Distribution Model

Smarter client segmentation

Narratives

Technology can engender trust

Narratives

CYBERSECURITY

24 %

say cybersecurity is their firm’s top tech priority

TRUST TECHNOLOGY

68 %

of institutional investors and 40% of retail investors said that the increased use of technology by their investment firm has led them to trust their asset managers/adviser more (from Next Generation of Trust)

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The central challenge for investment firms is in their increasing wish to use personal data, which leads to the need to balance security with customer convenience and experience.

64% EXPECT THAT DEFINED CONTRIBUTION PARTICIPANTS WILL BECOME MORE ENGAGED

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