To give your asset management firm every chance of success in 2021, you'll have to overcome a few key technology challenges. Why? Because firms that avoid these challenges, or skirt around growing technology trends, risk falling behind those that do. Indeed, a...
Process automation
3 processes Power Automate can improve at your asset management firm
Does your asset management firm suffer from slow, tedious processes? If your answer's 'yes', you'll be pleased to know that we have a simple solution. Microsoft's Power Automate is a workflow automation tool that transforms business processes with low-code,...
5 process automation use cases for asset management firms
In 2019, 48 percent of asset managers planned to leverage digital technology... But are they progressing fast enough? The evidence suggests not. Take robotic process automation, for example. Many firms' lack of standardised processes prevents as much as 60 percent of...
Why asset management firms should automate legacy processes
Are outdated legacy processes holding your asset management firm back?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...
Power Automate benefits for asset management firms
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,...
How to modernise your business processes without breaking the bank
Yes, really, the good news is true – you can modernise your business processes in a cost-effective manner. Fortunately, there are also many ways to go about it. To help shine a light on what’s possible, we’ve picked out a few powerful (and highly...
How to drive business transformation with automation
Technology-driven business transformation is a top priority for many organisations. Why? Because businesses who prioritise a digital-first approach are 64 percent more likely to achieve their goals than their peers. While many different processes and technologies can...
Beyond Excel: How to streamline your tedious spreadsheets
Excel is at the heart of many business's data operations; it's the old faithful. But, while it's undisputedly a brilliant data processing tool, many organisations still choose to use it completely manually. Of course, by handling repetitive tasks manually, your...