The Globe and Mail Events’ Post

“How did two generalist techies end up on #RFPs for #PrivateEquity & #HedgeFunds?” I get asked this question often. Simple answer is energy - we love building for lean asset managers. Also, #InvestorRelations is the only team that we consistently came across associates who wanted automation at least as much as the directors. We went where we were wanted. What keeps energizing us is serving those teams by building more automation. We have some exciting releases this week! Stay tuned.

Exciting news in Wealth Management! Bain Capital is acquiring Envestnet in a landmark deal valued at $4.5 billion! This strategic move is set to revolutionize the wealth management landscape by leveraging Envestnet’s cutting-edge technology and extensive network. In this rapidly changing environment, staying ahead requires embracing technology, understanding customer needs, and fostering strategic partnerships. Exciting times ahead for the wealth management industry!

Embracing the Digital Wave in Wealth Management The digital revolution is reshaping client expectations, especially among Gen Z. As digital natives, they crave personalized, seamless, and tech-driven experiences. Wealth management firms must adapt to this new client-centric playbook, offering self-service capabilities, diverse investments, and personalized advice. Today's competition is defined by personalization, availability, trust, diverse offerings, and autonomy. Navigating this digital landscape demands a strategy that prioritizes clients and harnesses the power of digital technologies. Let's ride the wave together! 🌊 Learn more 👇 #Capgemini #GENZ

Embracing the Digital Wave in Wealth Management The digital revolution is reshaping client expectations, especially among Gen Z. As digital natives, they crave personalized, seamless, and tech-driven experiences. Wealth management firms must adapt to this new client-centric playbook, offering self-service capabilities, diverse investments, and personalized advice. Today's competition is defined by personalization, availability, trust, diverse offerings, and autonomy. Navigating this digital landscape demands a strategy that prioritizes clients and harnesses the power of digital technologies. Let's ride the wave together! 🌊 Learn more 👇 #Capgemini #GENZ

EY and McKinsey & Company executives have suggested that many asset managers may struggle to stay profitable in 2024 and will need to make radical changes to remain successful, such as venturing into new investment territory and modernizing distribution operations. In 2024, asset management firms are expected to face several challenges, including increased competition, the need for strategic expenditures on people and technology, and the struggle to stay profitable. According to Fitch Ratings, competition is anticipated to intensify, and firms with diversified franchises may benefit from more resilient and less correlated business. Firms that adopt the right technology – from marketing to data management – will quickly optimize and manage the proliferation of data from various sources, which impacts the entire asset management sector Get in touch with Revenue Engine to see how we leverage technology for asset managers; specifically through marketing that leverages intelligent automation. Visit www.gorevenueengine.com. #fundsyndicators #commercialrealestate #revenueengine

Embracing the Digital Wave in Wealth Management The digital revolution is reshaping client expectations, especially among Gen Z. As digital natives, they crave personalized, seamless, and tech-driven experiences. Wealth management firms must adapt to this new client-centric playbook, offering self-service capabilities, diverse investments, and personalized advice. Today's competition is defined by personalization, availability, trust, diverse offerings, and autonomy. Navigating this digital landscape demands a strategy that prioritizes clients and harnesses the power of digital technologies. Let's ride the wave together! 🌊 Learn more 👇 #Capgemini #GENZ

Maximising Value in M&As: How to Identify and Leverage Synergies 🚀 ➡️ Cost savings ➡️ Revenue enhancement ➡️ Financial synergies Read the full blog! https://hubs.la/Q02C3bkH0 Leveraged synergies in M&As? Comment or DM us for support! #MandA #BusinessGrowth #Focus7

Taking Deal Management to new heights at TPG! 🚀 This private equity firm was looking to understand complex data while navigating through the deal lifecycle. Legal and compliance teams required user-friendy custom reports with accurate and digestable information. Learn how BIG unlocked the power of process automation to build a new deal lifecycle: https://hubs.li/Q02mWzx00 #DigitalTransformation #Streamline #ProcessAutomation

The wealth management industry has evolved from reputation-driven models to technology-led advisory services. Read on to uncover how wealth management firms can develop a digital blueprint to navigate the next digital frontier and better serve their clients in an increasingly hybrid and personalized landscape. https://okt.to/aE5Riz

✨ How to scale, provide transparency and improve GP experience ✨ Please read the impact of digital workflow solution on Operations here: https://lnkd.in/egwAFG-w #Privateequity; #Privatemarkets; #digitalworkflows