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Utility Solutions in Capital Markets - Paving the Way for Operational Transformation
The Celent report explores the use of post-trade utilities in capital markets and their potential to transform the operations of financial institutions.
Key topics covered:
An evolution of operating models in capital markets
Benefits of the utility model
Why post-trade utilities are ripe for adoption
The Celent report explores the utility models, benefits and challenges to adoption in capital markets as well as highlights the biggest opportunity in post-trade utilities. The Celent report explores the utility models, benefits and challenges to adoption in capital markets as well as highlights the biggest opportunity in post-trade utilities.
VIDEO
Robust Corporate Governance is a Must
Demi Derem discusses the business challenges faced by the custodian and asset servicing communities.
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Advice In A Rewired World
Advice In A Rewired World
The Five Governance Questions Issuers and Investors Need to Ask
Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:
We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.
Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.
Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:
We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.
Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.