Novel Patterns’ Post

Plannr Technologies Limited Technologies and Asset-Map Announce Integration to Accelerate Efficiency in Advice Experiences https://lnkd.in/dAvu4Yam #adviceexperiences #assetmap #CRMsoftware #Fintech #Plannr

The numbers don't lie - advisors who embrace and leverage technology in their #wealthmanagement practice tend to outperform those who don't! Great insights by April Rudin #wealthtech #assetmanagement #hightech #hightouch Bert Schröter Thijs Douqué Victor Hagens Dennis Biesterveld Jens Kuttig Benjamin Tijink Bart Vanhaeren zeb consulting InvestSuite

There is a growing movement of firms and advisors looking to differentiate themselves by offering a more comprehensive, private wealth, or family office offering that deeply embeds their services into (and across) the client's financial, family, business, and aspirational lives. It goes without saying that in today’s modern era of wealth management and financial services, technology is at the intersection of everything from back and middle office operations and compliance to advisor services and client engagement. This could not be more true when bringing what we refer to as Client Life Management to the table at the firm and advisor level, enabled by Digital Vaults. Digital Vault technology has emerged as a must-have for all types of firms, scale, and sizes, with their ability to transform financial firms into delivering these modern, high-touch wealth and advisory relationships. Digital Vaults enable financial information, data, and documents to converge into a single source for the modern professional and client, ultimately providing better insights, deeper engagement, and more value across all stakeholders and family members in the client relationship. https://lnkd.in/gnauwW6F #DigitalVaults #DigitalVault #ClientEngagement #FinancialAdvisors #InvestmentDealers #WealthTech #AdvisorTech #FinTech #FutureVault

The race to innovate in Wealth Management is on. The ultimate reward? Client retention. Learn how the best firms are offering best-in-class service to clients and empowering advisors to grow their business: http://spklr.io/6049svqN #WealthManagement #NextGenTech #DigitalTransformation

The race to innovate in Wealth Management is on. The ultimate reward? Client retention. Learn how the best firms are offering best-in-class service to clients and empowering advisors to grow their business: http://spklr.io/6047W4uW #WealthManagement #NextGenTech #DigitalTransformation

Blog from Altoo AG: The four P’s of tech-enabled scaling for wealth managers Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them. Discover more: https://lnkd.in/gxGd_pqT #wealthmanagement #WealthTech #TWMMembers

The race to innovate in Wealth Management is on. The ultimate reward? Client retention. Learn how the best firms are offering best-in-class service to clients and empowering advisors to grow their business: https://lnkd.in/eZNAFKZk #WealthManagement #NextGenTech #DigitalTransformation

The race to innovate in Wealth Management is on. The ultimate reward? Client retention. Learn how the best firms are offering best-in-class service to clients and empowering advisors to grow their business: http://spklr.io/6046WN12 #WealthManagement #NextGenTech #DigitalTransformation

Part of our Swiss WealthTech Landscape Report 2024 is dedicated to the client’s experience and the adoption of technology tools to improve advisers’ engagement. In this section, you can find an article by Tom Williams, CEO of Point Group, who explains how investment data is the fundamental building block to building the wealth manager of the future. Because, even though the wealth and asset management sector continues prioritising investments in technology, it’s important that firms don’t ignore their operating model. The value in technology will truly shine, only when integrated into a well-balanced system that considers the technology, people, and, crucially, data. “The focus here is on 'getting the data right' as a non-negotiable precursor to selecting the appropriate technological toolkit,” says Williams. Below you can read more about how to future-proof your wealth management firm through data for the client. Or you can read the full report online: https://lnkd.in/epYxgDp4 #wealthmanager #switzerland #wealthmanager #report #technology #digitaltransformation #wealth #advisor #wealthmanagement #banking #privatebanking #familyoffice #data #wealthtech #FinTech #finance #wealthsolutions #wealthknowledge #digitalwealth #assetmanagement #advisertech #TWMMembers

The race to innovate in Wealth Management is on. The ultimate reward? Client retention. Learn how the best firms are offering best-in-class service to clients and empowering advisors to grow their business: http://spklr.io/6041WNOh #WealthManagement #NextGenTech #DigitalTransformation