All around the world, wealth managers accelerated digitisation projects during the pandemic to plug technology gaps that made business challenging when working remotely. For many, this has created as many issues as it has fixed.
Failure to implement solutions that are fully integrated and allow data re-use across the entire client lifecycle has added to the disjointed data silo challenge that wealth managers have grappled with for many years.
When technology infrastructures cannot support streamlined workflows, task automation and cross-function data sharing, efficiency, cost-to-income ratios and client experience can rapidly deteriorate.
Join this webinar to hear Wealth Dynamix and ERI discuss:
- The true cost of maintaining disjointed systems that lack integration
- The impact on client experience, and how best practice integration can increase client satisfaction
- How harnessing data to drive operational efficiency can reduce costs and compliance risks
- How to build a business case for unifying technology across the entire client lifecycle