Report Jun 03, 2024

Transforming Business Challenges Into Opportunities in Investment Management: Snowflake in Action

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Transforming legacy data platforms can help firms address underlying business-related data issues. In this whitepaper, we look at how a modern data platform (MDP) centered on Snowflake can address common business challenges.

An MDP, with its cloud-based data storage, and modern ingestion, transformation, and reporting and analysis tools, can play a crucial role in solving issues related to business-user data access, reporting, and performance.

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Jun 30, 2025 Scope Statement: Investment Management Platforms Report This scope statement provides a brief description of our upcoming research report on Investment Management Platforms so you can preview what to expect. It defines what will be included in and excluded from the research. Oct 21, 2024 Vendor View: Unlocking Operational Efficiency - Incremental Innovation for Wealth & Asset Managers Sponsored 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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