Customer Perspectives
published on Aug 01, 2024
Report Overview:
This report is for end-user (buy-side) organizations who are interested in understanding the current and future shape of the wealth and asset services market as well as the requirements and experiences of their peers.
Key Findings & Highlights:
NelsonHall’s ‘Transforming Wealth and Asset Management Services’ project analyzes how professional, managed, and BPS services vendors are adapting their service approach, leveraging digital technologies, to take their clients on an operations transformation journey via a series of developmental stages and deliver digital enablement for wealth and asset management operations and processes.
Wealth and Asset Management services are vital for assisting W&A managers in achieving operational transformation and agility in an increasingly digital environment. Operational change and agility are now highly dependent on digital technologies, with increased use of process automation services, incorporation of AI and analytics, and agile approaches to operations and IT development.
This major NelsonHall study will be essential reading for financial institutions buying Wealth and Asset Management services, with our in-depth analysis informing them of what they can achieve now and as the market changes, who the critical professional, managed, and BPS services vendors are, and what their capabilities are in detail.
