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Insights

News Videos Commentary Strategy Clear selection
Commentary

Standing on the shoulders of giants

Cloud providers deliver world-class security, but are wealth managers benefiting?

Commentary

Are Wealth Managers tired of innovation?

Other sectors are hungrier than ever for new ideas, yet Asset and Wealth Managers appear sceptical. What...

Strategy

Scaling up - but not dumbing down

Increasing advisor productivity while not compromising on service standards is an increasingly achievable...

News

A looming communications crisis

The last financial crisis highlighted just how important proactive client communications are in troubled...

Commentary

Secure portals for Institutional Investors

Institutional Investors are professionals; portals must be designed to fit in their working lives.

News

$30bn: the cost of bad customer experience

Bad CX causes an investor exodus from actively managed funds

Commentary

Are Asset Managers ready for a downturn?

As some experts warn of a new crisis, it pays to remember that performance attracts assets - but service...

Commentary

A different perspective

Breaking down the asset management industry from a customer perspective

Commentary

T-shaped Products

Our partnership with Anevis Solutions combines our expertise in an end-to-end solution, that spans fund...

Commentary

Build trust on every touchpoint

Investors are after decent returns, low fees and great service. What they need is a platform that protects...

Commentary

Decouple data and experience

Modern digital experiences are a network of integrations. Bring your CRM, data, documents under one roof.

Strategy

Reimagine the investor experience

How we deploy the Investor Value Chain model to design investor-first experiences.

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