Compeer Front-office 2019
14th May 2019 – Attend Objectway and BNY Mellon & Pershing co-presentation and learn more about the UK Wealth Management Market needs and how Objectway WealthTech Suite reduces Front Office costs and increase profit margins.
14th May 2019
Boosting Front-Office productivity
The Front Office is one of the most important and expensive areas of a wealth management business, so the question of whether firms are getting value for money, both from their front office professionals and from the systems they use, is crucial.
The presentation will give a snapshot on some relevant and distinctive elements of the solution, namely:
- portfolio optimiser;
- enabling front-to-back information processing;
- portfolio management.
Finally, you will also learn about the need to digitally transform the business with an “integrated solution” to improve client experience and business efficiency, in a context of margins compression, regulation and fees.