Digital transformation within Asset Management has been driven by margin pressures, increased regulations, the change in customer expectations, and, most recently, the impact of the pandemic. With this in mind, how can Asset Managers ensure they are focusing on the right activities to deliver successful transformation?
Our latest report examines the key initiatives that can help accelerate transformation:
- Leveraging data
- Enhancing the customer lifecycle
- Establishing a single customer record
- Developing investor portals
- Delivering automated processes
Download a copy of the report here.