News & Insights

  • Envision Insights

Meet the Envisionaries: John Gray

The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on the success of the company and our clients. Combine that with a family feel, and the result is everyone is working hard to create flexible solutions that meet our clients’ demands of today and challenges of tomorrow. Flexibility has been in the company DNA since

  • Envision Insights

Meet the Envisionaries: Kelly Nixon

The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts behind the curtain that make everything come together. People are used to seeing the end product, but not what makes it ‘tick’.” Q: What’s your role at Envision? I manage select client relationships.  These include both mutual funds performing in-house investor recordkeeping themselves and 3rd

  • Envision Insights

Meet the Envisionaries: Ashish Jalan

What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production support, pre-sales activity and employee training. What has your career path looked like?  After my MBA in 2002 and a brief stint at a start-up I joined Envision’s India office in Bangalore in November 2003 as a Business Analyst. (I completed my 19th work anniversary

  • Envision Press Release
  • BetaNXT

Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends

AI, seamless connectivity most relevant to securities processing & back-office operations Costa Mesa, Calif., Dec. 15, 2022 —Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, shared results of its 2022 Envision Big-Think Mini Survey of business and technology executives advancing securities processing and back-office operations. Respondents indicated that seamless inter-app connectivity and artificial intelligence were the top issues they were focusing on for the future. The survey also asked about robotic process automation, blockchain, and cryptocurrencies. “For