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‘Technology, when used well, can help you with the seemingly daunting challenges facing all advisors today—running an efficient and profitable business, demonstrating your value, and leveraging tools for growth.’ - Dave Welling, CEO, Mercer Advisors We couldn’t...
Are outdated legacy processes holding your asset management firm back? It's a common issue faced throughout the industry, with many firms still latching on to solely human-led services. But, the truth is, shunning technological advancements in favour of legacy...
Imagine how your business would fair if it didn’t keep up with the times and adopt new technology. ‘Not well’ is probably an understatement. Indeed, according to Stephen Crocombe, CFA, Head of Client Portfolio Solutions in EMEA at Blackrock, when...
Let’s be honest, the 2020 global pandemic threw a lot of things into the air. From a slowing economy to the boom in remote working, it's clear the landscape for 2021 is going to be packed full of unexpected curveballs. With that in mind, it’s crucial to...
It's safe to say cybersecurity hasn't always been front of mind for asset management firms. In March 2020, the Central Bank of Ireland sent out a public letter, titled 'Dear CEO', to discuss the lack of cybersecurity best practices within the financial services...
Is your asset management firm still living in the past when it comes to technology? Do you waste hours of valuable time on monotonous manual tasks that offer little value? The slow adoption of automation is a common problem across many wealth management organisations,...
Ignoring the wider changes in the asset management industry is much like a sailor ignoring the changing weather at sea. If you don’t take heed of what’s going on around you, you could drift a long way from shore. Or, in this case, fail to achieve your...
Asset management companies are undoubtedly feeling the pressure of change. In addition to new regulatory and compliance rules, many firms have been slow to adapt to technological shifts. But this slow uptake could be detrimental to the industry's success. So much so,...
Did you know that almost 30 percent of the hours worked globally could be automated by 2030? This prospect is not as scary as you think. Business process automation is valuable and transformative technology that drives operational and cost efficiencies, all while...