Investors’ demand for heightened servicing is increasing. They crave near-instantaneous engagement, convenience and won’t tolerate friction.
Investment management firms need to better understand each individual customer’s unique needs based upon multiple insights. But internal and external customer data can be elusive and is often stored in disparate silos (Customer Relationship Management, Document Management System, Accounting systems and so on).
Our Accelerator is targeted to relationship managers, money managers, investment analysts from asset/investment management companies, pension funds, plan sponsors, and other firms.
How we are innovating
Centralization and safekeeping of all digital assets for secure orchestration of estate planningRead More