Digital Integration in Wealth Management is a journey that most firms will need to undergo, but it does not need to be scary.
What are the main areas that need to evolve?
We are particularly proud when recognition from market analysts and clients coincides, and this is what happened in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.
Objectway WealthTech Suite, in fact, has been awarded with the XCelent award for Breadth of Functionality and for Client Base.
There are a number of challenges in the wealth management business that have become somewhat more challenging with the Covid pandemic. It highlighted some industry wide issues that firms continuously struggled with, even though solutions to these issues have existed for years.
Continue reading “How smart technology turned the Covid-19 crisis into a means for digital transformation”
We listened to David Wilson, Senior Business Development Manager at Objectway, talking at the System in the City Financial Technology Conference about how Smart Technology can drive a smart transformation in the business to become more profitable and effective in serving clients.
We launched a survey at the end of July, called Digital Readiness. We gathered your answers and analyzed it.
Here the major outcomes. Thank you for taking part in it.
More will come in the following months, be ready!
Objectway is delighted to announce the new version of eXimius Portfolio Manager. In the following post you will find more about the new modules and features within this version.
The digitisation and automation of Wealth Management services allow you to reduce costs and increase efficiency; similarly, the use of artificial intelligence tools such as Machine Learning allows you to serve more customers in a more personalised way, in full compliance with regulations.
However, something is still missing: the creation of the real value, that distinguishes those who ride the wave of innovation and evolve from those who embrace automation whilst, compromising customer service.