Meet Shantelle, Senior Business Analyst at GIC's Technology Group. Her expertise lies in implementing systems to improve the Investment Services workflows which includes gathering requirements, creating user interface mockups and solutioning with stakeholders Discover how Shantelle makes an impact here: https://lnkd.in/g59xc4Jd Work at the Point of Impact #GIC #Finance #Investing #WorkatthePointofImpact
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2024 is set to be another challenging year for the advisory industry. Despite job cuts and reduced capital markets activity, firms can grow by embracing new technology and providing a highly personalised service to clients. Leveraging a data-driven approach will help improve productivity and drive revenue growth. Here's how it works. #CapitalMarkets #Advisory #Technology
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Driving Private Equity's Future with Tokenization | Building a Global Digital Investor Community | Entrepreneur
The Boston Consulting Group (BCG) Global Wealth Report 2023 unveils crucial strategies for wealth management firms in the rapidly evolving financial landscape. Key takeaways: ✅ Scalable Growth Engines. Firms are moving towards digital client acquisition channels, a shift from traditional, non-scalable methods. This aligns with the success of fintech players in acquiring high-net-worth clients efficiently. ✅ Revolution in Financial Advice. The report highlights a shift towards more personalized financial advice, leveraging digital tools to meet evolving client expectations. ✅ Cost Reduction Strategies. A strategic focus on process optimization and leveraging technology for cost efficiency is emphasized. ✅ Private Market Offering. With fintechs democratizing access to private markets, wealth managers are urged to design distinctive private-market offerings. These insights point towards a significant digital transformation in wealth management, focusing on efficiency, personalization, and innovative client acquisition methods. #wealthmanagement #digitaltransformation #financialtrends
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How can wealth management firms win over high-net worth individuals with their unique demands? Investors expect above-and-beyond services tailored to their need. Read this article from Capgemini's Anuj Agarwal to explore how leading WM firms are making strategic investments in digital tools across the entire value chain to drive efficiencies, improve investment performance, and solidify client engagement. https://lnkd.in/ebvZZt7h
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🚀 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗡𝗲𝘄𝘀 𝗶𝗻 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁! 🌐💼 Wealth management platform offer solution for all needs of an advisory network. It is a software system designed to help people to track their investment portfolios and research new investments. Wealth management platform is front-to-mid software which integrates functionality in one system with high level of user experience. 🔍 𝗞𝗲𝘆 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀: ✅ Robust Portfolio Management: Optimize and diversify your investments with our intuitive portfolio management tools. ✨ Tailored Financial Planning: Achieve your dreams with customized financial plans that align with your unique aspirations. 📊 Real-time Insights: Stay informed with real-time market updates and performance analytics. 𝗧𝗼 𝗞𝗻𝗼𝘄 𝗺𝗼𝗿𝗲 : https://bit.ly/3uULDFx 𝗧𝗼𝗽 𝗞𝗲𝘆 𝗣𝗹𝗮𝘆𝗲𝗿𝘀 : SS&C Technologies Fiserv Fidelity National Information Services Ltd Profile Software Broadridge Financial Services InvestEdge, Inc. Temenos Group AG SEI INVESTMENTS (EUROPE) LTD Co. Comarch Inc. Objectway Dorsum #WealthManagement #FinancialFreedom #InvestingInYourFuture #Finance
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💰 The wealth management business has the potential to double a parent company's market capitalization. 💼 Emerging customers with different priorities have made it difficult to realize that potential. 📊 Three business models are emerging in wealth management: integrated platform providers, customer acquisition specialists, and specialist providers. 🌐 Investment in digital technologies is necessary to capture new opportunities in wealth management. 👥 Recasting the role of advisors is also crucial in the wealth management industry. #WealthManagement #DigitalTransformation #Investment #Advisors #Maximo #Advisory #Consulting
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Wealth managers need to go beyond basic integration and data orchestration to deliver seamless experiences for investors and the advisors who serve them. Datos Insights explores how top firms are connecting the dots in the digital ecosystem.
Advisor-Client Engagement in Wealth Management | Hyland
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📣 Key findings from InterSystems global survey of 375 asset management firms revealed 👇 ⏩ 63% of firms say that one of their main challenges in #riskmanagement is consolidating disparate data ⏩ 51% struggle with managing data volumes ⏩ 26-50% of #IT personnel’s time is currently spent on servicing data requests from business stakeholders Considering these challenges, it’s important firms invest in additional #datamanagement capabilities to minimise labour-intensive and error-prone processes that erode efficiency. Fortunately, there are new approaches enabling firms to do that and better meet their business goals. Find out what they are: https://lnkd.in/eN8FB6Ep
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What are the key drivers of future success and resilience in the wealth management sector? In their Wealth Management Insights 2024 report ’Adaptive strategies in a dynamic world’, PwC Switzerland emphasizes strategic decision-making, technological innovation and client-centricity as crucial aspects of successfully navigating the complexities of the evolving landscape of wealth management. See the image below to find out what PwC recommends all C-level executives ⬇️ For the full report, click the link in the comments. 💡 Did you know? Finfox’s smart software suite combines personal advice with digital services, thus enabling a client-centric, truly hybrid advisory model. Learn more: https://lnkd.in/dpZTTxQZ #wealthmanagement #wealthtech #clientcentricity
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Ever questioned the impact a boutique consultancy can have in delivering game-changing innovation in the financial services industry? We've got a story that could redefine your understanding! https://lnkd.in/eMsCvgjt In this cutting-edge piece, we spotlight how FINXIS LLC, a boutique consultancy based in New York, is shaking up the finance sector with unprecedented ingenuity. Co-founded by the visionary duo of Darius Turner and Franz Weber, the Finxis team utilizes a blend of management consulting, research, analytics, and product development to transform banks, fintech companies, and financial services firms. From regulatory reporting, best execution, to investment analytics and CRM solutions, their business model emphasizes merging advanced tech solutions with well-rounded industry expertise. This story delivers a compelling insight into how smaller firms can often outshine larger entities in catalyzing financial services innovation. Discover Finxis and the disruptive potential of boutique consultancies in the finance world at https://lnkd.in/eMsCvgjt. #FinancialServices #Innovation #Consulting #ManagementConsulting #Fintech #TechSolutions #MarketResearch #ProductDesign #VentureCapital #Disruption #BusinessDevelopment Follow FINXIS LLC on linkedin for more updates: https://lnkd.in/eNYDB9S4
Can Boutique Consultancies Outshine Big-Name Firms In Financial Services Innovation?
https://finmag.co.uk
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From powering your day-to-day workflows to offering valuable industry insights, STP is a global, end-to-end investment operations services and technology partner. https://stpis.com/ #Technology #Operations
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