Migrating to a Faster, Leaner Financial Services Outsourcing Model


Nearshore Americas will host a very special webinar discussion on Jan. 30th to learn about the journey to building a high-performance offshore/nearshore financial services support operation. Expert practitioners will share key insights on the geographic selection and optimization of support centers and review operational factors relevant to leaders in fintech, banking, insurance, brokerage and other finance back-office functions. In addition, we will discuss the influence of new technologies like Artificial Intelligence (AI), and consider the unique factors that drive their operational strategies.

Joining the discussion will be representatives from AEGIS Business Solutions, Evolve Mortgage Services, OCO Global and Trinidad and Tobago IFC. This will be one discussion you will not want to miss! Reserve your place today!


VP Client Solutions North America, OCO Global

Alan is an experienced professional with an in-depth knowledge of economic development and FDI market and community. He has worked on several successful campaigns/marketing strategies in North America, which have developed his unique understanding of the processes required to secure investment projects.



VP, BPO and Shared Services Development, Trinidad and Tobago International Financial Centre

Mr Berkeley is a professional with 24 years of experience in the fields of Engineering, ITES (for Finance and Oil & Gas), Marketing and BPO. Mr. Berkeley has held positions at various levels in the companies based in Education, Telecommunications, BPO and Technology Consulting sectors.



CEO, Evolve Mortgage Services

Mr. Anselmo brings more than 30 years of experience in the banking and mortgage industries. Prior to founding Evolve Mortgage Services (Formerly MRN3), Anselmo served as President and CEO of Mortgage Resource Network (MRN), a Business Process Outsource and technology provider to the mortgage industry which he founded in 1999. Clayton Holdings acquired the company in 2006 with Anselmo serving as a member of the executive management team. He left Clayton in 2007 to form MRN3 at the request of past clients. Mr. Anselmo has held a variety of positions during his career, including Partner and Executive Vice President for a firm providing Due Diligence and Origination Support Services to the mortgage industry becoming the largest vendor to the RTC.



Chairman of Aegis Business Solutions

Ms. Lee Loy is the Chairman of Aegis Business Solutions Limited, outsourcing and advisory services; Partner of Aegis & Co. and external audit company; and Chairman of recruitment agency Eve Anderson Recruitment Limited. She is a Fellow of the Association of Chartered Certified Accountants (UK), with over 40 years of professional experience, including 13 years serving as Partner responsible for the provision of Assurance and Business Advisory Services with PricewaterhouseCoopers.

Ms. Lee Loy is non-executive director of Prestige Holdings Limited (PHL) and Chairman of the audit committee for Gulf Insurance Limited. In addition, she is President of the Trinidad and Tobago Coalition of Services Industries, and within the NGO sector, she is also Chairman of Social Justice Foundation and Chairman of Music Literacy Trust. She is also the President of the TTCSI is Trinidad and Tobago's umbrella body that brings together all services sector organizations and associations. It is an alliance of professional services associations and organizations. It functions as a focal point to lobby; channel and address trade in services issues and services development issues, which are critical for the sector to thrive in the competitive global environment.



Co-Founder, INCUS

Leslie Lee Fook is the Director and co-founder of INCUS Services Limited, a leading analytics and information security Consulting Firm based in the Caribbean. His career spans over twenty years in the Information Technology field with experience in Telephony, Infrastructure, Business Intelligence, Robotic Process Automation and Artificial Intelligence. He has managed enterprise-sized IT projects in the UK and throughout the Caribbean. Leslie is passionate about data literacy and open data and believes that we will all someday become data citizens. His vision is to foster the development of a Caribbean Analytics community that’s highly sought after for its talent and creativity.




Managing Director, Nearshore Americas

Kirk Laughlin is an award-winning expert in information technology and offshore BPO/ contact center trends and strategies. Laughlin has emerged as one of the foremost thought-leaders on the expansion of services, outsourcing and inward-investment in the Americas. He speaks frequently at conferences throughout the Americas.

Earlier, Laughlin was a Managing Director at Ziff Davis Enterprise, based in New York City. He has won four awards for journalism achievements in his 24-year career. Laughlin and his team launched Nearshore Americas in September, 2009. He has been a guest speaker at over twenty-five conferences in the region, including forums in Brazil, Canada, Costa Rica, Chile, Argentina, Jamaica, Mexico, Colombia, Honduras, Saint Lucia, Curacao, Antigua, Belize, Nicaragua and the United States.


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