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Vast majority of wealth management firms making digital technology investment a priority in 2018

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Over two thirds of wealth management firms are prioritising investment in digital technologies this year, according to the 2018 edition Compeer Objectway report ‘Squaring the circle: How To Improve The Quality Of Client Service As Well As Profitability’.

The annual report was commissioned by Objectway and conducted by Compeer, with the aim of investigating how UK Wealth Management firms can improve the quality of client service and at the same time improving profitability.
 
While 70 per cent of the firms point to investment in digital technologies as a first priority, 30 per cent indicated operational efficiency as a second priority, followed by several minor priorities such as, client management or regulatory changes.
 
Peter Schramme, Chief Business Development Officer for Objectway, says: “This report is a snapshot of the direction that technology in UK Wealth Management is taking and well worth a read to fully appreciate where the market is heading towards.”
 
The report was compiled from data collected via face to face interviews conducted with a variety of UK Wealth Management firms and an on-line questionnaire. The report is freely downloadable from the Objectway website.

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