Join us and your peers for expert insight into the latest industry challenges, based on new research findings, including:
Order Management Systems – OMS vendors are extending their product capabilities across the investment management lifecycle and including extensive managed services. Cloud-based solutions, improved integration, user experience (UX), and automation are at the forefront of development as vendors fight for market share. This research discusses how the vendor landscape has changed over the years and provides detailed reviews of order management solutions. We look at both large front-to-back solutions and smaller, more niche products.
Data Science and Analytics for Front Office – More and more portfolio managers and analysts are incorporating data science tools into their security screening and selection processes. This research examines how firms can best organize to support this front office activity, what roles IT and data management should play, and the tools and skill sets that can help.
Research Management – Investment management firms manage an ever-increasing volume and an ever-wider variety of structured and unstructured investment research information. In this research, we examine trends with organizational structure, processes, and modern technology that store, retrieve, track, and share information to help investment managers make decisions faster and more efficiently.
Supporting the Family Office – Globally we’ve seen unprecedented growth in single family and multi-family offices over the past decade. How much is this increasing popularity a threat to the traditional wealth manager or private banker? Should existing wealth managers consider offering “family office lite” types of services to retain at-risk UHNW clients? In this report we try to unravel the complexities that the increased popularity of the family office presents to wealth managers and private banks.
Digital Education Tools – As clients become more involved in the management and transfer of their wealth, financial literacy has emerged as a focal point. Whether it’s HNWIs eager to ensure their children’s capacity to manage their inherited wealth or millennials’ unfamiliarity with financial concepts, clients across segments are demanding new tools to fill these knowledge gaps. This research focuses on how digital tools can assuage clients’ insecurities, deepen the client-advisor relationship, and increase client retention rates between generations.
Mobile Apps for Wealth Management – Mobile apps are omnipresent, and financial institutions have been stepping up their game to offer innovative mobile technology tailored to individual customer needs. On the retail side, most customers use mobile banking on a regular basis. The situation in wealth management, however, is different. Wealth managers across the board are struggling with low mobile adoption. This report explores why wealth managers are lagging their retail peers through in-depth benchmarking of wealth management apps on the market, uncovering the gold standard for apps across regions, client segments, and user preferences.