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Self Service - Why it is more important now than ever

The self-service revolution has empowered consumers to digitally seize control, leaving all but the best firms to play catch-up. What happens when digital-savvy customers encounter an investment management industry where two-thirds of firms rely on systems that pre-date 2007?

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The world expects information now

For too long, investment managers have trusted high set-up costs and cumbersome regulations to keep the wolf from the door. With proven demand for investment analysis tools at both an individual and institutional level, why has the investment management industry been slow to adapt? 

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  • How client expectations have changed as a result of digital technology
  • How online retail innovations has set the bar for customer service across all sectors, including investment management
  • How investment analysis platforms can give firms the self-service tools they need to improve reporting, risk management & decision making.

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