Confluence Appoints Bill Kinnard as Vice President of Client Experience
Seasoned Asset Management Fintech Leader to Focus on Client Servicing
November 27, 2017
PITTSBURGH – (November 27, 2017) – Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced the appointment of William “Bill” Kinnard as Vice President of Client Experience.
Kinnard has over 18 years of experience in leading product and solutions development and client advocacy across the financial services industry. An expert in shareholder financial reporting production, digital reporting and global client servicing, Kinnard has designed and implemented numerous automation solutions throughout his career, including enterprise solutions for global fund groups and service providers.
In his role, Kinnard will oversee Confluence’s professional services and operations departments and programs, with responsibility for the overall performance and delivery of services to meet the firms’ high standard of customer satisfaction.
Prior to joining Confluence, Kinnard was Chief Operating Officer at Spectra Global Solutions. While at Spectra GS, he was responsible for directing the launch of the company’s U.S. operations and led product management and marketing efforts as well as global services teams in the context of the firm’s introduction to the U.S. market. Previously, Kinnard worked at RR Donnelley where he was Vice President of Mutual Fund Operations, overseeing shareholder financial reporting production, support and account management teams. Kinnard has also served as an Investment Accounting Officer at PFPC, a member of The PNC Financial Services Group, Inc. (currently BNY Mellon Investment Services).
"We are very much looking forward to welcoming Bill as part of the Confluence team," said Todd Moyer, Chief Operating Officer at Confluence. “We are always looking for ways to deliver an outstanding experience for our clients, and believe that Bill’s global expertise in client reporting and servicing makes him a very strong addition to our operation. We are confident he will be valuable in driving our overall performance and delivery of services to the very best level of customer satisfaction.”
Uniquely positioned as the single vendor that solves the broad array of complex data-driven challenges for the global investment management industry, Confluence provides a data-centric platform of solutions which share value across products – from data integration and governance to calculation, output and reporting.
The platform features regulatory reporting, investor communications, and performance and analytics solutions and supports a wide array of fund types – including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds.
Eight of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.
Headquartered in Pittsburgh, PA, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco.