Investor needs are evolving, and the transition has been accelerated by the COVID-19 pandemic. Investment management firms that want to retain existing customers and attract new ones must take advantage of innovative new technologies that empower and engage clients.
Innovative client portals powered by cloud technology have the potential to become the one-stop-shop for investors, leading to better engagement and client retention.
Download this market report to learn:
- How innovative client portals can lead to better engagement and client retention
- How cloud technology can offer opportunities for greater up and cross-selling
- How to ensure that investments in cloud technology are both strategic and well executed