Technology:
The new frontier
for operational transformation
In an era of fee compression and falling stock market valuations, only firms willing to leverage technological disruption for competitive advantage will survive.
Asset Management Firms Are at a Critical Juncture
$
40 Billion
Cost-cutting: The legacy
of the industry’s secular downturn
7
%
Slide in ROE for top 10 banks
in the first half of 2017
Pace of Operational Change: Too Slow
BARRIERS HINDERING CHANGE:
• Settlement tying up capital
• Manual corporate actions
• Data standardization
• Growing compliance requirements
SIGNIFICANT CHALLENGES:
• Increased regulatory demands
• Disruptive rise of robo-advisors and fintech
• Department of Labor (DOL) Fiduciary Rule
• Shift from active to passive management
56
%
Operational managers surveyed who believe the pace of change is too slow among asset management firms.
Leverage Drivers for a Brighter Future
Work collaboratively
with industry groups,
peers and tech leaders.
Tackle common pain points stemming from lack of standardized processes.
Leverage transformational technology by investing
today for the future.
Generate Alpha from Operations
80
%
Data Management
Innovation
78
%
Collateral Management
69
%
Trade Matching and Reconciliation
62
%
Cash and Security Settlements
Collaborate with the Right Technology Partners for Growth
Place data at the center of your operation
through the creation of an open-architecture
data hub as a universal converter.
Mitigate vendor risk
by leveraging deep
experience, broad product perspective, a solid balance sheet and expert managed services.
Create lasting operational change
across complex buy- and sell-side operations through realizing collaborative vision and refining available capacity.
Create your short-, mid- and long-term vision with our white paper,
The Future of Operations: Simplify, Innovate and Transform.
Ready for Next
