Many investment firms have started using the cloud to support their systems. In this CutterCast, a panel of members discuss the benefits and issues associated with moving to the cloud, including how they managed the migration and their goals, lessons learned, skills needed, and ongoing challenges.
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In this research, we examine how firms support private debt. We look at a variety of private debt solutions with capabilities that vary across the investment lifecycle, and also discuss industry trends and member challenges.
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Vendor View: Unlocking Operational Efficiency - Incremental Innovation for Wealth & Asset Managers
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Video
In the wealth and asset management industry, staying competitive requires more than just cutting-edge technology; it demands smart, actionable innovation that enhances existing processes. While technologies like AI and blockchain grab headlines, many firms struggle to adopt them due to legacy systems and data silos. This webinar focuses on the power of incremental innovation—small, meaningful tweaks to workflows and processes that yield significant operational efficiency and improved client experiences without the need for a massive overhaul.
Join us to learn how wealth and asset managers are implementing incremental changes to drive transformation and gain competitive advantage. We'll discuss real-world use cases where firms have improved information gathering, onboarding processes, and client service requests, all through manageable, scalable innovations.
Key Takeaways:
How small, technology-driven changes can significantly enhance client servicing and reduce manual errors.Practical examples of incremental innovation, such as the automation of client onboarding and form digitization.Strategies for identifying areas ripe for innovation within legacy systems.How to integrate incremental innovations without disrupting ongoing operations.
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