As private and institutional clients continue to demand greater technology, service, and ease of access, investment managers are under pressure to advance all aspects of the client journey. We tend to think of the client experience as business-to-customer interactions, yet the reality is there are aspects of your business the customer never “sees” but senses. This often stems from internal operating models and projects to deliverables such as account reporting and ongoing information availability.

For added perspective on how technology is adapting to fit a myriad of client needs, we spoke with Andrew Maynard of SimCorp, an independent provider of industry-leading, integrated investment management solutions.

by Tim Jager, Senior Manager
Andrew Maynard, Product Expert, Client Communications, SimCorp North America


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