The power of three: How technology, service and expertise can transform investment operations

The power of three: How technology, service and expertise can transform investment operations

Investment and wealth managers are investing more in technology these days, but not necessarily with an optimal strategy that reaps expected efficiency gains and cost reductions. Technology alone only gets you so far.

You need the right operational ecosystem, experts and competent service support to work together to elevate operations. Co-authored with Meradia, this whitepaper explores this topic, offering helpful considerations and first-hand insight, and addresses the power of three elements— technology, service and expertise—working together to drive efficiencies, savings and advances.

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SaaS and the evolution of cloud-based data management

In this white paper, we provide an overview of the evolution of cloud-based technology in the data management space; we assess the benefits of the most commonly used deployment models; we set out our own vision for the future based on a software-as-a-service (SaaS) model; and we explain the journey we are on to deliver increased value for our clients, including the end business user.

SaaS and the evolution of cloud-based data management

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