The asset management industry is constantly facing new challenges. With existing regulatory and cost pressures, customers have clear return expectations of asset managers, even in volatile market phases. Customer solutions should be as individual as possible, but sustainability preferences are also at the forefront for many, with the demand for transparent information at all investment levels

Another focus is on modularizing and optimizing asset managers’ value chains. Target Operating Models (TOM) must be adapted and developed to changing market conditions and technical progress. In addition, the cost situation must be broken down to the product level to introduce effective measures for an improved cost-income ratio.

Digitization and using AI as the final focus are essential support and information tools in this context. In addition to an optional digital offer page, the digitization of product life cycle management in an end-to-end view is a central topic. The tokenization of assets is also becoming increasingly important – up to and including the complete relocation of the custody chain to the blockchain.

All key topics require expert knowledge supported by adequate change management tools.

Talk to our experts, who will gladly share their process, project, and product knowledge.