Stick or Twist?

Illustrating and Assessing Wealth Manager’s Strategic Back Office Technology

5/20/2019
Today’s fast evolving technology landscape results in ever greater investments in technology capability, not only to help remain compliant, but to also develop innovative products and services to fulfil customer expectations and remain competitive.

In spite of some recent poor publicity, we have found that conversations at Board and Executive level have been changing. In order to focus on their key revenue generating activities and control the risk capital they are holding, they are increasingly considering what could be outsourced and when it might make sense to do so. These decisions will impact the business for years to come so it’s not surprising that Boards proceed with caution. Recognising that every firm is different, this article uses the example of back-office technology strategies to illustrate how using a logical assessment approach can help facilitate the discussions around the leadership table when setting your firm’s strategy.
Stick or Twist? Illustrating and Assessing Wealth Manager’s Strategic Back Office Technology
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