram is a member of the Financial Industry Regulatory Authority (FINRA) Operations & Technology Advisory Committee and has served on technology advisory committees for various national securities exchanges. A graduate of Anna University Chennai (India), Ram earned a Bachelor of Engineering degree in Electronics and Communication. He has also completed the Securities Industry Institute® (SII) program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of the University of Pennsylvania. ● Rob Zelinka, Chief Information Officer, Jack Henry & Associates Rob Zelinka is the Chief Information Officer for Jack Henry & Associates. Mr. Zelinka is a member of Jack Henry and Associates’ senior leadership team and is responsible for technology strategy, operations, processes, and leading a team of technology professionals at one of Forbes best places to work. He is responsible for overseeing all aspects of cloud operations, maintaining internal systems, data management strategy, and analytics across the reach of the company and for supporting the growth of Jack
  • 3. Henry and Associates’ business by partnering with the company's business units on technology and analytics-related revenue generating programs. During his 30 years in the Information Technology arena, Mr. Zelinka has served in a variety of leadership positions responsible for the delivery of information technology services to support business needs across the corporate enterprise. In his prior role as Director, Enterprise Infrastructure and Operations for TechnipFMC, a multi-billion-dollar company serving the energy sector, Mr. Zelinka led a global transformation of the IT operation which included the rationalization of human capital, technology, and applications supporting the creation of a globalized technology function. Previously, he was the former Head of Information Technology and Security for PROS, a data analytics software company located in Houston, TX. He managed the delivery of global technology refresh initiatives, digital transformation, and day-to-day operations for the company’s technology and external facing cloud operations teams. Rob is a member of the Society for Information Management (SIM) and holds several industry recognized certifications and accreditations. Download Podcast Apple Podcast, Google Podcast, Spotify, iHeartRadio, SoundCloud, TuneIn, and Stitcher. Find other syndication channels here or search CIO Talk Network podcast on any other app.