The Self-Service Revolution has seen digitally empowered clients seize control, leaving all but the best firms to play catch up. So what happens when digital-savvy customers encounter an investment management industry in which almost two-thirds of firms rely on systems from 2006 or before?
Along with performance reporting to deliver results and risk reporting to comply with increasing regulations, investment managers need to provide investor reporting that meets increasing client expectations. StatPro’s white paper “The Self-Service Revolution” explores this demand for investment analysis tools, considers why the industry has been slow to adapt and how a tool that delivers client engagement, regulatory oversight, cost control and competitive advantage changes the game. “We have entered the age of the customer and the firms who succeed today are digital disruptors who use tech-enabled client engagement to get ahead.”