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Oct 26, 2021

Five trends driving compliance automation in wealth management

The use of intelligent automation in wealth management has been growing for a while now.

Originally seen as a way to enhance the client experience while also controlling staff growth, lower operating costs and reduce errors, many are starting to see the role automation plays in regulatory compliance as well.

Oct 26, 2021

Automation and Mega Trends in Asset and Wealth Management

While the COVID-19 pandemic ushered in many changes across the asset and wealth management industry, some of them had already been gaining attention—the pandemic simply accelerated the trends. Recent months have brought new or intensified attention to issues like dated or old operational models, regulatory risks and an imperative to reduce costs.

Oct 22, 2021

Why Your Salespeople Want a Digital-First Approach to Sales

To thrive in the post-pandemic environment, asset managers must adopt digital-first selling. Digital-first selling does not mean replacing salespeople with digital technology; rather, it refers to selling paradigms that enable salespeople to perform better by leveraging digital tools.

Oct 21, 2021

Clients confirm the value of investment operations managed services

SS&C recently hosted an "Investment Operations Managed Services: Client Perspectives" webinar during which clients discussed the workings and benefits of investment operations managed services. In this post, we share some notable takeaways from the session.

Oct 20, 2021

Levels of Digital Maturity: Building a Strategy

Digital! Digital! Digital! Does everyone have that? Great! The word “digital” induces an array of emotions from excitement to fear to utter annoyance. It’s become as ubiquitous as the Ps (people, process, philosophy and performance) within the asset management industry. In fact, nearly all distribution executives are working towards digital advancement in their sales/sales enablement strategy in some form.

Oct 18, 2021

Asset managers need clarity on ESG scoring, reporting and compliance

Public companies and investment firms tend to operate in a way that is in keeping with the preferences of their shareholders. More recently, an increasing interest in environmental, social and governance (ESG) concerns has prompted companies to include those practices in their investment decisions and principles.

Oct 15, 2021

Choosing the right hedge fund partner

Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?

Oct 8, 2021

Warning: It Won’t Be Easy to Get Advisors to Sell ESG

Asset managers are betting big on environmental, social and governance investing (ESG) to drive organic growth over the next few years and beyond, with 72.4% of firms saying that these funds are a top product development priority over the next year. But advisors aren’t nearly as enthusiastic, requiring firms to be much more strategic about how they approach them.


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