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Digitising CLM to improve front-office efficiency - OBJECTWAY Leveraging a fully integrated client lifecycle management solution, to increase front-office productivity, improving wealth retention strategy and focus on high value tasks to enable a significant growth.

CASE STUDY
JULY 2021

Setting the Digital Agenda for the Next Normal - OBJECTWAY & COMPEER This research was commissioned by Objectway and conducted by Compeer to understand the digital agenda for the next normal in UK Wealth Management.

RESEARCH
JULY 2021

Bridging the expectations gaps in Wealth Management - OBJECTWAY This paper is the result of our ongoing market analysis providing some insights on the challenges and technologies that will forge tomorrow’s landscape for Wealth Management firms.

PAPER
JULY 2021

How to become a leading digitally enabled Wealth Manager - OBJECTWAY Our customer leveraged the open and scalable Objectway WealthTech Suite with its modular and integrated components, following an incremental approach to digital transformation, to fast-forward pursue innovation and maintain leadership over time.

CASE STUDY
JUNE 2021

Senior Leaders ESG Forum - OBJECTWAY & COMPEER 2020 was a gamechanger for ESG as it became mainstream in Wealth Management. A group of leading Wealth Management firms discussed the opportunities and challenges associated with ESG investing in the inaugural meeting of The Senior Leaders ESG Forum.

RESEARCH
JUNE 2021

Are you developing a hyper-personalised strategy? - OBJECTWAY The online survey, filled out by domestic and overseas Wealth & Investment Managers, investigates if they are leveraging hyper-personalisation to increase the customer base and ensure their future growth.

SURVEY REPORT
MAY 2021

Are you ready for ESG? - OBJECTWAYThe online survey, filled out by the UK Wealth & Investment Management industry, investigates what stage is reached in terms of ESG integration within a risk aware investment process and its implications on the digital experience.

SURVEY REPORT
MAR 2021

Risk & ESG-aligned Portfolios – OBJECTWAY To better handle the sustainability in the financial context, it is necessary to establish proper management guidelines of ESG components within a risk-aware investment process to create benefits for the customer and investment opportunities that are both MiFID II and ESG compliant.

PAPER
JAN 2021

Are you really engaging with your clients? - OBJECTWAYDemand for digital engagement is amplified by external events like the current coronavirus pandemic and resulting lockdown measures. Filling the digital gap is now imperative.

PAPER
DEC 2020

Are you ready to fill the Digital Gap? - OBJECTWAYDigital Readiness is generally defined by how prepared an organisation is to transit to digitalised workflows. Building the necessary infrastructure to get through a digitalised world and keep up with the latest technology is crucial for any business willing to still be competitive.

SURVEY REPORT
OCT 2020

The Wealth Management Firm of 2025 - OBJECTWAY & COMPEERInvestigating the key issues firms are currently facing, where improvements are required and how they believe the industry will evolve over the next five years, forming an image of the Wealth Management firm of 2025.

RESEARCH
APR 2020

Squaring the Circle: improving the quality of service and cost-to-income ratio - OBJECTWAY & COMPEERHow UK Wealth Management firms can improve the quality of service together with profitability? Face-to-face interviews and questionnaires investigate the background of this firms, the quality of service and how to improve profitability.

RESEARCH
FEB 2018

Digital Engagement & Collaboration in Wealth and Investment Management - OBJECTWAY & EFMAThe hype, the reality and the future: this research explores the latest digital engagement and collaboration trends, in terms of tackling challenges and leveraging opportunities for the growth, management and preservation of client wealth.

RESEARCH
DEC 2016

Digitisation in practice - OBJECTWAY & EFMATransforming investment services for affluent clients: the purpose of this research is to provide wealth and investment managers in the affluent market segment with valuable, actionable insights into the digitisation trend that is accelerating within the industry.

RESEARCH
MAR 2015