In this survey originally conducted as Knadel, wealth management firms were asked about their business operating models. It came as no surprise to hear that more and more of you are choosing to outsource business functions, but what was surprising was the extent of the outsourcing that is being undertaken.
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Note: This whitepaper was first published by Catalyst prior to the Davies merger
The biggest challenge: delivering the business case
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.
There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry. Down load our white paper to learn more