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Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences

The fund management industry is undergoing significant wide-ranging changes, making it imperative for businesses to transition from manual paper-based processes to streamlined, digital operations.

This shift isn’t just a trend—it’s a critical imperative for businesses aiming to stay competitive and meet the evolving expectations of clients and investors. Our panel of industry experts explore the multifaceted challenges faced by asset servicing firms in improving the client and investor experience and how best to enhance processes through the use of digital technology:

  • Enhancing Investor Experience: The importance of the investor experience and how this should be a key focus for firms, over cutting operational costs.
  • Operational Transformation: Gain insights into the critical shift from manual to digital processes, a necessity for maintaining a competitive edge in today’s dynamic market.
  • Comprehensive Data Management: Explore the complexities of managing data across multiple jurisdictions and business lines and learn how to create a unified investor profile for enhanced operational efficiency.
  • Technology Integration: Understand how technology can mitigate issues such as data duplication and siloed systems and discover the profound impact these solutions can have on reducing costs, improving client retention and managing reputational risk.
  • Strategic Technology Partnerships: Learn how partnering with leading technology providers can address current challenges and pave the way for a more efficient and compliant organization.