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A volatile investment environment, evolving asset allocations and significant changes in distribution make it imperative for asset managers to re-examine their basic operating assumptions.
Asset managers face challenges on many fronts—ranging from shifting demographics, to increased regulations, to rapidly evolving technologies. These converging and interconnected trends are forcing asset managers to rethink their business models and adapt quickly, or risk losing share to more agile and innovative companies.
We collaborate with global asset managers and servicing clients to overcome strategic, risk, regulatory, cost and operating model challenges. Our capabilities in distribution, operations and technology deliver improvements in areas ranging from fund accounting and data management, to portfolio management, risk management and finance. We help streamline back-office services, automate processes and upgrade clearing functions.
Our services include helping clients:
Grow revenues through a differentiated client experience—Including analytics-driven client segmentation, and offering development, integrated digital channel strategies and sales force management.
Design, build, and run high performance operating models to align capabilities with business strategies.
Adapt to new regulations and implement leading practices in risk management.
Our team combines extensive industry experience, proprietary software and solutions, and insights gained from work in virtually every industry and geography to help wealth and asset managers transform their businesses.
In particular, we have:
Helped a wide range of wealth and asset managers, including banks, insurance companies and mutual funds:
Worked with wealth management firms to
Developed strong, unique relationships at the most senior levels with top technology vendors. This gives us the ability to provide insight on the direction of the industry, as well as the product, sales and servicing strategies needed for high performance in a rapidly changing environment.
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