Ampla’s Post

Very pleased to share this masterpiece from Morgan Stanley and Oliver Walker: Wealth and Asset Management future: Time to Evolve Tech is democratizing wealth management. Substantially larger client and revenue pools are becoming accessible. Wealth managers with a modular, scalable model – “Wealth Management 3.0” – are poised to win share. To capture the growing wealth opportunity, asset managers must evolve their connectivity and service delivery.

Excited to share our most recent paper on how to win with GenAI in wealth and asset management. Look forward to your feedback and commentary! #wealthmanagement #assetmanagement #advice #generativeai

Secure your spot now, there's only 1 day left before the webinar! Our upcoming webinar, "The Future of Wealth & Asset Management: CDPS as Game-Changers in Client Engagement," presented in collaboration with Capital Group is just around the corner, and this is your LAST CHANCE to register. While this is a must-attend event for any asset or wealth manager looking to drive more revenue with less cost, the techniques Brock leveraged at Capital Group are applicable across most industries. Secure your virtual seat and stay ahead of the curve in the wealth and #assetmanagement landscape: https://hubs.li/Q022vyW40

Navigating the future of asset management: Digitalizing investor onboarding The landscape of Asset Management firms has long been fraught with challenges, particularly in the arena of investor onboarding and lifecycle management. This process, characterized by an intricate Know Your Customer (KYC) procedure and the handling of vast data volumes, has historically grappled with the limitations of outdated technological infrastructures. Such constraints have not only resulted in operational inefficiencies but have also escalated risk exposures. Consequently, firms face prolonged onboarding durations, deferred revenue streams, and a palpable sense of investor dissatisfaction. These challenges were discussed in a recent webinar featuring industry experts including Jay Krish, Head of Data Governance for Financial Crimes Compliance at State Street Bank, Cindy Castellano, CEO of Cutter Associates, and Terry Flynn, Managing Director of Asset Management at Fenergo . Read the story here: https://loom.ly/hiiXgnk #FinTech #WealthTech #Investing

As asset managers tackle industry complexities, strategic innovation and adaptability are vital for long-term success and stakeholder value. Explore four 4 approaches to enhance internal capabilities for asset management growth. European Depositary Bank SA #FinancialServices #AssetManagement #AssetManagers

Navigating the future of asset management: Digitalizing investor ... - FinTech Global: Navigating the future of asset management: Digitalizing investor ...  FinTech Global #datagovernance #CDO #finperform

Morgan Stanley and Oliver Walker Wealth and Asset Management future: Time to Evolve Tech is democratizing wealth management. Substantially larger client and revenue pools are becoming accessible. Wealth managers with a modular, scalable model – “Wealth Management 3.0” – are poised to win share. To capture the growing wealth opportunity, asset managers must evolve their connectivity and service delivery

Asset management firms can shine this year if they make the highest and best use of their people and technology. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, provides asset management firms some context around how to decide what could benefit their firm in the short and long term in this Global Banking and Finance article. #AssetManagement #TechInnovation #TalentManagement

Asset management firms can shine this year if they make the highest and best use of their people and technology. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, provides asset management firms some context around how to decide what could benefit their firm in the short and long term in this Global Banking and Finance article. #AssetManagement #TechInnovation #TalentManagement

Asset management firms can shine this year if they make the highest and best use of their people and technology. My colleague Ron Niemaszyk, a principal in Wipfli’s wealth and asset management industry practice, provides asset management firms some context around how to decide what could benefit their firm in the short and long term in this Global Banking and Finance article. #AssetManagement #TechInnovation #TalentManagement